2023 Form 5500 filing — Section 403(B) Retirement Plan For Hudson Valley Hospice
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 20241009131933NAL0019284769001) for Section 403(B) Retirement Plan For Hudson Valley Hospice, reported by Hudson Valley Hospice under EIN 14-1638619 and plan number 001. It reports 385 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$10.3MReported net assets$10,264,615
Participants385
Provider compensation$34.8K2 Schedule C row(s)$34,799
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009131933NAL0019284769001
- Plan sponsor
- Hudson Valley Hospice
- EIN
- 14-1638619
- Plan number
- 001
- Location
- Poughkeepsie, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $10,264,615
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,264,615
- Employer contributions
- $448,507
- Participant contributions
- $1,134,339
- Total income / additions
- $3,301,398
- Benefits paid
- $482,705
- Administrative expenses
- $34,799
- Total expenses
- $517,504
- Net increase / (decrease)
- $2,783,894
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthcare Community Securities Cor | N/A | $19,496 | $0 |
| Healthcare Community Securities Cor | RECORDKEEPER | $15,303 | $0 |