2023 Form 5500 filing — Home Health And Hospice Care, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240611075102NAL0013014595001) for Home Health And Hospice Care, Inc. 401(K) Plan, reported by Home Health And Hospice Care, Inc. under EIN 56-2160050 and plan number 002. It reports 550 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240611075102NAL0013014595001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Home Health And Hospice Care, Inc.
- EIN
- 56-2160050
- Plan number
- 002
- Location
- Goldsboro, NC
- Participants
- 550
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,673,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,673,145
- Employer contributions
- $801,727
- Participant contributions
- $1,138,175
- Total income / additions
- $4,279,362
- Benefits paid
- $1,320,464
- Administrative expenses
- $79,967
- Total expenses
- $1,421,330
- Net increase / (decrease)
- $2,858,032
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $76,865 | $0 |
| Janney Montgomery Scott LLC | BROKER/ADVISER | $0 | $37,579 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $3,076 | not reported in the loaded dataset |