2023 Form 5500 filing — 403(B) Thrift Plan For Hospice Of Davidson County, North Carolina, Inc.

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 20240731134610NAL0012722867001) for 403(B) Thrift Plan For Hospice Of Davidson County, North Carolina, Inc., reported by Hospice Of Davidson County, No under EIN 58-1592138 and plan number 001. It reports 136 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)$5.6MReported net assets$5,551,365
Participants136
Provider compensation$9881 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240731134610NAL0012722867001
Plan sponsor
Hospice Of Davidson County, No
EIN
58-1592138
Plan number
001
Location
Lexington, NC
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)$5.6M total assets
Net assets$5.6MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$490.4K
Benefits paid / distributions$489.4K
Contributions
Employer$185.7K
Participant$295.9K
Full reported line items
Total assets (EOY)
$5,551,365
Total liabilities (EOY)
$0
Net assets (EOY)
$5,551,365
Employer contributions
$185,667
Participant contributions
$295,935
Total income / additions
$1,432,989
Benefits paid
$489,399
Administrative expenses
$988
Total expenses
$490,387
Net increase / (decrease)
$942,602
Schedule C

Reported service provider compensation

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

  1. 1
    RECORD KEEPER · Direct $988 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240731134610NAL0012722867001 cover?
It is the 2023 Form 5500 filing for 403(B) Thrift Plan For Hospice Of Davidson County, North Carolina, Inc., reported by Hospice Of Davidson County, No (EIN 58-1592138).
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