Regional Hospice & Home Care 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional 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, Regional Hospice & Home Care 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice under EIN 06-1178847 and plan number 001. The latest loaded filing year is 2023. The filing reports 172 participants and $5,461,251 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice
- EIN
- 06-1178847
- Plan number
- 001
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 172
- End-of-year plan assets
- $5,461,251
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 172 | H, C | 20240925102630NAL0008242659002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,461,251
- Net assets (EOY)
- $5,461,251
- Net assets (BOY)
- $5,207,045
Income & contributions
- Employer contributions
- $206,410
- Participant contributions
- $450,396
- Total contributions
- $778,158
- Total income / additions
- $1,492,674
Expenses & distributions
- Benefits paid
- $1,191,096
- Administrative expenses
- $27,598
- Total expenses
- $1,238,468
- Net increase / (decrease)
- $254,206
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Patriot Financial Group | INVESTMENT ADVISOR | $8,500 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $8,489 | $0 | 2023 |
| Wells Thomas, LLC | THIRD PARTY ADMIN | $5,265 | $0 | 2023 |
| Wt 3(16) LLC | CONTRACT ADMIN | $5,080 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $1,629 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Regional Hospice & Home Care Of Western Ct, Inc. Dba Regional Hospice
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- The Patriot Financial Group — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Wells Thomas, LLC — Schedule C compensation
- Wt 3(16) LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation