2023 Form 5500 filing — Central Coast Vna & Hospice Inc And Affiliates 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 20240722165032NAL0010847825001) for Central Coast Vna & Hospice Inc And Affiliates 403(B) Plan, reported by Central Coast Vna & Hospice Inc. under EIN 94-1205572 and plan number 001. It reports 437 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722165032NAL0010847825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Central Coast Vna & Hospice Inc.
- EIN
- 94-1205572
- Plan number
- 001
- Location
- Monterey, CA
- Participants
- 437
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,125,799
- Net assets (EOY)
- $13,125,799
- Employer contributions
- $422,359
- Participant contributions
- $785,345
- Total income / additions
- $2,770,529
- Benefits paid
- $1,347,991
- Administrative expenses
- $30,821
- Total expenses
- $1,422,483
- Net increase / (decrease)
- $1,348,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $15,860 | $0 |
| Nexus Administrators Inc | CONTRACT ADMIN | $5,500 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,865 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,805 | $0 |