Cooperative Home Care Associates, Inc. 401(K) Plan — Form 5500 plan (Cooperative Home Care Associates)
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, Cooperative Home Care Associates, Inc. 401(K) Plan is a benefit plan reported by Cooperative Home Care Associates under EIN 13-3238142 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,317 participants and $15,142,700 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cooperative Home Care Associates
- EIN
- 13-3238142
- Plan number
- 001
- Plan type
- 2
- Location
- Bronx, NY
- Latest filing year
- 2023
- Participants
- 2,317
- End-of-year plan assets
- $15,142,700
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,317 | H, C | 20241015152829NAL0028933553001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,142,700
- Total liabilities (EOY)
- $2,062
- Net assets (EOY)
- $15,140,638
- Net assets (BOY)
- $13,426,466
Income & contributions
- Employer contributions
- $950
- Participant contributions
- $1,498,947
- Total contributions
- $1,500,544
- Total income / additions
- $3,280,728
Expenses & distributions
- Benefits paid
- $1,392,265
- Administrative expenses
- $174,291
- Total expenses
- $1,566,556
- Net increase / (decrease)
- $1,714,172
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alliance Pension Consultants, LLC | RECORDKEEPER | $154,276 | not reported in the loaded dataset | 2023 |
| Millenium Investment & Retirement | INVESTMENT ADVISOR | $20,015 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | CUSTODIAN | $0 | $12,765 | 2023 |
| Charles Schwab & Co., Inc. | CUSTODIAN | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cooperative Home Care Associates
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Bronx, NY
- Alliance Pension Consultants, LLC — Schedule C compensation
- Millenium Investment & Retirement — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation