Ability Homecare 401(K) Plan — Form 5500 plan (Ability Homecare, Inc. Dba Ability Homecare)

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, Ability Homecare 401(K) Plan is a benefit plan reported by Ability Homecare, Inc. Dba Ability Homecare under EIN 20-2752164 and plan number 001. The latest loaded filing year is 2023. The filing reports 263 participants and $3,627,410 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ability Homecare, Inc. Dba Ability Homecare
EIN
20-2752164
Plan number
001
Plan type
2
Location
San Antonio, TX
Latest filing year
2023
Participants
263
End-of-year plan assets
$3,627,410

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023263H, C20241009151032NAL0010764755001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,627,410
Total liabilities (EOY)
$0
Net assets (EOY)
$3,627,410
Net assets (BOY)
$3,318,633

Income & contributions

Participant contributions
$344,739
Total contributions
$344,739
Total income / additions
$885,649

Expenses & distributions

Benefits paid
$519,435
Administrative expenses
$28,797
Total expenses
$576,872
Net increase / (decrease)
$308,777

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
VestwellRECORDKEEPER$22,177not reported in the loaded dataset2023

Related Form 5500 pages