401k Plan data: HOPE HOSPICE, INC. RETIREMENT PLAN plan

HOPE HOSPICE, INC. RETIREMENT PLAN 401k Plan overview

Plan Name	HOPE HOSPICE, INC. RETIREMENT PLAN
Plan identification number	001

HOPE HOSPICE, INC. RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HOPE HOSPICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: HOPE HOSPICE, INC.

Employer identification number (EIN): 942576059

NAIC Classification: 621610
NAIC Description: Home Health Care Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOPE HOSPICE, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 JAMES KELLY 2024-10-14 JAMES KELLY 2024-10-14
001 2022-01-01 MARIA T. IGLESIAS 2023-10-13 MARIA T. IGLESIAS 2023-10-13
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2018-01-01
001 2017-01-01 DOUG HOUSE 2018-10-12
001 2016-01-01 DOUG HOUSE 2017-10-02
001 2015-01-01 DOUG HOUSE 2016-10-06
001 2014-01-01 DOUG HOUSE 2015-10-12
001 2013-01-01 VICTORIA A. EMMONS 2014-10-14
001 2012-01-01 DAVID KARLSSON 2013-10-14
001 2011-01-01 CRAIG REIMERS 2012-04-10
001 2010-01-01 JAMES GLEASON 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	JAMES KELLY	2024-10-14	JAMES KELLY	2024-10-14
001	2022-01-01	MARIA T. IGLESIAS	2023-10-13	MARIA T. IGLESIAS	2023-10-13
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2018-01-01
001	2017-01-01	DOUG HOUSE	2018-10-12
001	2016-01-01	DOUG HOUSE	2017-10-02
001	2015-01-01	DOUG HOUSE	2016-10-06
001	2014-01-01	DOUG HOUSE	2015-10-12
001	2013-01-01	VICTORIA A. EMMONS	2014-10-14
001	2012-01-01	DAVID KARLSSON	2013-10-14
001	2011-01-01	CRAIG REIMERS	2012-04-10
001	2010-01-01	JAMES GLEASON	2011-07-19

Plan Statistics for HOPE HOSPICE, INC. RETIREMENT PLAN

401k plan membership statisitcs for HOPE HOSPICE, INC. RETIREMENT PLAN

Measure Date Value
2023: HOPE HOSPICE, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 90
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 43
Total of all active and inactive participants 2023-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 133
Number of participants with account balances 2023-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: HOPE HOSPICE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 94
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 135
Number of participants with account balances 2022-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: HOPE HOSPICE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 119
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 106
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 24
Total of all active and inactive participants 2021-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 130
Number of participants with account balances 2021-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: HOPE HOSPICE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 99
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 20
Total of all active and inactive participants 2020-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 119
Number of participants with account balances 2020-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HOPE HOSPICE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 105
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 131
Total participants 2019-01-01 131
Number of participants with account balances 2019-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: HOPE HOSPICE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 109
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 133
Number of participants with account balances 2018-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0

Measure	Date	Value
2023: HOPE HOSPICE, INC. RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	90
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	43
Total of all active and inactive participants	2023-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	133
Number of participants with account balances	2023-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: HOPE HOSPICE, INC. RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	94
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	135
Number of participants with account balances	2022-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: HOPE HOSPICE, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	119
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	106
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	24
Total of all active and inactive participants	2021-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	130
Number of participants with account balances	2021-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: HOPE HOSPICE, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	99
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	20
Total of all active and inactive participants	2020-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	119
Number of participants with account balances	2020-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HOPE HOSPICE, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	105
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	131
Total participants	2019-01-01	131
Number of participants with account balances	2019-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: HOPE HOSPICE, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	109
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	133
Number of participants with account balances	2018-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0

Financial Data on HOPE HOSPICE, INC. RETIREMENT PLAN

Measure	Date	Value
2023 : HOPE HOSPICE, INC. RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$1,229,899
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$605,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$569,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$660,017
Value of total assets at end of year	2023-12-31	$4,342,744
Value of total assets at beginning of year	2023-12-31	$3,718,564
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$36,232
Total interest from all sources	2023-12-31	$5,402
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$511,073
Participant contributions at end of year	2023-12-31	$104,447
Participant contributions at beginning of year	2023-12-31	$102,555
Participant contributions at end of year	2023-12-31	$10,954
Participant contributions at beginning of year	2023-12-31	$11,283
Administrative expenses (other) incurred	2023-12-31	$4,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$624,180
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$4,342,744
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$3,718,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$15,622
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$4,078,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$3,464,167
Interest on participant loans	2023-12-31	$5,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$564,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$148,944
Employer contributions (assets) at end of year	2023-12-31	$148,944
Employer contributions (assets) at beginning of year	2023-12-31	$140,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$569,487
Contract administrator fees	2023-12-31	$16,260
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MOSS ADAMS, LLP
Accountancy firm EIN	2023-12-31	910189318
2022 : HOPE HOSPICE, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$201,479
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$334,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$253,951
Expenses. Certain deemed distributions of participant loans	2022-12-31	$47,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$793,997
Value of total assets at end of year	2022-12-31	$3,718,564
Value of total assets at beginning of year	2022-12-31	$3,851,770
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,947
Total interest from all sources	2022-12-31	$12,591
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$457,457
Participant contributions at end of year	2022-12-31	$102,555
Participant contributions at beginning of year	2022-12-31	$178,806
Participant contributions at end of year	2022-12-31	$11,283
Participant contributions at beginning of year	2022-12-31	$11,149
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$57,934
Administrative expenses (other) incurred	2022-12-31	$3,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-133,206
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,718,564
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,851,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$14,202
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,464,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$3,661,815
Interest on participant loans	2022-12-31	$12,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-605,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$278,606
Employer contributions (assets) at end of year	2022-12-31	$140,559
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$253,951
Contract administrator fees	2022-12-31	$14,876
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ERNST WINTTER AND ASSOCIATES LLP
Accountancy firm EIN	2022-12-31	475646335
2021 : HOPE HOSPICE, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$911,550
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$515,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$515,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$518,826
Value of total assets at end of year	2021-12-31	$3,851,770
Value of total assets at beginning of year	2021-12-31	$3,456,177
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$0
Total interest from all sources	2021-12-31	$7,779
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$448,899
Participant contributions at end of year	2021-12-31	$178,806
Participant contributions at beginning of year	2021-12-31	$92,033
Participant contributions at end of year	2021-12-31	$11,149
Participant contributions at beginning of year	2021-12-31	$9,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$395,593
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,851,770
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,456,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$3,661,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,355,018
Interest on participant loans	2021-12-31	$7,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$384,945
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$69,927
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$515,957
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ERNST WINTTER AND ASSOCIEATES LLP
Accountancy firm EIN	2021-12-31	475646335
2020 : HOPE HOSPICE, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$889,591
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$268,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$268,176
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$541,091
Value of total assets at end of year	2020-12-31	$3,456,177
Value of total assets at beginning of year	2020-12-31	$2,834,762
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$0
Total interest from all sources	2020-12-31	$1,051
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$417,806
Participant contributions at end of year	2020-12-31	$92,033
Participant contributions at beginning of year	2020-12-31	$42,700
Participant contributions at end of year	2020-12-31	$9,126
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$621,415
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,456,177
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,834,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,355,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,792,062
Interest on participant loans	2020-12-31	$1,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$347,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$123,285
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$268,176
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERNST WINTTER AND ASSOCIEATES LLP
Accountancy firm EIN	2020-12-31	475646335
2019 : HOPE HOSPICE, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,139,375
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$223,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$223,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$725,314
Value of total assets at end of year	2019-12-31	$2,834,762
Value of total assets at beginning of year	2019-12-31	$1,919,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$3,576
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$483,565
Participant contributions at end of year	2019-12-31	$42,700
Participant contributions at beginning of year	2019-12-31	$51,038
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$915,668
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,834,762
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,919,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,792,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,868,056
Interest on participant loans	2019-12-31	$3,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$410,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$240,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$223,707
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	EARNST WINTTER & ASSOCIEATES LLP
Accountancy firm EIN	2019-12-31	475646335
2018 : HOPE HOSPICE, INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$366,472
Total of all expenses incurred	2018-12-31	$695,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$694,932
Expenses. Certain deemed distributions of participant loans	2018-12-31	$773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$516,685
Value of total assets at end of year	2018-12-31	$1,919,094
Value of total assets at beginning of year	2018-12-31	$2,248,327
Total interest from all sources	2018-12-31	$898
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$398,812
Participant contributions at end of year	2018-12-31	$51,038
Participant contributions at beginning of year	2018-12-31	$3,154
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$84,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-329,233
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,919,094
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,248,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,868,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,248,327
Interest on participant loans	2018-12-31	$898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-151,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$33,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$694,932
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Qualified
Accountancy firm name	2018-12-31	ERNST WINTTER & ASSOCIATES LLP
Accountancy firm EIN	2018-12-31	475646335

Form 5500 Responses for HOPE HOSPICE, INC. RETIREMENT PLAN

2023: HOPE HOSPICE, INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HOPE HOSPICE, INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HOPE HOSPICE, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HOPE HOSPICE, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HOPE HOSPICE, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HOPE HOSPICE, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HOPE HOSPICE, INC.
Employer identification number (EIN):	942576059
NAIC Classification:	621610
NAIC Description:	Home Health Care Services