2023 Form 5500 filing — Sharon S. Richardson Community Hospice 403(B) 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 20240718093150NAL0011390978001) for Sharon S. Richardson Community Hospice 403(B) Plan, reported by Sharon S. Richardson Community Hospice under EIN 04-3794775 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240718093150NAL0011390978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sharon S. Richardson Community Hospice
- EIN
- 04-3794775
- Plan number
- 001
- Location
- Sheboygan Falls, WI
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,217,701
- Net assets (EOY)
- $3,217,701
- Employer contributions
- $215,217
- Participant contributions
- $556,079
- Total income / additions
- $1,273,924
- Benefits paid
- $549,685
- Administrative expenses
- $25,721
- Total expenses
- $575,406
- Net increase / (decrease)
- $698,518
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $25,721 | $0 |