The Elizabeth Hospice 401(K) Plan — Form 5500 plan (The Elizabeth Hospice)
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, The Elizabeth Hospice 401(K) Plan is a benefit plan reported by The Elizabeth Hospice under EIN 95-3275679 and plan number 001. The latest loaded filing year is 2023. The filing reports 396 participants and $17,953,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Elizabeth Hospice
- EIN
- 95-3275679
- Plan number
- 001
- Plan type
- 2
- Location
- Escondido, CA
- Latest filing year
- 2023
- Participants
- 396
- End-of-year plan assets
- $17,953,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 396 | H, C | 20240731135217NAL0021600257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,953,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,953,473
- Net assets (BOY)
- $16,313,178
Income & contributions
- Employer contributions
- $436,847
- Participant contributions
- $1,455,107
- Total contributions
- $1,982,546
- Total income / additions
- $4,179,682
Expenses & distributions
- Benefits paid
- $2,433,373
- Administrative expenses
- $94,389
- Total expenses
- $2,539,387
- Net increase / (decrease)
- $1,640,295
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $44,529 | $0 | 2023 |
| Morgan Stanley | INVESTMENT ADVISOR | $41,238 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $8,622 | not reported in the loaded dataset | 2023 |