Fairhope Hospice & Palliative Care, Inc. Profit Sharing & 401(K) Plan — Form 5500 plan (Fairhope Hospice & Palliative Care, 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, Fairhope Hospice & Palliative Care, Inc. Profit Sharing & 401(K) Plan is a benefit plan reported by Fairhope Hospice & Palliative Care, Inc. under EIN 31-1084518 and plan number 001. The latest loaded filing year is 2023. The filing reports 137 participants and $3,695,616 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Fairhope Hospice & Palliative Care, Inc.
EIN
31-1084518
Plan number
001
Plan type
2
Location
Lancaster, OH
Latest filing year
2023
Participants
137
End-of-year plan assets
$3,695,616

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023137H, C20241009075931NAL0018885761001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,695,616
Total liabilities (EOY)
$6,878
Net assets (EOY)
$3,688,738
Net assets (BOY)
$3,299,144

Income & contributions

Employer contributions
$132,261
Participant contributions
$318,781
Total contributions
$451,042
Total income / additions
$1,052,876

Expenses & distributions

Benefits paid
$627,155
Administrative expenses
$29,249
Total expenses
$663,282
Net increase / (decrease)
$389,594

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fairfield National BankTRUSTEE$29,249$02023

Related Form 5500 pages