Department of Labor filing

ANX HOME HEALTHCARE

ANX HOME HEALTHCARE 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Oct 16, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

19filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$6

Reported employer contributions per active participant.

Higher than about 4% of comparable plans
#People in the filing
130

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$92 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 55% of comparable plans
Investment performance
Not available

Plan assets changed -2.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202219out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions4th percentileTypical peer $1,822 · based on 2,689 comparable plans
Lower reported administrative expense55th percentileTypical peer $105 · based on 2,869 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, ANX HOME HEALTHCARE reported $716 in employer contributions across the plan and 130 active participants. That works out to $6 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy88%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context19/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$716
Participant contributions
$294,291
Other contributions
Not reported
Employer share of reported contributions
0.2%
Beginning assets
$1,796,195
Ending assets
$1,752,828
Ending net assets
$1,726,596
Ending liabilities
$26,232
Total income
$4,779
Total expenses
$62,213
Administrative expenses
$13,456
Participant loans
$59,766

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$6
Plan-paid administrative expenses per participant
2022
$92
Active participants
2022
130
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2022$61301.8M20231016183924NAL0052199808001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
3.4%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
261202987-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2014
Industry
Health care and social assistance
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2J2K3D

Current plan terms

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Filing ACK_ID20231016183924NAL0052199808001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗