Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Hospice Of The Upstate, Inc. — Form 5500 plan (Hospice Of The Upstate, 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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Hospice Of The Upstate, Inc. is a benefit plan reported by Hospice Of The Upstate, Inc. under EIN 57-0859126 and plan number 001. The latest loaded filing year is 2023. The filing reports 177 participants and $4,706,295 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospice Of The Upstate, Inc.
- EIN
- 57-0859126
- Plan number
- 001
- Plan type
- 2
- Location
- Anderson, SC
- Latest filing year
- 2023
- Participants
- 177
- End-of-year plan assets
- $4,706,295
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 177 | H | 20250825084445NAL0003826595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,706,295
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,706,295
- Net assets (BOY)
- $3,658,503
Income & contributions
- Employer contributions
- $187,187
- Participant contributions
- $272,084
- Total contributions
- $628,623
- Total income / additions
- $1,201,811
Expenses & distributions
- Benefits paid
- $152,904
- Administrative expenses
- $1,115
- Total expenses
- $154,019
- Net increase / (decrease)
- $1,047,792
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.