Islands Hospice, Inc. 401(K) Plan — Form 5500 plan (Islands Hospice, Inc.)
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, Islands Hospice, Inc. 401(K) Plan is a benefit plan reported by Islands Hospice, Inc. under EIN 26-4659430 and plan number 002. The latest loaded filing year is 2023. The filing reports 202 participants and $3,601,942 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Islands Hospice, Inc.
- EIN
- 26-4659430
- Plan number
- 002
- Plan type
- 2
- Location
- San Diego, CA
- Latest filing year
- 2023
- Participants
- 202
- End-of-year plan assets
- $3,601,942
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 202 | H, C | 20240916091236NAL0003519746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,601,942
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,601,942
- Net assets (BOY)
- $2,480,426
Income & contributions
- Employer contributions
- $293,836
- Participant contributions
- $604,705
- Total contributions
- $904,371
- Total income / additions
- $1,333,804
Expenses & distributions
- Benefits paid
- $208,830
- Administrative expenses
- $6,982
- Total expenses
- $215,812
- Net increase / (decrease)
- $1,117,992
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Beasley & Company | N/A | $6,207 | $0 | 2023 |
| Capital Group Retirement Plan Servi | N/A | $0 | $0 | 2023 |
| Capital Research And Management Co | N/A | $0 | $0 | 2023 |
| Capital Bank And Trust | N/A | $0 | $0 | 2023 |
| Morgan Stanley Insurance Services | N/A | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Islands Hospice, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Diego, CA
- Beasley & Company — Schedule C compensation
- Capital Group Retirement Plan Servi — Schedule C compensation
- Capital Research And Management Co — Schedule C compensation
- Capital Bank And Trust — Schedule C compensation
- Morgan Stanley Insurance Services — Schedule C compensation