2023 Form 5500 filing — Norwell Vna And Hospice 401(K) Plan & Trust
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 20240816164919NAL0025007088001) for Norwell Vna And Hospice 401(K) Plan & Trust, reported by Norwell Visiting Nurse Association, Inc. under EIN 04-2104797 and plan number 001. It reports 398 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240816164919NAL0025007088001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Norwell Visiting Nurse Association, Inc.
- EIN
- 04-2104797
- Plan number
- 001
- Location
- Norwell, MA
- Participants
- 398
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $15,209,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,209,443
- Employer contributions
- $349,384
- Participant contributions
- $1,346,029
- Total income / additions
- $4,368,282
- Benefits paid
- $1,717,966
- Administrative expenses
- $68,833
- Total expenses
- $1,787,282
- Net increase / (decrease)
- $2,581,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Rockland Trust | INVESTMENT ADVISOR | $26,939 | not reported in the loaded dataset |
| John Hancock Life Insurance Comp. | RECORDKEEPER | $1,729 | $0 |