Plan Ledger DOL Form 5500 · updated monthly

Personal Touch Holding Corp.ESOP

PERSONAL TOUCH HOME CARE EMPLOYEE STOCK OWNERSHIP PLAN · LAKE SUCCESS, NY · plan year 2022

Plan assets · 2022
$64.5M

Personal Touch Holding Corp.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $64,486,095 across 3,685 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 1,136th-largest of 5,648 plans among New York employers on file, and the 1,525th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$64,486,095
Participants with balances3,685
Active participants964
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$17,500
Benefits paid to participants$97,979,850
Plan auditUnmodified (clean) audit opinion
AuditorEFPR GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 3,663 accts
2023$57.2M · 3,663 accts
2022$64.5M · 3,685 accts
Administrative cost history3
2024Not separately reported
2023$17,075 · 0.03%
2022Not separately reported
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Source: U.S. Department of Labor, Form 5500 series, EIN 510311266 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.