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, Norwell Vna And Hospice 401(K) Plan & Trust is a benefit plan reported by Norwell Visiting Nurse Association, Inc. under EIN 04-2104797 and plan number 001. The latest loaded filing year is 2023. The filing reports 398 participants and $15,209,443 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,209,443
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,209,443
- Net assets (BOY)
- $12,628,443
Income & contributions
- Employer contributions
- $349,384
- Participant contributions
- $1,346,029
- Total contributions
- $2,107,848
- Total income / additions
- $4,368,282
Expenses & distributions
- Benefits paid
- $1,717,966
- Administrative expenses
- $68,833
- Total expenses
- $1,787,282
- Net increase / (decrease)
- $2,581,000