2023 Form 5500 filing — Alivia Care, Inc. 403(B) Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009131426NAL0018358001003) for Alivia Care, Inc. 403(B) Retirement Plan, reported by Alivia Care, Inc. under EIN 84-4695341 and plan number 001. It reports 1,431 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131426NAL0018358001003
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Alivia Care, Inc.
- EIN
- 84-4695341
- Plan number
- 001
- Location
- Jacksonville, FL
- Participants
- 1,431
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $42,477,420
- Net assets (EOY)
- $42,477,420
- Employer contributions
- $1,789,629
- Participant contributions
- $2,418,942
- Total income / additions
- $10,957,976
- Benefits paid
- $3,575,954
- Administrative expenses
- $159,867
- Total expenses
- $3,736,142
- Net increase / (decrease)
- $7,221,834
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $121,631 | $0 |
| Anderson Financial Partners, Inc. | INVESTMENT MANAGEMENT | $20,000 | not reported in the loaded dataset |
| Forvis | AUDITOR | $17,350 | not reported in the loaded dataset |