Personal Touch 401(K) Plan — Form 5500 plan (Personal Touch Home Care Of Ny., Inc.)
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, Personal Touch 401(K) Plan is a benefit plan reported by Personal Touch Home Care Of Ny., Inc. under EIN 11-2339876 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,063 participants and $17,610,308 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Personal Touch Home Care Of Ny., Inc.
- EIN
- 11-2339876
- Plan number
- 001
- Plan type
- 2
- Location
- Lake Success, NY
- Latest filing year
- 2023
- Participants
- 7,063
- End-of-year plan assets
- $17,610,308
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,063 | H, C | 20241010092906NAL0019868833001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,610,308
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,610,308
- Net assets (BOY)
- $16,274,224
Income & contributions
- Employer contributions
- $463,396
- Participant contributions
- $777,832
- Total contributions
- $1,374,020
- Total income / additions
- $3,791,837
Expenses & distributions
- Benefits paid
- $2,427,428
- Administrative expenses
- $23,122
- Total expenses
- $2,455,753
- Net increase / (decrease)
- $1,336,084
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Securities America, Inc | OTHER SERVICES | $0 | $32,150 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $23,121 | $0 | 2023 |
| Wilshire Advisors LLC | INVESTMENT ADVISORY | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Personal Touch Home Care Of Ny., Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Lake Success, NY
- Securities America, Inc — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Wilshire Advisors LLC — Schedule C compensation