Plan5500

Heart To Heart Hospice 401(K) Plan — Form 5500 plan (Heart To Heart Hospice Holdings, LLC)

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, Heart To Heart Hospice 401(K) Plan is a benefit plan reported by Heart To Heart Hospice Holdings, LLC under EIN 61-1700842 and plan number 333. The latest loaded filing year is 2023. The filing reports 594 participants and $21,162,294 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heart To Heart Hospice Holdings, LLC
EIN
61-1700842
Plan number
333
Plan type
3
Location
Plano, TX
Latest filing year
2023
Participants
594
End-of-year plan assets
$21,162,294

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023594H, C20241015124631NAL0028467009001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,162,294
Total liabilities (EOY)
$0
Net assets (EOY)
$21,162,294
Net assets (BOY)
$17,335,960

Income & contributions

Employer contributions
$1,181,923
Participant contributions
$2,520,653
Total contributions
$3,983,365
Total income / additions
$6,345,746

Expenses & distributions

Benefits paid
$2,495,771
Administrative expenses
$23,641
Total expenses
$2,519,412
Net increase / (decrease)
$3,826,334

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Loren D Stark Company IncCONTACT ADMIN$27,526$8,9632023
Empower Annuity Insurance CompanyRECORD KEEPER$7,039$02023
Empower Advisory Group, LLCINVESTMENT MGMT$6,305not reported in the loaded dataset2023

Related Form 5500 pages