Plan5500

Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated) — Form 5500 plan (Hospice Of The Valley)

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 The Valley 401(K) Plan & Trust Agreement (Amended And Restated) is a benefit plan reported by Hospice Of The Valley under EIN 86-0338886 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,924 participants and $112,962,138 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$113MPlan net assets, end of year$112,962,138
Participants1.9KCovered participants reported1,924
Assets / participant$58.7KComputed: assets ÷ participants$58,712 (computed)
Provider compensation$196.1K2 Schedule C provider row(s)$196,052
Plan sponsor
Hospice Of The Valley
EIN
86-0338886
Plan number
003
Plan type
2
Location
Phoenix, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,924 participants · 2Sch HSch C
    View filing →
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)$113M total assets
Net assets$113MLiabilities—
Money in vs. money out
Total income / additions$26.3M
Total expenses$9.4M
Benefits paid / distributions$9.2M
Contributions
Employer$2.2M
Participant$8M
Full reported line items

Net assets

Total assets (EOY)
$112,962,138
Net assets (EOY)
$112,962,138
Net assets (BOY)
$96,008,818

Income & contributions

Employer contributions
$2,185,494
Participant contributions
$7,973,083
Total contributions
$10,677,608
Total income / additions
$26,332,134

Expenses & distributions

Benefits paid
$9,155,023
Administrative expenses
$196,127
Total expenses
$9,378,814
Net increase / (decrease)
$16,953,320
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 22%Participant 78%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Schwab Retirement Plan Services,Inc$162.3K
    NONE · Direct $162.3K
  2. 2
    Capfinancial Partners LLC$33.7K
    NONE · Direct $33.7K

What to inspect next

Frequently asked questions

Who sponsors the Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated)?
Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated) is reported as sponsored by Hospice Of The Valley (EIN 86-0338886, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated)?
The latest Form 5500 filing year loaded for Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated) is 2023.
How many participants does Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated) report?
Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated) reports 1,924 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated)?
Hospice Of The Valley 401(K) Plan & Trust Agreement (Amended And Restated) reports $112,962,138 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages