2023 Form 5500 filing — Hospice Of The North Coast 401(K) 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 20240620133608NAL0001342225001) for Hospice Of The North Coast 401(K) Plan, reported by Hospice Of The North Coast under EIN 95-3646269 and plan number 001. It reports 171 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)$6.5MReported net assets$6,481,853
Participants171
Provider compensation$22.5K3 Schedule C row(s)$22,533
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240620133608NAL0001342225001
Plan sponsor
Hospice Of The North Coast
EIN
95-3646269
Plan number
001
Location
Carlsbad, CA
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Money in vs. money out
Total income / additions$2.2M
Total expenses$417.9K
Benefits paid / distributions$394K
Contributions
Employer$316.9K
Participant$761.6K
Full reported line items
Total assets (EOY)
$6,481,853
Total liabilities (EOY)
$0
Net assets (EOY)
$6,481,853
Employer contributions
$316,948
Participant contributions
$761,605
Total income / additions
$2,205,796
Benefits paid
$393,999
Administrative expenses
$22,533
Total expenses
$417,875
Net increase / (decrease)
$1,787,921
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $21K
  2. 2
    INVESTMENT MGMT · Direct $1.5K
  3. 3
    RECORDKEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240620133608NAL0001342225001 cover?
It is the 2023 Form 5500 filing for Hospice Of The North Coast 401(K) Plan, reported by Hospice Of The North Coast (EIN 95-3646269).
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