2023 Form 5500 filing — Visiting Nurse Home & Hospice 401(K) Retirement 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 20240730104737NAL0020568241001) for Visiting Nurse Home & Hospice 401(K) Retirement Plan, reported by Visiting Nurse Home & Hospice under EIN 05-0258915 and plan number 002. It reports 214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240730104737NAL0020568241001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Visiting Nurse Home & Hospice
- EIN
- 05-0258915
- Plan number
- 002
- Location
- Portsmouth, RI
- Participants
- 214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,548,178
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,548,178
- Employer contributions
- $446,589
- Participant contributions
- $744,125
- Total income / additions
- $3,426,795
- Benefits paid
- $2,487,391
- Administrative expenses
- $33,506
- Total expenses
- $2,520,897
- Net increase / (decrease)
- $905,898
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | ADVISOR | $29,696 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,810 | $0 |