Resident Home, LLC 401(K) Plan — Form 5500 plan (Resident Home, 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, Resident Home, LLC 401(K) Plan is a benefit plan reported by Resident Home, LLC under EIN 85-4183974 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $8,713,137 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Resident Home, LLC
EIN
85-4183974
Plan number
001
Plan type
2
Location
Jeffersonville, IN
Latest filing year
2023
Participants
289
End-of-year plan assets
$8,713,137

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023289H, C20240905150306NAL0010453283001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,713,137
Total liabilities (EOY)
$0
Net assets (EOY)
$8,713,137
Net assets (BOY)
$5,299,232

Income & contributions

Employer contributions
$613,626
Participant contributions
$1,346,972
Total contributions
$2,742,298
Total income / additions
$3,975,416

Expenses & distributions

Benefits paid
$541,954
Administrative expenses
$19,557
Total expenses
$561,511
Net increase / (decrease)
$3,413,905

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$19,557$02023

Related Form 5500 pages