Retirement plan

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Name: SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC 401(K) PROFIT SHARING PLAN - SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC 401(K) PROFIT SHARING PLAN
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN, SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC 401(K) PROFIT SHARING PLAN

SMOKY MOUNTAIN HOME HEALTH & HOSPICE INC 401(K) PROFIT SHARING PLANEIN 62-1569683Plan #002PY 2025

222 HERITAGE BLVD., P O BOX 754 - NEWPORT, TN 37821423-623-0233

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$13.8M

+12.8% from 2024

Total participants

251

+4.6% from 2024

Average account balance

$55,270

+7.3% from 2024

Annual return

10.73%

-12.34 pp from 2024

Benchmarks

See 2,787 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants100-249

Cohort2,787 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.76M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$55K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

249

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

98.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$660K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.73%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$277

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600	Recordkeeping	$30,096

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$69K

$406 / participant

Recordkeeping$3K4.0%
Contract admin$66K96.0%

% of EOY assets

0.501%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: TARWATER & COMPANY, PC
Auditor EIN: 562397000
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$55,270

$45,343+21.9%

$150,298-63.2%

$67,986-18.7%

Participation rate

98.8%

51.9%+47.0pp

77.8%+21.1pp

57.2%+41.6pp

Annual return

10.73%

33.28%-22.5pp

62.79%-52.1pp

31.67%-20.9pp

Employer contribution / active EE

$2,206

$1,462+50.9%

$4,154-46.9%

$2,019+9.3%

Participant deferral / active EE

$1,679

$2,055-18.3%

$5,453-69.2%

$3,358-50.0%

Admin fee / account holder

$277

$2,250-87.7%

$14,116-98.0%

$3,203-91.4%

Provider

Service type

Compensation

JOHN HANCOCK LIFE INSURANCE COMPANY10+ years

Service code 15 · EIN 01-0233346

P.O. BOX 600 · BUFFALO, NY 142010600

Recordkeeping

$30,096

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

SMOKY MOUNTAIN HOME HEALTH & HOSPICE, INC. 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion