Vna & Hospice Of The Southwest Region 401(K) Plan And Trust — Form 5500 plan (Vna & Hospice Of The Southwest Region)
Plain-English plan 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, Vna & Hospice Of The Southwest Region 401(K) Plan And Trust is a benefit plan reported by Vna & Hospice Of The Southwest Region under EIN 03-0185024 and plan number 001. The latest loaded filing year is 2023. The filing reports 276 participants and $11,631,303 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Vna & Hospice Of The Southwest Region
- EIN
- 03-0185024
- Plan number
- 001
- Plan type
- 2
- Location
- Rutland, VT
- Latest filing year
- 2023
- Participants
- 276
- End-of-year plan assets
- $11,631,303
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 276 | H, C | 20241015103739NAL0029275825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,631,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,631,303
- Net assets (BOY)
- $10,260,536
Income & contributions
- Employer contributions
- $304,263
- Participant contributions
- $515,055
- Total contributions
- $850,785
- Total income / additions
- $2,607,945
Expenses & distributions
- Benefits paid
- $1,207,238
- Administrative expenses
- $29,692
- Total expenses
- $1,237,178
- Net increase / (decrease)
- $1,370,767
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Wilmington Trust | ADVISOR | $24,366 | not reported in the loaded dataset | 2023 |
| Newport Group, Inc. | RECORDKEEPER | $5,327 | $0 | 2023 |