403(B) Thrift Plan For Employees Of Yolo Hospice, Inc. — Form 5500 plan (Yolo 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, 403(B) Thrift Plan For Employees Of Yolo Hospice, Inc. is a benefit plan reported by Yolo Hospice, Inc. under EIN 94-2597528 and plan number 002. The latest loaded filing year is 2023. The filing reports 180 participants and $3,910,874 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Yolo Hospice, Inc.
EIN
94-2597528
Plan number
002
Plan type
2
Location
Davis, CA
Latest filing year
2023
Participants
180
End-of-year plan assets
$3,910,874

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023180H, C20241014160805NAL0045244416001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,910,874
Total liabilities (EOY)
$0
Net assets (EOY)
$3,910,874
Net assets (BOY)
$3,382,010

Income & contributions

Employer contributions
$92,477
Participant contributions
$213,407
Total contributions
$305,884
Total income / additions
$870,881

Expenses & distributions

Benefits paid
$341,205
Administrative expenses
$812
Total expenses
$342,017
Net increase / (decrease)
$528,864

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Mutual Of America Investment CorpRECORD KEEPER$812$02023

Related Form 5500 pages