Visiting Nurse Home & Hospice 401(K) Retirement Plan — Form 5500 plan (Visiting Nurse Home & 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, Visiting Nurse Home & Hospice 401(K) Retirement Plan is a benefit plan reported by Visiting Nurse Home & Hospice under EIN 05-0258915 and plan number 002. The latest loaded filing year is 2023. The filing reports 214 participants and $13,548,178 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Visiting Nurse Home & Hospice
- EIN
- 05-0258915
- Plan number
- 002
- Plan type
- 2
- Location
- Portsmouth, RI
- Latest filing year
- 2023
- Participants
- 214
- End-of-year plan assets
- $13,548,178
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 214 | H, C | 20240730104737NAL0020568241001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,548,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,548,178
- Net assets (BOY)
- $12,642,280
Income & contributions
- Employer contributions
- $446,589
- Participant contributions
- $744,125
- Total contributions
- $1,195,115
- Total income / additions
- $3,426,795
Expenses & distributions
- Benefits paid
- $2,487,391
- Administrative expenses
- $33,506
- Total expenses
- $2,520,897
- Net increase / (decrease)
- $905,898
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $29,696 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $3,810 | $0 | 2023 |