2023 Form 5500 filing — Islands Hospice, 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 20240916091236NAL0003519746001) for Islands Hospice, Inc. 401(K) Plan, reported by Islands Hospice, Inc. under EIN 26-4659430 and plan number 002. It reports 202 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916091236NAL0003519746001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Islands Hospice, Inc.
- EIN
- 26-4659430
- Plan number
- 002
- Location
- San Diego, CA
- Participants
- 202
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,601,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,601,942
- Employer contributions
- $293,836
- Participant contributions
- $604,705
- Total income / additions
- $1,333,804
- Benefits paid
- $208,830
- Administrative expenses
- $6,982
- Total expenses
- $215,812
- Net increase / (decrease)
- $1,117,992
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beasley & Company | N/A | $6,207 | $0 |
| Capital Group Retirement Plan Servi | N/A | $0 | $0 |
| Capital Research And Management Co | N/A | $0 | $0 |
| Capital Bank And Trust | N/A | $0 | $0 |
| Morgan Stanley Insurance Services | N/A | $0 | $0 |