Community Hospice, Inc. 401(K) Plan — Form 5500 plan (Community 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, Community Hospice, Inc. 401(K) Plan is a benefit plan reported by Community Hospice, Inc. under EIN 31-0970252 and plan number 001. The latest loaded filing year is 2023. The filing reports 100 participants and $5,947,746 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Community Hospice, Inc.
EIN
31-0970252
Plan number
001
Plan type
2
Location
Ashland, KY
Latest filing year
2023
Participants
100
End-of-year plan assets
$5,947,746

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023100H, C20240724155501NAL0012967393001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,947,746
Total liabilities (EOY)
$0
Net assets (EOY)
$5,947,746
Net assets (BOY)
$5,501,058

Income & contributions

Employer contributions
$254,533
Participant contributions
$255,161
Total contributions
$509,694
Total income / additions
$1,506,588

Expenses & distributions

Benefits paid
$1,024,516
Administrative expenses
$35,384
Total expenses
$1,059,900
Net increase / (decrease)
$446,688

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Leif Clarke Wealth Management LLCADVISOR$33,321not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$2,063$02023

Related Form 5500 pages