Plan5500

All Heart Home Care Agency, Inc. 401(K) Plan — Form 5500 plan (All Heart Home Care Agency, 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, All Heart Home Care Agency, Inc. 401(K) Plan is a benefit plan reported by All Heart Home Care Agency, Inc. under EIN 46-0849637 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,204 participants and $2,081,442 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$2.1MPlan net assets, end of year$2,081,442
Participants1.2KCovered participants reported1,204
Assets / participant$1.7KComputed: assets ÷ participants$1,729 (computed)
Provider compensation$54.9K4 Schedule C provider row(s)$54,878
Plan sponsor
All Heart Home Care Agency, Inc.
EIN
46-0849637
Plan number
001
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,204 participants · 2Sch HSch C
    View filing →
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)$2.1M total assets
Net assets$2.1MLiabilities$0
Money in vs. money out
Total income / additions$721.7K
Total expenses$175.2K
Benefits paid / distributions$131.8K
Contributions
Employer$226K
Participant$187.3K
Full reported line items

Net assets

Total assets (EOY)
$2,081,442
Total liabilities (EOY)
$0
Net assets (EOY)
$2,081,442
Net assets (BOY)
$1,534,901

Income & contributions

Employer contributions
$225,973
Participant contributions
$187,311
Total contributions
$433,617
Total income / additions
$721,712

Expenses & distributions

Benefits paid
$131,761
Administrative expenses
$43,410
Total expenses
$175,171
Net increase / (decrease)
$546,541
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.

Contribution share (employer vs. participant)
Employer 55%Participant 45%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income18%Computed ratio
Provider comp. ÷ net assets3%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$35.2K
    CONTRACT ADMINISTRATOR · Direct $35.2K · Indirect $0
  2. 2
    Orenda Retirement LLC$11.5K
    CONTRACT ADMINISTRATOR · Direct $8.2K · Indirect $3.3K
  3. 3
    Northwestern Mutual Investment Serv$8.1K
    OTHER SERVICES · Direct $0 · Indirect $8.1K
  4. 4
    Wilshire Advisors LLC$0
    INVESTMENT ADVISORY · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the All Heart Home Care Agency, Inc. 401(K) Plan?
All Heart Home Care Agency, Inc. 401(K) Plan is reported as sponsored by All Heart Home Care Agency, Inc. (EIN 46-0849637, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for All Heart Home Care Agency, Inc. 401(K) Plan?
The latest Form 5500 filing year loaded for All Heart Home Care Agency, Inc. 401(K) Plan is 2023.
How many participants does All Heart Home Care Agency, Inc. 401(K) Plan report?
All Heart Home Care Agency, Inc. 401(K) Plan reports 1,204 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for All Heart Home Care Agency, Inc. 401(K) Plan?
All Heart Home Care Agency, Inc. 401(K) Plan reports $2,081,442 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages