Preferred Home Care 401(K) Plan — Form 5500 plan (Preferred Home Health Care & Nursing 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, Preferred Home Care 401(K) Plan is a benefit plan reported by Preferred Home Health Care & Nursing Services, Inc. under EIN 22-3607563 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,503 participants and $8,627,481 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Preferred Home Health Care & Nursing Services, Inc.
EIN
22-3607563
Plan number
002
Plan type
2
Location
Eatontown, NJ
Latest filing year
2023
Participants
1,503
End-of-year plan assets
$8,627,481

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,503H, C20241014132144NAL0013341987001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,627,481
Total liabilities (EOY)
$0
Net assets (EOY)
$8,627,481
Net assets (BOY)
$7,601,415

Income & contributions

Participant contributions
$1,190,873
Total contributions
$1,225,988
Total income / additions
$2,310,327

Expenses & distributions

Benefits paid
$1,189,251
Administrative expenses
$69,653
Total expenses
$1,284,261
Net increase / (decrease)
$1,026,066

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Equitable Advisors LLCSERVICE PROVIDER$0$19,8522023

Related Form 5500 pages