Central Coast Vna & Hospice Inc And Affiliates 403(B) Plan — Form 5500 plan (Central Coast Vna & Hospice 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, Central Coast Vna & Hospice Inc And Affiliates 403(B) Plan is a benefit plan reported by Central Coast Vna & Hospice Inc. under EIN 94-1205572 and plan number 001. The latest loaded filing year is 2023. The filing reports 437 participants and $13,125,799 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Central Coast Vna & Hospice Inc.
- EIN
- 94-1205572
- Plan number
- 001
- Plan type
- 2
- Location
- Monterey, CA
- Latest filing year
- 2023
- Participants
- 437
- End-of-year plan assets
- $13,125,799
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 437 | H, C | 20240722165032NAL0010847825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,125,799
- Net assets (EOY)
- $13,125,799
- Net assets (BOY)
- $11,777,753
Income & contributions
- Employer contributions
- $422,359
- Participant contributions
- $785,345
- Total contributions
- $1,287,038
- Total income / additions
- $2,770,529
Expenses & distributions
- Benefits paid
- $1,347,991
- Administrative expenses
- $30,821
- Total expenses
- $1,422,483
- Net increase / (decrease)
- $1,348,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $15,860 | $0 | 2023 |
| Nexus Administrators Inc | CONTRACT ADMIN | $5,500 | $0 | 2023 |
| Empower Annuity Ins Co Of America | RECORDKEEPER | $4,865 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,805 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Central Coast Vna & Hospice Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Monterey, CA
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Nexus Administrators Inc — Schedule C compensation
- Empower Annuity Ins Co Of America — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation