Sharon S. Richardson Community Hospice 403(B) Plan — Form 5500 plan (Sharon S. Richardson Community Hospice)
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, Sharon S. Richardson Community Hospice 403(B) Plan is a benefit plan reported by Sharon S. Richardson Community Hospice under EIN 04-3794775 and plan number 001. The latest loaded filing year is 2023. The filing reports 134 participants and $3,217,701 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sharon S. Richardson Community Hospice
- EIN
- 04-3794775
- Plan number
- 001
- Plan type
- 2
- Location
- Sheboygan Falls, WI
- Latest filing year
- 2023
- Participants
- 134
- End-of-year plan assets
- $3,217,701
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 134 | H, C | 20240718093150NAL0011390978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,217,701
- Net assets (EOY)
- $3,217,701
- Net assets (BOY)
- $2,519,183
Income & contributions
- Employer contributions
- $215,217
- Participant contributions
- $556,079
- Total contributions
- $771,296
- Total income / additions
- $1,273,924
Expenses & distributions
- Benefits paid
- $549,685
- Administrative expenses
- $25,721
- Total expenses
- $575,406
- Net increase / (decrease)
- $698,518
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Associated Trust Company, N.A. | NONE | $25,721 | $0 | 2023 |