2023 Form 5500 filing — Community Home Health & Hospice Tax Sheltered Annuity 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 20250715192106NAL0002575937001) for Community Home Health & Hospice Tax Sheltered Annuity Plan, reported by Community Home Health & Hospice under EIN 91-1399370 and plan number 001. It reports 134 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250715192106NAL0002575937001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Community Home Health & Hospice
- EIN
- 91-1399370
- Plan number
- 001
- Location
- Longview, WA
- Participants
- 134
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,850,195
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,850,195
- Employer contributions
- $0
- Participant contributions
- $17,354
- Total income / additions
- $1,996,688
- Benefits paid
- $2,625,017
- Administrative expenses
- $78,931
- Total expenses
- $2,703,948
- Net increase / (decrease)
- -$707,260
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $54,776 | not reported in the loaded dataset |
| Anderson & Anderson Advisory LLC | INVESTMENT AD VISOR | $28,326 | not reported in the loaded dataset |
| Howell Straczek LLC | INDEPENDENT AUDITOR | $11,000 | not reported in the loaded dataset |
| Rudd & Company Pllc | CONTRACT ADMIN | $1,600 | $8,779 |
| Leafhouse Financial Advisors, LLC | INVESTMENT/AD VISOR | $4,047 | not reported in the loaded dataset |