Embrace Families, Inc. 401(K) Plan — Form 5500 plan (Embrace Families, 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, Embrace Families, Inc. 401(K) Plan is a benefit plan reported by Embrace Families, Inc. under EIN 45-4292522 and plan number 001. The latest loaded filing year is 2023. The filing reports 297 participants and $12,812,381 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Embrace Families, Inc.
EIN
45-4292522
Plan number
001
Plan type
2
Location
Melbourne, FL
Latest filing year
2023
Participants
297
End-of-year plan assets
$12,812,381

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023297H, C20250108155837NAL0018230112001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$12,812,381
Total liabilities (EOY)
$0
Net assets (EOY)
$12,812,381
Net assets (BOY)
$10,615,369

Income & contributions

Employer contributions
$560,628
Participant contributions
$1,036,610
Total contributions
$1,707,902
Total income / additions
$3,585,813

Expenses & distributions

Benefits paid
$1,331,356
Administrative expenses
$57,445
Total expenses
$1,388,801
Net increase / (decrease)
$2,197,012

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$57,445$02023
Pfs InvestmentsADVISOR$0$24,9462023

Related Form 5500 pages