Hospice Of Surry County, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Hospice Of Surry County, INC.
  • Sponsor EIN: 561346584
  • Sponsor Address: 1427 EDGEWOOD DRIVE, MOUNT AIRY, NC, 27030
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 373
  • Total Assets: $9.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023373$9.2M$273,240$1.1M
2022349$6.8M$248,413$980,964

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