Cedar Valley Hospice Retirement Plan — Form 5500 plan (Cedar Valley 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, Cedar Valley Hospice Retirement Plan is a benefit plan reported by Cedar Valley Hospice, Inc. under EIN 42-1135294 and plan number 001. The latest loaded filing year is 2023. The filing reports 126 participants and $4,811,497 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cedar Valley Hospice, Inc.
- EIN
- 42-1135294
- Plan number
- 001
- Plan type
- 2
- Location
- Waterloo, IA
- Latest filing year
- 2023
- Participants
- 126
- End-of-year plan assets
- $4,811,497
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 126 | H, C | 20240916084311NAL0003464450001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,811,497
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,811,497
- Net assets (BOY)
- $3,866,517
Income & contributions
- Employer contributions
- $256,857
- Participant contributions
- $333,849
- Total contributions
- $664,277
- Total income / additions
- $1,405,190
Expenses & distributions
- Benefits paid
- $429,600
- Administrative expenses
- $30,610
- Total expenses
- $460,210
- Net increase / (decrease)
- $944,980
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Accel Wealth Management LLC | INVESTMENT ADVISOR | $19,949 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co Of Am | RECORDKEEPER | $5,216 | $0 | 2023 |
| Empower Advisory Group LLC | INVESTMENT MGMT | $2,551 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cedar Valley Hospice, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Waterloo, IA
- Accel Wealth Management LLC — Schedule C compensation
- Empower Annuity Insurance Co Of Am — Schedule C compensation
- Empower Advisory Group LLC — Schedule C compensation