2023 Form 5500 filing — Hospice Of East Texas Safe Harbor 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 20241014170108NAL0026778177001) for Hospice Of East Texas Safe Harbor 401(K) Plan, reported by Hospice Of East Texas under EIN 75-1851420 and plan number 002. It reports 206 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014170108NAL0026778177001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hospice Of East Texas
- EIN
- 75-1851420
- Plan number
- 002
- Location
- Tyler, TX
- Participants
- 206
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,617,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,617,661
- Employer contributions
- $413,461
- Participant contributions
- $745,261
- Total income / additions
- $2,877,520
- Benefits paid
- $1,758,738
- Administrative expenses
- $102,207
- Total expenses
- $1,860,945
- Net increase / (decrease)
- $1,016,575
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| July Business Services | RECORDKEEPER AND TPA | $61,095 | not reported in the loaded dataset |
| Lasalle St Securities, LLC | INVESTMENT ADVISOR | $40,792 | not reported in the loaded dataset |