2023 Form 5500 filing — Circle Of Life Retirement 403b 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 20240828095740NAL0025823954001) for Circle Of Life Retirement 403b Plan, reported by Circle Of Life Hospice & Palliativate Care under EIN 31-1690041 and plan number 001. It reports 289 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240828095740NAL0025823954001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Circle Of Life Hospice & Palliativate Care
- EIN
- 31-1690041
- Plan number
- 001
- Location
- Springdale, AR
- Participants
- 289
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,139,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,139,419
- Employer contributions
- $181,372
- Participant contributions
- $541,763
- Total income / additions
- $1,795,890
- Benefits paid
- $741,177
- Administrative expenses
- $17,448
- Total expenses
- $760,188
- Net increase / (decrease)
- $1,035,702
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arvest Wealth Management | NONE | $13,561 | not reported in the loaded dataset |
| Ascensus LLC | NONE | $3,887 | $13 |