2023 Form 5500 filing — Cedar Valley Hospice 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 20240916084311NAL0003464450001) for Cedar Valley Hospice Retirement Plan, reported by Cedar Valley Hospice, Inc. under EIN 42-1135294 and plan number 001. It reports 126 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240916084311NAL0003464450001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cedar Valley Hospice, Inc.
- EIN
- 42-1135294
- Plan number
- 001
- Location
- Waterloo, IA
- Participants
- 126
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,811,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,811,497
- Employer contributions
- $256,857
- Participant contributions
- $333,849
- Total income / additions
- $1,405,190
- Benefits paid
- $429,600
- Administrative expenses
- $30,610
- Total expenses
- $460,210
- Net increase / (decrease)
- $944,980
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Accel Wealth Management LLC | INVESTMENT ADVISOR | $19,949 | not reported in the loaded dataset |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $5,216 | $0 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,551 | not reported in the loaded dataset |