Trio Home Health Care Of San Diego, Inc. 401(K) Plan — Form 5500 plan (Trio Home Health Care Of San Diego, 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, Trio Home Health Care Of San Diego, Inc. 401(K) Plan is a benefit plan reported by Trio Home Health Care Of San Diego, Inc. under EIN 46-4159728 and plan number 001. The latest loaded filing year is 2023. The filing reports 11 participants and $1,118,172 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trio Home Health Care Of San Diego, Inc.
- EIN
- 46-4159728
- Plan number
- 001
- Plan type
- 2
- Location
- Encinitas, CA
- Latest filing year
- 2023
- Participants
- 11
- End-of-year plan assets
- $1,118,172
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11 | I | 20250409154343NAL0038141330001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $1,118,172
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,118,172
- Net assets (BOY)
- $1,149,414
Income & contributions
- Employer contributions
- $27,146
- Participant contributions
- $43,451
- Total income / additions
- $22,378
Expenses & distributions
- Benefits paid
- $53,300
- Administrative expenses
- $0
- Total expenses
- $53,620
- Net increase / (decrease)
- -$31,242
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.