2023 Form 5500 filing — Hopehealth 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 20241011123658NAL0021866785001) for Hopehealth Retirement Plan, reported by Hopehealth under EIN 45-4391049 and plan number 001. It reports 838 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)$34.2MReported net assets$34,151,104
Participants838
Provider compensation$76.1K2 Schedule C row(s)$76,126
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241011123658NAL0021866785001
Plan sponsor
Hopehealth
EIN
45-4391049
Plan number
001
Location
Providence, RI
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)$34.2M total assets
Net assets$34.2MLiabilities$11.7K
Money in vs. money out
Total income / additions$10M
Total expenses$2.9M
Benefits paid / distributions$2.8M
Contributions
Employer$691.3K
Participant$2.9M
Full reported line items
Total assets (EOY)
$34,162,815
Total liabilities (EOY)
$11,711
Net assets (EOY)
$34,151,104
Employer contributions
$691,314
Participant contributions
$2,906,939
Total income / additions
$9,950,612
Benefits paid
$2,783,959
Administrative expenses
$73,201
Total expenses
$2,870,577
Net increase / (decrease)
$7,080,035
Schedule C

Reported service provider compensation

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

  1. 1
    INVESTMENT ADVISOR · Direct $71K
  2. 2
    RECORDKEEPER · Direct $5.2K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241011123658NAL0021866785001 cover?
It is the 2023 Form 5500 filing for Hopehealth Retirement Plan, reported by Hopehealth (EIN 45-4391049).
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