Family Care Visiting Nurse & H 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Family Care Visiting Nurse & H)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Family Care Visiting Nurse & H 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Family Care Visiting Nurse & H under EIN 06-1409542 and plan number 002. The latest loaded filing year is 2023. The filing reports 509 participants and $3,539,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Family Care Visiting Nurse & H
- EIN
- 06-1409542
- Plan number
- 002
- Plan type
- 2
- Location
- Stratford, CT
- Latest filing year
- 2023
- Participants
- 509
- End-of-year plan assets
- $3,539,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 509 | H, C | 20241014112513NAL0013198339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,539,414
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,539,414
- Net assets (BOY)
- $2,711,080
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $414,556
- Total contributions
- $601,568
- Total income / additions
- $1,093,772
Expenses & distributions
- Benefits paid
- $209,267
- Administrative expenses
- $56,171
- Total expenses
- $265,438
- Net increase / (decrease)
- $828,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Paychex, Inc. | RECORDKEEPER | $19,602 | not reported in the loaded dataset | 2023 |
| Morrissey Wealth Management | ADVISOR | $8,469 | not reported in the loaded dataset | 2023 |