Hospice Of East Texas Safe Harbor 401(K) Plan — Form 5500 plan (Hospice Of East Texas)
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 East Texas Safe Harbor 401(K) Plan is a benefit plan reported by Hospice Of East Texas under EIN 75-1851420 and plan number 002. The latest loaded filing year is 2023. The filing reports 206 participants and $11,617,661 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hospice Of East Texas
- EIN
- 75-1851420
- Plan number
- 002
- Plan type
- 2
- Location
- Tyler, TX
- Latest filing year
- 2023
- Participants
- 206
- End-of-year plan assets
- $11,617,661
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 206 | H, C | 20241014170108NAL0026778177001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,617,661
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,617,661
- Net assets (BOY)
- $10,601,086
Income & contributions
- Employer contributions
- $413,461
- Participant contributions
- $745,261
- Total contributions
- $1,158,857
- Total income / additions
- $2,877,520
Expenses & distributions
- Benefits paid
- $1,758,738
- Administrative expenses
- $102,207
- Total expenses
- $1,860,945
- Net increase / (decrease)
- $1,016,575
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| July Business Services | RECORDKEEPER AND TPA | $61,095 | not reported in the loaded dataset | 2023 |
| Lasalle St Securities, LLC | INVESTMENT ADVISOR | $40,792 | not reported in the loaded dataset | 2023 |