Lake Sunapee Home Care And Hospice Erisa 403b Plan — Form 5500 plan (Lake Sunapee Home Care And 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, Lake Sunapee Home Care And Hospice Erisa 403b Plan is a benefit plan reported by Lake Sunapee Home Care And Hospice under EIN 23-7066056 and plan number 003. The latest loaded filing year is 2023. The filing reports 169 participants and $5,258,158 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lake Sunapee Home Care And Hospice
- EIN
- 23-7066056
- Plan number
- 003
- Plan type
- 2
- Location
- New London, NH
- Latest filing year
- 2023
- Participants
- 169
- End-of-year plan assets
- $5,258,158
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 169 | H, C | 20240904150540NAL0009816339001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,258,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,258,158
- Net assets (BOY)
- $4,551,064
Income & contributions
- Employer contributions
- $147,845
- Participant contributions
- $319,173
- Total contributions
- $467,018
- Total income / additions
- $1,200,258
Expenses & distributions
- Benefits paid
- $464,313
- Administrative expenses
- $28,851
- Total expenses
- $493,164
- Net increase / (decrease)
- $707,094
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Pension And Wealth Management Advis | NONE | $15,238 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $13,613 | $0 | 2023 |