403b Thrift Plan For Diversified Home Services, Inc. — Form 5500 plan (Healthalliance Home Health And Hospice, Inc.)
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, 403b Thrift Plan For Diversified Home Services, Inc. is a benefit plan reported by Healthalliance Home Health And Hospice, Inc. under EIN 04-2932308 and plan number 003. The latest loaded filing year is 2023. The filing reports 156 participants and $6,258,817 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Healthalliance Home Health And Hospice, Inc.
- EIN
- 04-2932308
- Plan number
- 003
- Plan type
- 2
- Location
- Leominster, MA
- Latest filing year
- 2023
- Participants
- 156
- End-of-year plan assets
- $6,258,817
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 156 | H, C | 20241015142551NAL0056655202001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,258,817
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,258,817
- Net assets (BOY)
- $5,477,894
Income & contributions
- Employer contributions
- $123,247
- Participant contributions
- $249,076
- Total contributions
- $488,589
- Total income / additions
- $1,399,120
Expenses & distributions
- Benefits paid
- $594,488
- Administrative expenses
- $23,709
- Total expenses
- $618,197
- Net increase / (decrease)
- $780,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cohnreznick Llp | AUDITOR | $19,215 | not reported in the loaded dataset | 2023 |
| Fid Inv Inst Ops Co | RECORDKEEPER | $4,244 | $0 | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $220 | not reported in the loaded dataset | 2023 |
| Strategic Advisors | INVESTMENT ADVISOR | $30 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Healthalliance Home Health And Hospice, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Leominster, MA
- Cohnreznick Llp — Schedule C compensation
- Fid Inv Inst Ops Co — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Strategic Advisors — Schedule C compensation