2023 Form 5500 filing — Villa Of Hope 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 20250331102046NAL0003374643001) for Villa Of Hope Retirement Plan, reported by Villa Of Hope under EIN 16-0743164 and plan number 001. It reports 397 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$6.3MReported net assets$6,331,678
Participants397
Provider compensation$50.1K3 Schedule C row(s)$50,116
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250331102046NAL0003374643001
Plan sponsor
Villa Of Hope
EIN
16-0743164
Plan number
001
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$6.3M total assets
Net assets$6.3MLiabilities$0
Money in vs. money out
Total income / additions$1.6M
Total expenses$1.1M
Benefits paid / distributions$1M
Contributions
EmployerNot reported
Participant$763K
Full reported line items
Total assets (EOY)
$6,331,678
Total liabilities (EOY)
$0
Net assets (EOY)
$6,331,678
Participant contributions
$763,031
Total income / additions
$1,588,758
Benefits paid
$1,002,175
Administrative expenses
$50,116
Total expenses
$1,052,291
Net increase / (decrease)
$536,467
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    Adp, Inc.$27.8K
    RECORD KEEPER · Direct $27.8K · Indirect $0
  2. 2
    INVESTMENT/FINANCIAL ADVI · Direct $22.3K · Indirect $0
  3. 3
    RECORD KEEPER · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250331102046NAL0003374643001 cover?
It is the 2023 Form 5500 filing for Villa Of Hope Retirement Plan, reported by Villa Of Hope (EIN 16-0743164).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages