Trilogy 401(K) Plan — Form 5500 plan (Vitality Home Care, 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, Trilogy 401(K) Plan is a benefit plan reported by Vitality Home Care, Inc. under EIN 81-2019673 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,181 participants and $0 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vitality Home Care, Inc.
- EIN
- 81-2019673
- Plan number
- 001
- Plan type
- 2
- Location
- West Palm Beach, FL
- Latest filing year
- 2023
- Participants
- 1,181
- End-of-year plan assets
- $0
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,181 | H, C | 20240725140842NAL0008291123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $0
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $0
- Net assets (BOY)
- $11,243,879
Income & contributions
- Employer contributions
- $92,420
- Participant contributions
- $851,651
- Total contributions
- $1,149,114
- Total income / additions
- $2,138,331
Expenses & distributions
- Benefits paid
- $13,146,808
- Administrative expenses
- $59,742
- Total expenses
- $13,382,210
- Net increase / (decrease)
- -$11,243,879
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial Corporation | SERVICE PROVIDER | $0 | $40,797 | 2023 |
| My Benefits LLC | TPA | $0 | $5,341 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $1,726 | $0 | 2023 |
| Voya Retirement And Annuity Co | RECORD KEEPER | $1,726 | $0 | 2023 |
| Morningstar Investment Management | INVESTMENT ADVISOR | $0 | $1,314 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Vitality Home Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in West Palm Beach, FL
- Lpl Financial Corporation — Schedule C compensation
- My Benefits LLC — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement And Annuity Co — Schedule C compensation