2023 Form 5500 filing — Bristol 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 20241107104812NAL0021930178001) for Bristol Hospice 401(K) Plan, reported by Bristol Hospice under EIN 20-3688586 and plan number 001. It reports 3,332 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241107104812NAL0021930178001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bristol Hospice
- EIN
- 20-3688586
- Plan number
- 001
- Location
- Salt Lake City, UT
- Participants
- 3,332
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $43,670,784
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $43,670,784
- Employer contributions
- $1,656,490
- Participant contributions
- $5,308,340
- Total income / additions
- $13,887,526
- Benefits paid
- $4,608,769
- Administrative expenses
- $187,438
- Total expenses
- $4,960,889
- Net increase / (decrease)
- $8,926,637
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Soltis Investment Advisors | INVESTMENT ADVISOR | $139,119 | not reported in the loaded dataset |
| Alliance Benefit Group Rocky Mt. | TPA/ RECORDKEEPER | $48,319 | not reported in the loaded dataset |