2023 Form 5500 filing — Hope Hospice, Inc. 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 20241014183343NAL0045660224001) for Hope Hospice, Inc. Retirement Plan, reported by Hope Hospice, Inc. under EIN 94-2576059 and plan number 001. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014183343NAL0045660224001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Hope Hospice, Inc.
- EIN
- 94-2576059
- Plan number
- 001
- Location
- Dublin, CA
- Participants
- 135
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,342,744
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,342,744
- Employer contributions
- $148,944
- Participant contributions
- $511,073
- Total income / additions
- $1,229,899
- Benefits paid
- $569,487
- Administrative expenses
- $36,232
- Total expenses
- $605,719
- Net increase / (decrease)
- $624,180
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nationwide | CONTRACT ADMIN | $16,260 | $1,095 |
| Cbiz Financial Solutions | INVESTMENT ADVISOR | $13,432 | not reported in the loaded dataset |