Suburban Home Health Retirement Plan — Form 5500 plan (Suburban Home Health)
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, Suburban Home Health Retirement Plan is a benefit plan reported by Suburban Home Health under EIN 46-4554277 and plan number 001. The latest loaded filing year is 2023. The filing reports 197 participants and $4,097,222 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Suburban Home Health
- EIN
- 46-4554277
- Plan number
- 001
- Plan type
- 2
- Location
- Noblesville, IN
- Latest filing year
- 2023
- Participants
- 197
- End-of-year plan assets
- $4,097,222
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 197 | H, C | 20241014113627NAL0014852387001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,097,222
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,097,222
- Net assets (BOY)
- $2,829,846
Income & contributions
- Employer contributions
- $217,714
- Participant contributions
- $623,834
- Total contributions
- $975,013
- Total income / additions
- $1,513,660
Expenses & distributions
- Benefits paid
- $214,088
- Administrative expenses
- $29,256
- Total expenses
- $246,284
- Net increase / (decrease)
- $1,267,376
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Shepherd Financial Investment Advis | INVESTMENT ADVISOR | $16,541 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $11,793 | $0 | 2023 |
| Crs Cpa Psc | OTHER | $1,525 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $713 | not reported in the loaded dataset | 2023 |
| Crs Cpa Psc | OTHER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Suburban Home Health
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Noblesville, IN
- Shepherd Financial Investment Advis — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation
- Crs Cpa Psc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation