Circle Of Life Retirement 403b Plan — Form 5500 plan (Circle Of Life Hospice & Palliativate Care)
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, Circle Of Life Retirement 403b Plan is a benefit plan reported by Circle Of Life Hospice & Palliativate Care under EIN 31-1690041 and plan number 001. The latest loaded filing year is 2023. The filing reports 289 participants and $6,139,419 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Circle Of Life Hospice & Palliativate Care
- EIN
- 31-1690041
- Plan number
- 001
- Plan type
- 2
- Location
- Springdale, AR
- Latest filing year
- 2023
- Participants
- 289
- End-of-year plan assets
- $6,139,419
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 289 | H, C | 20240828095740NAL0025823954001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,139,419
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,139,419
- Net assets (BOY)
- $5,103,717
Income & contributions
- Employer contributions
- $181,372
- Participant contributions
- $541,763
- Total contributions
- $903,957
- Total income / additions
- $1,795,890
Expenses & distributions
- Benefits paid
- $741,177
- Administrative expenses
- $17,448
- Total expenses
- $760,188
- Net increase / (decrease)
- $1,035,702
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Arvest Wealth Management | NONE | $13,561 | not reported in the loaded dataset | 2023 |
| Ascensus LLC | NONE | $3,887 | $13 | 2023 |