2023 Form 5500 filing — Hospice Of Surry Retirement 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 20250715103918NAL0001240339001) for Hospice Of Surry Retirement Plan, reported by Hospice Of Surry County, Inc. under EIN 56-1346584 and plan number 001. It reports 456 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715103918NAL0001240339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hospice Of Surry County, Inc.
- EIN
- 56-1346584
- Plan number
- 001
- Location
- Mount Airy, NC
- Participants
- 456
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,183,263
- Net assets (EOY)
- $9,183,263
- Employer contributions
- $273,240
- Participant contributions
- $1,105,246
- Total income / additions
- $3,226,606
- Benefits paid
- $768,369
- Administrative expenses
- $97,134
- Total expenses
- $865,503
- Net increase / (decrease)
- $2,361,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $97,133 | $0 |
| Edward Jones | INVESTMENT ADVISORY | $0 | $25,325 |