2023 Form 5500 filing — Hope Hospice 403(B) Tax Deferred Annuity Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240617143606NAL0002143760001) for Hope Hospice 403(B) Tax Deferred Annuity Plan, reported by Hope Hospice under EIN 74-2314580 and plan number 001. It reports 139 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$3.2MReported net assets$3,219,719
Participants139
Provider compensation$25.9K3 Schedule C row(s)$25,929
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240617143606NAL0002143760001
Plan sponsor
Hope Hospice
EIN
74-2314580
Plan number
001
Location
New Braunfels, TX
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$3.2M total assets
Net assets$3.2MLiabilities$18
Money in vs. money out
Total income / additions$978.9K
Total expenses$422.5K
Benefits paid / distributions$398.4K
Contributions
Employer$185.5K
Participant$321.1K
Full reported line items
Total assets (EOY)
$3,219,737
Total liabilities (EOY)
$18
Net assets (EOY)
$3,219,719
Employer contributions
$185,512
Participant contributions
$321,050
Total income / additions
$978,879
Benefits paid
$398,438
Administrative expenses
$24,052
Total expenses
$422,490
Net increase / (decrease)
$556,389
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $16.3K
  2. 2
    RECORDKEEPER · Direct $7.5K
  3. 3
    INVESTMENT MGMT · Direct $2.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240617143606NAL0002143760001 cover?
It is the 2023 Form 5500 filing for Hope Hospice 403(B) Tax Deferred Annuity Plan, reported by Hope Hospice (EIN 74-2314580).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages