2023 Form 5500 filing — Vna & Hospice Of The Southwest Region 401(K) Plan And Trust
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 20241015103739NAL0029275825001) for Vna & Hospice Of The Southwest Region 401(K) Plan And Trust, reported by Vna & Hospice Of The Southwest Region under EIN 03-0185024 and plan number 001. It reports 276 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015103739NAL0029275825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vna & Hospice Of The Southwest Region
- EIN
- 03-0185024
- Plan number
- 001
- Location
- Rutland, VT
- Participants
- 276
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,631,303
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,631,303
- Employer contributions
- $304,263
- Participant contributions
- $515,055
- Total income / additions
- $2,607,945
- Benefits paid
- $1,207,238
- Administrative expenses
- $29,692
- Total expenses
- $1,237,178
- Net increase / (decrease)
- $1,370,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wilmington Trust | ADVISOR | $24,366 | not reported in the loaded dataset |
| Newport Group, Inc. | RECORDKEEPER | $5,327 | $0 |