2023 Form 5500 filing — Hoffmann Hospice 403(B) 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 20240930113059NAL0005478993001) for Hoffmann Hospice 403(B) Plan, reported by Hoffmann Hospice Of The Valley, Inc. under EIN 77-0386207 and plan number 001. It reports 275 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)$5.3MReported net assets$5,270,573
Participants275
Provider compensation$29.5K1 Schedule C row(s)$29,469
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240930113059NAL0005478993001
Plan sponsor
Hoffmann Hospice Of The Valley, Inc.
EIN
77-0386207
Plan number
001
Location
Bakersfield, 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)$5.3M total assets
Net assets$5.3MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$993.2K
Benefits paid / distributions$986.9K
Contributions
Employer$247.7K
Participant$517.3K
Full reported line items
Total assets (EOY)
$5,270,573
Total liabilities (EOY)
$0
Net assets (EOY)
$5,270,573
Employer contributions
$247,702
Participant contributions
$517,310
Total income / additions
$1,451,407
Benefits paid
$986,865
Administrative expenses
$2,246
Total expenses
$993,187
Net increase / (decrease)
$458,220
Schedule C

Reported service provider compensation

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

  1. 1
    SERVICE PROVIDER · Direct $29.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240930113059NAL0005478993001 cover?
It is the 2023 Form 5500 filing for Hoffmann Hospice 403(B) Plan, reported by Hoffmann Hospice Of The Valley, Inc. (EIN 77-0386207).
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