2023 Form 5500 filing — Caldwell Hospice And Palliative Care, 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 20241105150434NAL0005351939001) for Caldwell Hospice And Palliative Care, Inc. Retirement Plan, reported by Caldwell Hospice And Palliative Care, Inc. under EIN 56-1338470 and plan number 001. It reports 376 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241105150434NAL0005351939001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caldwell Hospice And Palliative Care, Inc.
- EIN
- 56-1338470
- Plan number
- 001
- Location
- Lenoir, NC
- Participants
- 376
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,094,737
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,094,737
- Employer contributions
- $398,016
- Participant contributions
- $641,432
- Total income / additions
- $2,387,391
- Benefits paid
- $1,201,650
- Administrative expenses
- $59,896
- Total expenses
- $1,261,546
- Net increase / (decrease)
- $1,125,845
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Global Retirement Partners LLC | INVESTMENT ADVISORY | $38,705 | $101 |
| Principal Life Ins Co | CONTRACT ADMINISTRATOR | $21,191 | $0 |