Seasons Hospice, Inc. 401(K) Plan — Form 5500 plan (Seasons Healthcare Management, 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, Seasons Hospice, Inc. 401(K) Plan is a benefit plan reported by Seasons Healthcare Management, Inc. under EIN 20-0414191 and plan number 001. The latest loaded filing year is 2023. The filing reports 592 participants and $39,252,281 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Seasons Healthcare Management, Inc.
EIN
20-0414191
Plan number
001
Plan type
3
Location
Dallas, TX
Latest filing year
2023
Participants
592
End-of-year plan assets
$39,252,281

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023592H, C20241015132207NAL0028557921001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,252,281
Total liabilities (EOY)
$0
Net assets (EOY)
$39,252,281
Net assets (BOY)
$39,433,868

Income & contributions

Employer contributions
$17,267
Participant contributions
$445,873
Total contributions
$463,140
Total income / additions
$6,322,369

Expenses & distributions

Benefits paid
$6,258,659
Administrative expenses
$206,577
Total expenses
$6,503,956
Net increase / (decrease)
-$181,587

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$93,116$02023
Mma SecuritiesADVISOR$57,518not reported in the loaded dataset2023
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$51,090not reported in the loaded dataset2023

Related Form 5500 pages