Samaritan Healthcare & Hospice, Inc. 403(B) Plan — Form 5500 plan (Samaritan Healthcare & 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, Samaritan Healthcare & Hospice, Inc. 403(B) Plan is a benefit plan reported by Samaritan Healthcare & Hospice, Inc. under EIN 22-2344036 and plan number 001. The latest loaded filing year is 2023. The filing reports 458 participants and $25,725,185 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Samaritan Healthcare & Hospice, Inc.
EIN
22-2344036
Plan number
001
Plan type
2
Location
Mount Laurel, NJ
Latest filing year
2023
Participants
458
End-of-year plan assets
$25,725,185

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023458H, C20241015123557NAL0047930032001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$25,725,185
Total liabilities (EOY)
$0
Net assets (EOY)
$25,725,185
Net assets (BOY)
$21,153,483

Income & contributions

Employer contributions
$827,662
Participant contributions
$1,509,990
Total contributions
$2,855,641
Total income / additions
$6,732,715

Expenses & distributions

Benefits paid
$2,070,732
Administrative expenses
$71,838
Total expenses
$2,161,013
Net increase / (decrease)
$4,571,702

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Innovative Investment FiduciariesNONE$41,896not reported in the loaded dataset2023
Benefit Plans Administrative SvcsNONE$29,942$02023

Related Form 5500 pages