2023 Form 5500 filing — Section 403(B) Retirement Plan For Hudson Valley Hospice

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 20241009131933NAL0019284769001) for Section 403(B) Retirement Plan For Hudson Valley Hospice, reported by Hudson Valley Hospice under EIN 14-1638619 and plan number 001. It reports 385 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)$10.3MReported net assets$10,264,615
Participants385
Provider compensation$34.8K2 Schedule C row(s)$34,799
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009131933NAL0019284769001
Plan sponsor
Hudson Valley Hospice
EIN
14-1638619
Plan number
001
Location
Poughkeepsie, NY
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)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$3.3M
Total expenses$517.5K
Benefits paid / distributions$482.7K
Contributions
Employer$448.5K
Participant$1.1M
Full reported line items
Total assets (EOY)
$10,264,615
Total liabilities (EOY)
$0
Net assets (EOY)
$10,264,615
Employer contributions
$448,507
Participant contributions
$1,134,339
Total income / additions
$3,301,398
Benefits paid
$482,705
Administrative expenses
$34,799
Total expenses
$517,504
Net increase / (decrease)
$2,783,894
Schedule C

Reported service provider compensation

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

  1. 1
    N/A · Direct $19.5K · Indirect $0
  2. 2
    RECORDKEEPER · Direct $15.3K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009131933NAL0019284769001 cover?
It is the 2023 Form 5500 filing for Section 403(B) Retirement Plan For Hudson Valley Hospice, reported by Hudson Valley Hospice (EIN 14-1638619).
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