2023 Form 5500 filing — Hospice Of The Panhandle, Inc. 401k 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 20241014143017NAL0026413169001) for Hospice Of The Panhandle, Inc. 401k Plan, reported by Hospice Of The Panhandle, Inc. under EIN 31-1011765 and plan number 002. It reports 150 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)$4.9MReported net assets$4,919,210
Participants150
Provider compensation$36.4K4 Schedule C row(s)$36,387
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014143017NAL0026413169001
- Plan sponsor
- Hospice Of The Panhandle, Inc.
- EIN
- 31-1011765
- Plan number
- 002
- Location
- Kearneysville, WV
- 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)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,919,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,919,210
- Employer contributions
- $232,977
- Participant contributions
- $330,547
- Total income / additions
- $1,300,983
- Benefits paid
- $977,838
- Administrative expenses
- $36,386
- Total expenses
- $1,027,543
- Net increase / (decrease)
- $273,440
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Capital Financial Advisors | RIA, RI, IA | $20,178 | not reported in the loaded dataset |
| The Vanguard Group | RECORDKEEPER | $13,858 | not reported in the loaded dataset |
| Tigers Eye Benefits Consulting | THIRD PARTY ADMIN | $2,350 | not reported in the loaded dataset |
| Ascensus | RECORDKEEPER | $0 | $1 |