Home/Life Services Inc. 401(K) Retirement Plan — Form 5500 plan (Home/Life Services 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, Home/Life Services Inc. 401(K) Retirement Plan is a benefit plan reported by Home/Life Services Inc. under EIN 13-3899699 and plan number 001. The latest loaded filing year is 2023. The filing reports 516 participants and $3,062,124 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home/Life Services Inc.
- EIN
- 13-3899699
- Plan number
- 001
- Plan type
- 2
- Location
- Brooklyn, NY
- Latest filing year
- 2023
- Participants
- 516
- End-of-year plan assets
- $3,062,124
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 516 | H, C | 20250414124428NAL0001746401001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,062,124
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,062,124
- Net assets (BOY)
- $2,155,256
Income & contributions
- Employer contributions
- $618,607
- Participant contributions
- $376,310
- Total contributions
- $1,077,378
- Total income / additions
- $1,402,343
Expenses & distributions
- Benefits paid
- $427,056
- Administrative expenses
- $44,485
- Total expenses
- $495,475
- Net increase / (decrease)
- $906,868
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Rpg Consultants | RECORDKEEPER | $30,367 | not reported in the loaded dataset | 2023 |
| Complete Advisors | INVESTMENT ADVISOR | $12,468 | not reported in the loaded dataset | 2023 |