2023 Form 5500 filing — Affinity Hospice Holdings, LLC 401(K) 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 20241014075056NAL0025676785001) for Affinity Hospice Holdings, LLC 401(K) Plan, reported by Affinity Hospice Holdings, LLC under EIN 83-2153189 and plan number 001. It reports 443 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014075056NAL0025676785001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Affinity Hospice Holdings, LLC
- EIN
- 83-2153189
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 443
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,254,653
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,254,653
- Employer contributions
- $24,308
- Participant contributions
- $834,561
- Total income / additions
- $1,495,096
- Benefits paid
- $748,124
- Administrative expenses
- $50,686
- Total expenses
- $801,763
- Net increase / (decrease)
- $693,333
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Professional Capital Services, LLC | CONTRACT ADMINISTRATOR | $41,993 | not reported in the loaded dataset |
| Newsquare Capital, LLC | INVESTMENT ADVISOR | $7,480 | not reported in the loaded dataset |