Plan5500

Assisted Home Health And Hospice 401(K) Plan — Form 5500 plan (Assisted Home Recovery, 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, Assisted Home Health And Hospice 401(K) Plan is a benefit plan reported by Assisted Home Recovery, Inc. under EIN 95-4242428 and plan number 001. The latest loaded filing year is 2023. The filing reports 971 participants and $15,329,492 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assisted Home Recovery, Inc.
EIN
95-4242428
Plan number
001
Plan type
2
Location
Thousand Oaks, CA
Latest filing year
2023
Participants
971
End-of-year plan assets
$15,329,492

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023971H, C20241014154442NAL0045163136003

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,329,492
Net assets (EOY)
$15,329,492
Net assets (BOY)
$13,085,665

Income & contributions

Employer contributions
$668,737
Participant contributions
$1,774,656
Total contributions
$2,449,487
Total income / additions
$4,382,808

Expenses & distributions

Benefits paid
$1,927,209
Administrative expenses
$100,106
Total expenses
$2,138,981
Net increase / (decrease)
$2,243,827

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Financial Life Ins CoRECORDKEEPER$59,705$02023
Merrill Lynch Life Agency, Inc.INVESTMENT ADVISORY$40,401not reported in the loaded dataset2023

Related Form 5500 pages