Central Coast Home Health Retirement Plan — Form 5500 plan (Central Coast Home Health, 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, Central Coast Home Health Retirement Plan is a benefit plan reported by Central Coast Home Health, Inc. under EIN 32-0232613 and plan number 001. The latest loaded filing year is 2023. The filing reports 440 participants and $17,050,984 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Central Coast Home Health, Inc.
EIN
32-0232613
Plan number
001
Plan type
2
Location
San Luis Obispo, CA
Latest filing year
2023
Participants
440
End-of-year plan assets
$17,050,984

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023440H, C20240930121711NAL0003231651001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$17,050,984
Total liabilities (EOY)
$0
Net assets (EOY)
$17,050,984
Net assets (BOY)
$12,637,831

Income & contributions

Employer contributions
$219,281
Participant contributions
$2,537,554
Total contributions
$2,798,291
Total income / additions
$5,458,122

Expenses & distributions

Benefits paid
$1,033,702
Administrative expenses
$11,267
Total expenses
$1,044,969
Net increase / (decrease)
$4,413,153

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$6,031$02023
Strategic Advisors, Inc.ADVISOR$5,236not reported in the loaded dataset2023

Related Form 5500 pages