Home Health And Hospice Care, Inc. 401(K) Plan — Form 5500 plan (Home Health And Hospice Care, 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, Home Health And Hospice Care, Inc. 401(K) Plan is a benefit plan reported by Home Health And Hospice Care, Inc. under EIN 56-2160050 and plan number 002. The latest loaded filing year is 2023. The filing reports 550 participants and $17,673,145 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Health And Hospice Care, Inc.
- EIN
- 56-2160050
- Plan number
- 002
- Plan type
- 2
- Location
- Goldsboro, NC
- Latest filing year
- 2023
- Participants
- 550
- End-of-year plan assets
- $17,673,145
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 550 | H, C | 20240611075102NAL0013014595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,673,145
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,673,145
- Net assets (BOY)
- $14,815,113
Income & contributions
- Employer contributions
- $801,727
- Participant contributions
- $1,138,175
- Total contributions
- $1,999,861
- Total income / additions
- $4,279,362
Expenses & distributions
- Benefits paid
- $1,320,464
- Administrative expenses
- $79,967
- Total expenses
- $1,421,330
- Net increase / (decrease)
- $2,858,032
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $76,865 | $0 | 2023 |
| Janney Montgomery Scott LLC | BROKER/ADVISER | $0 | $37,579 | 2023 |
| Envestnet Retirement Solutions, LLC | INVESTMENT ADVISOR | $3,076 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Home Health And Hospice Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Goldsboro, NC
- Empower Annuity Insurance Company O — Schedule C compensation
- Janney Montgomery Scott LLC — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation