Hcs 403(B) Retirement Plan — Form 5500 plan (Home Healthcare, Hospice And Community Services)
Plain-English plan 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, Hcs 403(B) Retirement Plan is a benefit plan reported by Home Healthcare, Hospice And Community Services under EIN 02-0464932 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $10,440,258 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Home Healthcare, Hospice And Community Services
- EIN
- 02-0464932
- Plan number
- 001
- Plan type
- 2
- Location
- Keene, NH
- Latest filing year
- 2023
- Participants
- 275
- End-of-year plan assets
- $10,440,258
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20240813133848NAL0005809331001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,440,258
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,440,258
- Net assets (BOY)
- $9,169,976
Income & contributions
- Employer contributions
- $197,425
- Participant contributions
- $714,178
- Total contributions
- $925,864
- Total income / additions
- $2,339,815
Expenses & distributions
- Benefits paid
- $1,015,278
- Administrative expenses
- $52,964
- Total expenses
- $1,069,533
- Net increase / (decrease)
- $1,270,282
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Osaic Wealth Inc | INVESTMENT ADVISOR | $25,000 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $9,922 | $0 | 2023 |
| Berry Dunn Mcneil And Parker | AUDITOR | $9,542 | not reported in the loaded dataset | 2023 |
| The Angell Pension Group, Inc. | CONTRACT ADMIN | $8,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Home Healthcare, Hospice And Community Services
- 2023 Form 5500 filing
- Form 5500 filings in NH
- 401(k) and benefit plan filings in Keene, NH
- Osaic Wealth Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Berry Dunn Mcneil And Parker — Schedule C compensation
- The Angell Pension Group, Inc. — Schedule C compensation