2023 Form 5500 filing — Lake Sunapee Home Care And Hospice Erisa 403b 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 20240904150540NAL0009816339001) for Lake Sunapee Home Care And Hospice Erisa 403b Plan, reported by Lake Sunapee Home Care And Hospice under EIN 23-7066056 and plan number 003. It reports 169 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240904150540NAL0009816339001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lake Sunapee Home Care And Hospice
- EIN
- 23-7066056
- Plan number
- 003
- Location
- New London, NH
- Participants
- 169
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,258,158
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,258,158
- Employer contributions
- $147,845
- Participant contributions
- $319,173
- Total income / additions
- $1,200,258
- Benefits paid
- $464,313
- Administrative expenses
- $28,851
- Total expenses
- $493,164
- Net increase / (decrease)
- $707,094
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pension And Wealth Management Advis | NONE | $15,238 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $13,613 | $0 |