Hospice Of The Panhandle, Inc. 401k Plan — Form 5500 plan (Hospice Of The Panhandle, 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, Hospice Of The Panhandle, Inc. 401k Plan is a benefit plan reported by Hospice Of The Panhandle, Inc. under EIN 31-1011765 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $4,919,210 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.9MPlan net assets, end of year$4,919,210
Participants150Covered participants reported
Assets / participant$32.8KComputed: assets ÷ participants$32,795 (computed)
Provider compensation$36.4K4 Schedule C provider row(s)$36,387
- Plan sponsor
- Hospice Of The Panhandle, Inc.
- EIN
- 31-1011765
- Plan number
- 002
- Plan type
- 2
- Location
- Kearneysville, WV
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241014143017NAL0026413169001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$4.9M total assets
Net assets$4.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $4,919,210
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,919,210
- Net assets (BOY)
- $4,645,770
Income & contributions
- Employer contributions
- $232,977
- Participant contributions
- $330,547
- Total contributions
- $565,278
- Total income / additions
- $1,300,983
Expenses & distributions
- Benefits paid
- $977,838
- Administrative expenses
- $36,386
- Total expenses
- $1,027,543
- Net increase / (decrease)
- $273,440
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
41%59%
Employer 41%Participant 59%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income75%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Capital Financial Advisors | RIA, RI, IA | $20,178 | not reported in the loaded dataset | 2023 |
| The Vanguard Group | RECORDKEEPER | $13,858 | not reported in the loaded dataset | 2023 |
| Tigers Eye Benefits Consulting | THIRD PARTY ADMIN | $2,350 | not reported in the loaded dataset | 2023 |
| Ascensus | RECORDKEEPER | $0 | $1 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hospice Of The Panhandle, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Kearneysville, WV
- United Capital Financial Advisors — Schedule C compensation
- The Vanguard Group — Schedule C compensation
- Tigers Eye Benefits Consulting — Schedule C compensation
- Ascensus — Schedule C compensation