2023 Form 5500 filing — Hope Hospice And Community Services, Inc. 403(B) 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 20241022141506NAL0003798000001) for Hope Hospice And Community Services, Inc. 403(B) Plan, reported by Hope Hospice And Community Services, Inc. under EIN 59-2128697 and plan number 002. It reports 1,047 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)$21.9MReported net assets$21,923,802
Participants1K1,047
Provider compensation$105.2K3 Schedule C row(s)$105,243
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241022141506NAL0003798000001
- Plan sponsor
- Hope Hospice And Community Services, Inc.
- EIN
- 59-2128697
- Plan number
- 002
- Location
- Ft Myers, FL
- 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)$21.9M total assets
Net assets$21.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $21,923,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,923,802
- Employer contributions
- $0
- Participant contributions
- $2,706,099
- Total income / additions
- $5,947,354
- Benefits paid
- $8,455,024
- Administrative expenses
- $105,243
- Total expenses
- $8,587,165
- Net increase / (decrease)
- -$2,639,811
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $65,386 | $0 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $34,164 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,693 | not reported in the loaded dataset |