2023 Form 5500 filing — Addison County Home Health & Hospice 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 20241010101356NAL0009898035001) for Addison County Home Health & Hospice Retirement Savings Plan, reported by Addison County Home Health & Hospice, Inc. under EIN 23-7032401 and plan number 001. It reports 116 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)$6MReported net assets$6,008,571
Participants116
Provider compensation$23K3 Schedule C row(s)$22,991
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010101356NAL0009898035001
Plan sponsor
Addison County Home Health & Hospice, Inc.
EIN
23-7032401
Plan number
001
Location
New Haven, VT
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)$6M total assets
Net assets$6MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$705.8K
Benefits paid / distributions$682.8K
Contributions
Employer$140.9K
Participant$357.4K
Full reported line items
Total assets (EOY)
$6,008,571
Total liabilities (EOY)
$0
Net assets (EOY)
$6,008,571
Employer contributions
$140,948
Participant contributions
$357,383
Total income / additions
$1,449,705
Benefits paid
$682,834
Administrative expenses
$22,991
Total expenses
$705,825
Net increase / (decrease)
$743,880
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $13.4K · Indirect $0
  2. 2
    INVESTMENT ADVISOR · Direct $7.1K
  3. 3
    INVESTMENT ADVISOR · Direct $2.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010101356NAL0009898035001 cover?
It is the 2023 Form 5500 filing for Addison County Home Health & Hospice Retirement Savings Plan, reported by Addison County Home Health & Hospice, Inc. (EIN 23-7032401).
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