Friends & Family Prevailing Wage Esop Retirement Plan — Form 5500 plan (Friends & Family Home Care Services, LLC)
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, Friends & Family Prevailing Wage Esop Retirement Plan is a benefit plan reported by Friends & Family Home Care Services, LLC under EIN 46-2961005 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,116 participants and $43,604,646 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Friends & Family Home Care Services, LLC
- EIN
- 46-2961005
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 8,116
- End-of-year plan assets
- $43,604,646
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,116 | H, C | 20250320120936NAL0011210768001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $43,604,646
- Total liabilities (EOY)
- $2,996,449
- Net assets (EOY)
- $40,608,197
- Net assets (BOY)
- $20,888,796
Income & contributions
- Employer contributions
- $11,640,794
- Total contributions
- $11,640,794
- Total income / additions
- $22,551,934
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $2,813,102
- Total expenses
- $2,832,533
- Net increase / (decrease)
- $19,719,401
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morrison Cohen | LAW FIRM | $94,872 | not reported in the loaded dataset | 2023 |
| Marcum | VALUATION FIRM | $36,028 | not reported in the loaded dataset | 2023 |
| Adamy | VALUATION FIRM | $29,055 | not reported in the loaded dataset | 2023 |
| Blue Ridge Esop Associates | RECORDKEEPER | $28,050 | not reported in the loaded dataset | 2023 |
| Aegis Fiduciary Services | TRUSTEE | $22,917 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Friends & Family Home Care Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Morrison Cohen — Schedule C compensation
- Marcum — Schedule C compensation
- Adamy — Schedule C compensation
- Blue Ridge Esop Associates — Schedule C compensation
- Aegis Fiduciary Services — Schedule C compensation