Hope Hospice, Inc. Retirement Plan — Form 5500 plan (Hope Hospice, 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, Hope Hospice, Inc. Retirement Plan is a benefit plan reported by Hope Hospice, Inc. under EIN 94-2576059 and plan number 001. The latest loaded filing year is 2023. The filing reports 135 participants and $4,342,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hope Hospice, Inc.
EIN
94-2576059
Plan number
001
Plan type
2
Location
Dublin, CA
Latest filing year
2023
Participants
135
End-of-year plan assets
$4,342,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023135H, C20241014183343NAL0045660224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,342,744
Total liabilities (EOY)
$0
Net assets (EOY)
$4,342,744
Net assets (BOY)
$3,718,564

Income & contributions

Employer contributions
$148,944
Participant contributions
$511,073
Total contributions
$660,017
Total income / additions
$1,229,899

Expenses & distributions

Benefits paid
$569,487
Administrative expenses
$36,232
Total expenses
$605,719
Net increase / (decrease)
$624,180

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideCONTRACT ADMIN$16,260$1,0952023
Cbiz Financial SolutionsINVESTMENT ADVISOR$13,432not reported in the loaded dataset2023

Related Form 5500 pages