403(B) Thrift Plan Of Kanawha Hospice Care, Inc. — Form 5500 plan (Kanawha Hospice 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, 403(B) Thrift Plan Of Kanawha Hospice Care, Inc. is a benefit plan reported by Kanawha Hospice Care, Inc. under EIN 34-1337316 and plan number 003. The latest loaded filing year is 2023. The filing reports 455 participants and $18,356,963 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Kanawha Hospice Care, Inc.
- EIN
- 34-1337316
- Plan number
- 003
- Plan type
- 2
- Location
- Charleston, WV
- Latest filing year
- 2023
- Participants
- 455
- End-of-year plan assets
- $18,356,963
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 455 | H, C | 20241011122646NAL0010911347001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $18,356,963
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,356,963
- Net assets (BOY)
- $17,941,811
Income & contributions
- Employer contributions
- $503,919
- Participant contributions
- $820,224
- Total contributions
- $1,470,750
- Total income / additions
- $3,327,672
Expenses & distributions
- Benefits paid
- $3,065,382
- Administrative expenses
- $32,778
- Total expenses
- $3,099,340
- Net increase / (decrease)
- $228,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axxcess Wealth Management, LLC | INVESTMENT ADVISOR | $31,167 | not reported in the loaded dataset | 2023 |
| Jackson Kelly Pllc | CONTRACT ADMIN | $8,229 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $7,899 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $147 | not reported in the loaded dataset | 2023 |
| Empower Annuity Ins. Co. Of America | RECORDKEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Kanawha Hospice Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WV
- 401(k) and benefit plan filings in Charleston, WV
- Axxcess Wealth Management, LLC — Schedule C compensation
- Jackson Kelly Pllc — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Ins. Co. Of America — Schedule C compensation