Hospice Of The Panhandle, Inc. 401k Plan — Form 5500 plan (Hospice Of The Panhandle, 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, Hospice Of The Panhandle, Inc. 401k Plan is a benefit plan reported by Hospice Of The Panhandle, Inc. under EIN 31-1011765 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $4,919,210 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospice Of The Panhandle, Inc.
- EIN
- 31-1011765
- Plan number
- 002
- Plan type
- 2
- Location
- Kearneysville, WV
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $4,919,210
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241014143017NAL0026413169001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,919,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,919,210
- Net assets (BOY)
- $4,645,770
Income & contributions
- Employer contributions
- $232,977
- Participant contributions
- $330,547
- Total contributions
- $565,278
- Total income / additions
- $1,300,983
Expenses & distributions
- Benefits paid
- $977,838
- Administrative expenses
- $36,386
- Total expenses
- $1,027,543
- Net increase / (decrease)
- $273,440
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial Advisors | RIA, RI, IA | $20,178 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $13,858 | not reported in the loaded dataset | 2023 |
| Tigers Eye Benefits Consulting | THIRD PARTY ADMIN | $2,350 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $0 | $1 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hospice Of The Panhandle, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Kearneysville, WV
- United Capital Financial Advisors — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Tigers Eye Benefits Consulting — Schedule C compensation
- Ascensus — Schedule C compensation