2023 Form 5500 filing — 403(B) Thrift Plan Of Kanawha Hospice Care, Inc.
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 20241011122646NAL0010911347001) for 403(B) Thrift Plan Of Kanawha Hospice Care, Inc., reported by Kanawha Hospice Care, Inc. under EIN 34-1337316 and plan number 003. It reports 455 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011122646NAL0010911347001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Kanawha Hospice Care, Inc.
- EIN
- 34-1337316
- Plan number
- 003
- Location
- Charleston, WV
- Participants
- 455
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,356,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,356,963
- Employer contributions
- $503,919
- Participant contributions
- $820,224
- Total income / additions
- $3,327,672
- Benefits paid
- $3,065,382
- Administrative expenses
- $32,778
- Total expenses
- $3,099,340
- Net increase / (decrease)
- $228,332
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axxcess Wealth Management, LLC | INVESTMENT ADVISOR | $31,167 | not reported in the loaded dataset |
| Jackson Kelly Pllc | CONTRACT ADMIN | $8,229 | not reported in the loaded dataset |
| Envestnet Retirement Solutions, LLC | OTHER | $7,899 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $147 | not reported in the loaded dataset |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $0 | $0 |