Hopehealth, Inc. 401(K) Safe Harbor Plan — Form 5500 plan (Hopehealth, 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, Hopehealth, Inc. 401(K) Safe Harbor Plan is a benefit plan reported by Hopehealth, Inc. under EIN 57-0984427 and plan number 001. The latest loaded filing year is 2023. The filing reports 685 participants and $26,016,536 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hopehealth, Inc.
EIN
57-0984427
Plan number
001
Plan type
2
Location
Florence, SC
Latest filing year
2023
Participants
685
End-of-year plan assets
$26,016,536

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023685H, C20250430114935NAL0001812257001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,016,536
Total liabilities (EOY)
$0
Net assets (EOY)
$26,016,536
Net assets (BOY)
$19,994,197

Income & contributions

Employer contributions
$2,265,660
Participant contributions
$1,821,471
Total contributions
$4,276,944
Total income / additions
$7,683,073

Expenses & distributions

Benefits paid
$1,540,128
Administrative expenses
$119,884
Total expenses
$1,660,734
Net increase / (decrease)
$6,022,339

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance Co.RIA$16,787$02023
John Hancock Life Insurance Co. UsaRECORDKEEPER$0$02023

Related Form 5500 pages