2023 Form 5500 filing — Visiting Nurse Association Health Care Services, Inc 403(B) 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 20250605154405NAL0020357664001) for Visiting Nurse Association Health Care Services, Inc 403(B) Plan, reported by Visiting Nurse Association Health Care Services, Inc. 403(B) Plan under EIN 13-5562377 and plan number 001. It reports 158 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)$6.4MReported net assets$6,399,301

Participants158

Provider compensation$50.1K3 Schedule C row(s)$50,086

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20250605154405NAL0020357664001
Plan sponsor: Visiting Nurse Association Health Care Services, Inc. 403(B) Plan
EIN: 13-5562377
Plan number: 001
Location: Staten Island, 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)$6.4M total assets

Net assets$6.4MLiabilities$0

Money in vs. money out

Total income / additions$1.3M

Total expenses$237K

Benefits paid / distributions$186.9K

Contributions

Employer$68.2K

Participant$244.4K

Full reported line items

Total assets (EOY): $6,399,301
Total liabilities (EOY): $0
Net assets (EOY): $6,399,301
Employer contributions: $68,158
Participant contributions: $244,366
Total income / additions: $1,273,112
Benefits paid: $186,871
Administrative expenses: $50,086
Total expenses: $236,957
Net increase / (decrease): $1,036,155

Schedule C

Reported service provider compensation

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

1
Withumsmith+Brown, Pc$19.2K
0 · Direct $19.2K
2
Ascensus LLC$17.9K
NONE · Direct $17.9K · Indirect $0
3
Merrill Lynch Retirement & Benefit$13K
NONE · Direct $13K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250605154405NAL0020357664001 cover?: It is the 2023 Form 5500 filing for Visiting Nurse Association Health Care Services, Inc 403(B) Plan, reported by Visiting Nurse Association Health Care Services, Inc. 403(B) Plan (EIN 13-5562377).
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).