Caring Heart Home Health Agency — Form 5500 plan (Caring Heart Home Health Agency)

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, Caring Heart Home Health Agency is a benefit plan reported by Caring Heart Home Health Agency under EIN 26-0784608 and plan number 001. The latest loaded filing year is 2023. The filing reports 236 participants and $45,044 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$45KPlan net assets, end of year$45,044
Participants236Covered participants reported
Assets / participant$191Computed: assets ÷ participants$191 (computed)
Provider compensationNone reported
Plan sponsor
Caring Heart Home Health Agency
EIN
26-0784608
Plan number
001
Plan type
2
Location
Columbus, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    236 participants · 2Sch H
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$45K total assets
Net assets$45KLiabilities$0
Money in vs. money out
Total income / additions$47.6K
Total expenses$32K
Benefits paid / distributions$31.2K
Contributions
EmployerNot reported
Participant$38.8K
Full reported line items

Net assets

Total assets (EOY)
$45,044
Total liabilities (EOY)
$0
Net assets (EOY)
$45,044
Net assets (BOY)
$29,450

Income & contributions

Participant contributions
$38,797
Total contributions
$38,797
Total income / additions
$47,574

Expenses & distributions

Benefits paid
$31,212
Administrative expenses
$768
Total expenses
$31,980
Net increase / (decrease)
$15,594
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets71%Computed ratio
Benefits paid ÷ total income66%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Caring Heart Home Health Agency?
Caring Heart Home Health Agency is reported as sponsored by Caring Heart Home Health Agency (EIN 26-0784608, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Caring Heart Home Health Agency?
The latest Form 5500 filing year loaded for Caring Heart Home Health Agency is 2023.
How many participants does Caring Heart Home Health Agency report?
Caring Heart Home Health Agency reports 236 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Caring Heart Home Health Agency?
Caring Heart Home Health Agency reports $45,044 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages