2023 Form 5500 filing — Hospice Of Tuscarawas County 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 20241011122638NAL0012480003001) for Hospice Of Tuscarawas County Retirement Plan, reported by Hospice Of Tuscarawas County, Inc. under EIN 34-1522329 and plan number 001. It reports 181 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)$4.1MReported net assets$4,065,264
Participants181
Provider compensation$25.6K2 Schedule C row(s)$25,648
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011122638NAL0012480003001
Plan sponsor
Hospice Of Tuscarawas County, Inc.
EIN
34-1522329
Plan number
001
Location
New Philadelphia, OH
Received date
not reported in the loaded dataset
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)$4.1M total assets
Net assets$4.1MLiabilities$11.2K
Money in vs. money out
Total income / additions$1.3M
Total expenses$548.7K
Benefits paid / distributions$523.1K
Contributions
Employer$174.6K
Participant$408.8K
Full reported line items
Total assets (EOY)
$4,076,479
Total liabilities (EOY)
$11,215
Net assets (EOY)
$4,065,264
Employer contributions
$174,616
Participant contributions
$408,775
Total income / additions
$1,279,384
Benefits paid
$523,129
Administrative expenses
$25,527
Total expenses
$548,656
Net increase / (decrease)
$730,728

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Cambridge Investment ResearchADVISOR$14,693not reported in the loaded dataset
Fidelity Investments InstitutionalRECORDKEEPER$10,955$0

Related Form 5500 pages