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 Surry Retirement Plan is a benefit plan reported by Hospice Of Surry County, Inc. under EIN 56-1346584 and plan number 001. The latest loaded filing year is 2023. The filing reports 456 participants and $9,183,263 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,183,263
- Net assets (EOY)
- $9,183,263
- Net assets (BOY)
- $6,822,160
Income & contributions
- Employer contributions
- $273,240
- Participant contributions
- $1,105,246
- Total contributions
- $1,475,662
- Total income / additions
- $3,226,606
Expenses & distributions
- Benefits paid
- $768,369
- Administrative expenses
- $97,134
- Total expenses
- $865,503
- Net increase / (decrease)
- $2,361,103