2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Yolo Hospice, 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 20241014160805NAL0045244416001) for 403(B) Thrift Plan For Employees Of Yolo Hospice, Inc., reported by Yolo Hospice, Inc. under EIN 94-2597528 and plan number 002. It reports 180 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014160805NAL0045244416001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Yolo Hospice, Inc.
- EIN
- 94-2597528
- Plan number
- 002
- Location
- Davis, CA
- Participants
- 180
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,910,874
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,910,874
- Employer contributions
- $92,477
- Participant contributions
- $213,407
- Total income / additions
- $870,881
- Benefits paid
- $341,205
- Administrative expenses
- $812
- Total expenses
- $342,017
- Net increase / (decrease)
- $528,864
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mutual Of America Investment Corp | RECORD KEEPER | $812 | $0 |