Hopewell Health Centers, Inc. Retirement Plan — Form 5500 plan (Hopewell Health Centers, 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, Hopewell Health Centers, Inc. Retirement Plan is a benefit plan reported by Hopewell Health Centers, Inc. under EIN 31-1155352 and plan number 001. The latest loaded filing year is 2023. The filing reports 850 participants and $32,477,576 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hopewell Health Centers, Inc.
EIN
31-1155352
Plan number
001
Plan type
2
Location
Chillicothe, OH
Latest filing year
2023
Participants
850
End-of-year plan assets
$32,477,576

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023850H, C20241008153237NAL0008527843001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$32,477,576
Total liabilities (EOY)
$0
Net assets (EOY)
$32,477,576
Net assets (BOY)
$26,305,566

Income & contributions

Employer contributions
$1,060,496
Participant contributions
$2,116,821
Total contributions
$3,636,176
Total income / additions
$7,936,912

Expenses & distributions

Benefits paid
$1,655,923
Administrative expenses
$108,979
Total expenses
$1,764,902
Net increase / (decrease)
$6,172,010

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wilshire Associates IncRIA$5,686$02023
John Hancock UsaRECORDKEEPER$2,954$02023

Related Form 5500 pages