2023 Form 5500 filing — Alita Care & Affiliates 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 20241014145247NAL0054052098001) for Alita Care & Affiliates 401(K) Plan, reported by Alita Care Holdings LLC under EIN 47-3702085 and plan number 001. It reports 1,403 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014145247NAL0054052098001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alita Care Holdings LLC
- EIN
- 47-3702085
- Plan number
- 001
- Location
- Phoenix, AZ
- Participants
- 1,403
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,337,169
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $40,337,169
- Employer contributions
- $946,040
- Participant contributions
- $5,435,204
- Total income / additions
- $12,290,237
- Benefits paid
- $4,761,676
- Administrative expenses
- $114,481
- Total expenses
- $4,876,941
- Net increase / (decrease)
- $7,413,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $93,394 | $0 |
| Cbiz Financial Solutions | RETAINED BY EMPLOYER | $31,087 | not reported in the loaded dataset |