A Place For Mom, Inc. 401(K) Plan — Form 5500 plan (A Place For Mom, 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, A Place For Mom, Inc. 401(K) Plan is a benefit plan reported by A Place For Mom, Inc. under EIN 91-2069153 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,530 participants and $43,715,568 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
A Place For Mom, Inc.
EIN
91-2069153
Plan number
001
Plan type
2
Location
Overland Park, KS
Latest filing year
2023
Participants
1,530
End-of-year plan assets
$43,715,568

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,530H, C20241004083349NAL0005532723001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$43,715,568
Total liabilities (EOY)
$60
Net assets (EOY)
$43,715,508
Net assets (BOY)
$34,482,914

Income & contributions

Employer contributions
$1,287,410
Participant contributions
$7,276,464
Total contributions
$9,430,037
Total income / additions
$15,804,022

Expenses & distributions

Benefits paid
$6,407,031
Administrative expenses
$164,397
Total expenses
$6,571,428
Net increase / (decrease)
$9,232,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Randall & Hurley IncNONE$142,932$02023
Charles Schwab BankNONE$21,465not reported in the loaded dataset2023

Related Form 5500 pages