Prohealth Home Care Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Prohealth Home Care 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, Prohealth Home Care Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Prohealth Home Care Inc under EIN 42-1733324 and plan number 001. The latest loaded filing year is 2023. The filing reports 618 participants and $3,666,768 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Prohealth Home Care Inc
- EIN
- 42-1733324
- Plan number
- 001
- Plan type
- 2
- Location
- San Jose, CA
- Latest filing year
- 2023
- Participants
- 618
- End-of-year plan assets
- $3,666,768
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 618 | H, C | 20241115112106NAL0000498771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,666,768
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,666,768
- Net assets (BOY)
- $2,727,744
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $712,571
- Total contributions
- $712,571
- Total income / additions
- $1,234,669
Expenses & distributions
- Benefits paid
- $217,610
- Administrative expenses
- $34,473
- Total expenses
- $295,645
- Net increase / (decrease)
- $939,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sonoma Wealth Advisors | ADVISOR | $14,191 | not reported in the loaded dataset | 2023 |
| 401k Generation | CONTRACT ADMINISTRATOR | $10,290 | not reported in the loaded dataset | 2023 |
| Paychex, Inc. | RECORDKEEPER | $7,928 | not reported in the loaded dataset | 2023 |