2023 Form 5500 filing — Heart To Heart Hospice 401(K) 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 20241015124631NAL0028467009001) for Heart To Heart Hospice 401(K) Plan, reported by Heart To Heart Hospice Holdings, LLC under EIN 61-1700842 and plan number 333. It reports 594 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015124631NAL0028467009001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Heart To Heart Hospice Holdings, LLC
- EIN
- 61-1700842
- Plan number
- 333
- Location
- Plano, TX
- Participants
- 594
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,162,294
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,162,294
- Employer contributions
- $1,181,923
- Participant contributions
- $2,520,653
- Total income / additions
- $6,345,746
- Benefits paid
- $2,495,771
- Administrative expenses
- $23,641
- Total expenses
- $2,519,412
- Net increase / (decrease)
- $3,826,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Loren D Stark Company Inc | CONTACT ADMIN | $27,526 | $8,963 |
| Empower Annuity Insurance Company | RECORD KEEPER | $7,039 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,305 | not reported in the loaded dataset |