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HOSPICE OF THE VALLEY 401(K) PLAN 401k Plan overview

Plan NameHOSPICE OF THE VALLEY 401(K) PLAN
Plan identification number 002

HOSPICE OF THE VALLEY 401(K) PLAN Benefits

401k Plan TypeDefined 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BON SECOURS MERCY HEALTH, INC. has sponsored the creation of one or more 401k plans.

Company Name:BON SECOURS MERCY HEALTH, INC.
Employer identification number (EIN):521301088
NAIC Classification:622000
NAIC Description: Hospitals

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HOSPICE OF THE VALLEY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01GREG HENSON2024-10-08

Plan Statistics for HOSPICE OF THE VALLEY 401(K) PLAN

401k plan membership statisitcs for HOSPICE OF THE VALLEY 401(K) PLAN

Measure Date Value
2025: HOSPICE OF THE VALLEY 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-0836
Total number of particpants at end of year2025-10-0836
Number of Participants With Account Balances2025-10-0836
2024: HOSPICE OF THE VALLEY 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0839
Total number of particpants at end of year2024-10-0836
Number of Participants With Account Balances2024-10-0836

Financial Data on HOSPICE OF THE VALLEY 401(K) PLAN

Measure Date Value
2025 : HOSPICE OF THE VALLEY 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-08142074
Net assets as of the end of the plan year2025-10-08920511
Total assets as of the beginning of the plan year2025-10-08943125
Value of plan covered by a fidelity bond2025-10-08500000
Other income to plan in this plan year2025-10-08119460
Plan net income in this plan year2025-10-08-22614
Net assets as of the end of the plan year2025-10-08920511
Net assets as of the beginning of the plan year2025-10-08943125
Fees paid to broker by Benefit Provider2025-10-0850
2024 : HOSPICE OF THE VALLEY 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-08163299
Net assets as of the end of the plan year2024-10-08943125
Total assets as of the beginning of the plan year2024-10-08997009
Value of plan covered by a fidelity bond2024-10-08500000
Other income to plan in this plan year2024-10-08109415
Plan net income in this plan year2024-10-08-53884
Net assets as of the end of the plan year2024-10-08943125
Net assets as of the beginning of the plan year2024-10-08997009
Fees paid to broker by Benefit Provider2024-10-08131

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