2023 Form 5500 filing — Regional Hospice & Home Care 401(K) Profit Sharing 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 20240925102630NAL0008242659002) for Regional Hospice & Home Care 401(K) Profit Sharing Plan & Trust, reported by Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice under EIN 06-1178847 and plan number 001. It reports 172 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925102630NAL0008242659002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice
- EIN
- 06-1178847
- Plan number
- 001
- Location
- Danbury, CT
- Participants
- 172
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,461,251
- Net assets (EOY)
- $5,461,251
- Employer contributions
- $206,410
- Participant contributions
- $450,396
- Total income / additions
- $1,492,674
- Benefits paid
- $1,191,096
- Administrative expenses
- $27,598
- Total expenses
- $1,238,468
- Net increase / (decrease)
- $254,206
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Patriot Financial Group | INVESTMENT ADVISOR | $8,500 | $0 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $8,489 | $0 |
| Wells Thomas, LLC | THIRD PARTY ADMIN | $5,265 | $0 |
| Wt 3(16) LLC | CONTRACT ADMIN | $5,080 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,629 | $0 |