Hope Hospice And Community Services, Inc. 403(B) 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. 403(B) Plan is a benefit plan reported by Hope Hospice And Community Services, Inc. under EIN 59-2128697 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,047 participants and $21,923,802 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$21.9MPlan net assets, end of year$21,923,802
Participants1KCovered participants reported1,047
Assets / participant$20.9KComputed: assets ÷ participants$20,940 (computed)
Provider compensation$105.2K3 Schedule C provider row(s)$105,243
- Plan sponsor
- Hope Hospice And Community Services, Inc.
- EIN
- 59-2128697
- Plan number
- 002
- Plan type
- 2
- Location
- Ft Myers, FL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,047 | H, C | 20241022141506NAL0003798000001 |
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)$21.9M total assets
Net assets$21.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $21,923,802
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,923,802
- Net assets (BOY)
- $24,563,613
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $2,706,099
- Total contributions
- $2,937,549
- Total income / additions
- $5,947,354
Expenses & distributions
- Benefits paid
- $8,455,024
- Administrative expenses
- $105,243
- Total expenses
- $8,587,165
- Net increase / (decrease)
- -$2,639,811
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.
100%
Employer 0%Participant 100%
Total expenses ÷ net assets39%Computed ratio
Benefits paid ÷ total income142%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $65,386 | $0 | 2023 |
| Everhart Financial Group Inc Everha | INVESTMENT ADVISOR | $34,164 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $5,693 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hope Hospice And Community Services, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Ft Myers, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Everhart Financial Group Inc Everha — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation