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, Caldwell Hospice And Palliative Care, Inc. Retirement Plan is a benefit plan reported by Caldwell Hospice And Palliative Care, Inc. under EIN 56-1338470 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $9,094,737 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,094,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,094,737
- Net assets (BOY)
- $7,968,892
Income & contributions
- Employer contributions
- $398,016
- Participant contributions
- $641,432
- Total contributions
- $1,132,543
- Total income / additions
- $2,387,391
Expenses & distributions
- Benefits paid
- $1,201,650
- Administrative expenses
- $59,896
- Total expenses
- $1,261,546
- Net increase / (decrease)
- $1,125,845