401(K) Profit-Sharing Plan For Employees Of Lifeline Homecare, Inc. — Form 5500 plan (Lifeline Homecare, 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, 401(K) Profit-Sharing Plan For Employees Of Lifeline Homecare, Inc. is a benefit plan reported by Lifeline Homecare, Inc. under EIN 61-1161293 and plan number 001. The latest loaded filing year is 2023. The filing reports 136 participants and $392,209 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lifeline Homecare, Inc.
EIN
61-1161293
Plan number
001
Plan type
2
Location
Somerset, KY
Latest filing year
2023
Participants
136
End-of-year plan assets
$392,209

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023136H, C20250703081901NAL0000877762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$392,209
Total liabilities (EOY)
$0
Net assets (EOY)
$392,209
Net assets (BOY)
$315,030

Income & contributions

Employer contributions
$17,829
Participant contributions
$45,722
Total contributions
$63,551
Total income / additions
$112,659

Expenses & distributions

Benefits paid
$33,279
Administrative expenses
$2,201
Total expenses
$35,480
Net increase / (decrease)
$77,179

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
American TrustNONE$1,858$02023

Related Form 5500 pages