2023 Form 5500 filing — Hospice Care Of Southwest Michigan 403(B) Retirement Savings 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 20241008145310NAL0029000800001) for Hospice Care Of Southwest Michigan 403(B) Retirement Savings Plan, reported by Hospice Care Of Southwest Michigan under EIN 38-2293985 and plan number 001. It reports 389 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)$14.4MReported net assets$14,432,711
Participants389
Provider compensation$95.9K5 Schedule C row(s)$95,925
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008145310NAL0029000800001
Plan sponsor
Hospice Care Of Southwest Michigan
EIN
38-2293985
Plan number
001
Location
Kalamazoo, MI
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)$14.4M total assets
Net assets$14.4MLiabilities$0
Money in vs. money out
Total income / additions$4.4M
Total expenses$3.2M
Benefits paid / distributions$3.2M
Contributions
Employer$531.9K
Participant$1.7M
Full reported line items
Total assets (EOY)
$14,432,711
Total liabilities (EOY)
$0
Net assets (EOY)
$14,432,711
Employer contributions
$531,903
Participant contributions
$1,688,221
Total income / additions
$4,360,768
Benefits paid
$3,164,747
Administrative expenses
$49,860
Total expenses
$3,214,607
Net increase / (decrease)
$1,146,161
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $49.7K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $0 · Indirect $30.4K
  3. 3
    INVESTMENT ADVISORY · Direct $0 · Indirect $11K
  4. 4
    OTHER SERVICES · Direct $0 · Indirect $4.8K
  5. 5
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008145310NAL0029000800001 cover?
It is the 2023 Form 5500 filing for Hospice Care Of Southwest Michigan 403(B) Retirement Savings Plan, reported by Hospice Care Of Southwest Michigan (EIN 38-2293985).
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