Home And Community Options, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Home And Community Options, 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, Home And Community Options, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Home And Community Options, Inc. under EIN 41-1855958 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $6,005,121 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Home And Community Options, Inc.
EIN
41-1855958
Plan number
001
Plan type
2
Location
Winona, MN
Latest filing year
2023
Participants
134
End-of-year plan assets
$6,005,121

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023134H, C20241011120200NAL0010894035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,005,121
Total liabilities (EOY)
$0
Net assets (EOY)
$6,005,121
Net assets (BOY)
$5,135,636

Income & contributions

Employer contributions
$115,409
Participant contributions
$206,157
Total contributions
$335,203
Total income / additions
$1,166,387

Expenses & distributions

Benefits paid
$296,639
Administrative expenses
$263
Total expenses
$296,902
Net increase / (decrease)
$869,485

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORDKEEPER$263$02023

Related Form 5500 pages