Holiday Health Care 401(K) Profit Sharing Plan — Form 5500 plan (Holiday Home Health Care Corporation Of Evansville)
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, Holiday Health Care 401(K) Profit Sharing Plan is a benefit plan reported by Holiday Home Health Care Corporation Of Evansville under EIN 35-1459884 and plan number 001. The latest loaded filing year is 2023. The filing reports 353 participants and $6,943,047 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.9MPlan net assets, end of year$6,943,047
Participants353Covered participants reported
Assets / participant$19.7KComputed: assets ÷ participants$19,669 (computed)
Provider compensation$3.7K1 Schedule C provider row(s)$3,724
- Plan sponsor
- Holiday Home Health Care Corporation Of Evansville
- EIN
- 35-1459884
- Plan number
- 001
- Plan type
- 2
- Location
- Evansville, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 353 | H, C | 20241015113851NAL0014505667001 |
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)$6.9M total assets
Net assets$6.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,943,047
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,943,047
- Net assets (BOY)
- $5,611,833
Income & contributions
- Employer contributions
- $62,832
- Participant contributions
- $522,027
- Total contributions
- $776,088
- Total income / additions
- $1,956,080
Expenses & distributions
- Benefits paid
- $619,959
- Administrative expenses
- $4,907
- Total expenses
- $624,866
- Net increase / (decrease)
- $1,331,214
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.
89%
Employer 11%Participant 89%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income32%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $3,724 | $0 | 2023 |