Plan5500

Hope Hospice And Community Services, Inc. Retirement Plan — Form 5500 plan (Hope Hospice And Community Services, 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, Hope Hospice And Community Services, Inc. Retirement Plan is a benefit plan reported by Hope Hospice And Community Services, Inc. under EIN 59-2128697 and plan number 001. The latest loaded filing year is 2023. The filing reports 896 participants and $11,238,788 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$11.2MPlan net assets, end of year$11,238,788
Participants896Covered participants reported
Assets / participant$12.5KComputed: assets ÷ participants$12,543 (computed)
Provider compensation$59.4K3 Schedule C provider row(s)$59,398
Plan sponsor
Hope Hospice And Community Services, Inc.
EIN
59-2128697
Plan number
001
Plan type
2
Location
Ft Myers, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023896H, C20241022135605NAL0001461331001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$11.2M total assets
Net assets$11.2MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$2.6M
Benefits paid / distributions$2.5M
Contributions
Employer$1.2M
Participant$0
Full reported line items

Net assets

Total assets (EOY)
$11,238,788
Total liabilities (EOY)
$0
Net assets (EOY)
$11,238,788
Net assets (BOY)
$11,016,559

Income & contributions

Employer contributions
$1,249,120
Participant contributions
$0
Total contributions
$1,249,120
Total income / additions
$2,791,460

Expenses & distributions

Benefits paid
$2,450,426
Administrative expenses
$59,398
Total expenses
$2,569,231
Net increase / (decrease)
$222,229
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 100%Participant 0%
Total expenses ÷ net assets23%Computed ratio
Benefits paid ÷ total income88%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$31,090$02023
Everhart Financial Group Inc EverhaINVESTMENT ADVISOR$23,354not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$4,954not reported in the loaded dataset2023

Related Form 5500 pages