Concierge Home Care 401(K) Plan — Form 5500 plan (Homecare Partners Management 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, Concierge Home Care 401(K) Plan is a benefit plan reported by Homecare Partners Management LLC under EIN 84-2525296 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,115 participants and $14,247,711 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.2MPlan net assets, end of year$14,247,711
Participants1.1KCovered participants reported1,115
Assets / participant$12.8KComputed: assets ÷ participants$12,778 (computed)
Provider compensation$55.9K3 Schedule C provider row(s)$55,903
- Plan sponsor
- Homecare Partners Management LLC
- EIN
- 84-2525296
- Plan number
- 001
- Plan type
- 2
- Location
- Jacksonville, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,115 | H, C | 20250812102323NAL0007868417001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.2M total assets
Net assets$14.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,247,711
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,247,711
- Net assets (BOY)
- $9,752,922
Income & contributions
- Employer contributions
- $383,587
- Participant contributions
- $2,757,968
- Total contributions
- $3,828,174
- Total income / additions
- $6,086,847
Expenses & distributions
- Benefits paid
- $1,489,157
- Administrative expenses
- $60,278
- Total expenses
- $1,592,058
- Net increase / (decrease)
- $4,494,789
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets11%Computed ratio
Benefits paid ÷ total income24%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $28,329 | $0 | 2023 |
| Commonwealth Equity Services, Inc. | INVESTMENT/FINANCIAL ADVI | $21,753 | $0 | 2023 |
| Lincoln Financial Advisors | INVESTMENT/FINANCIAL ADVI | $5,821 | $0 | 2023 |