Infinity Hospice Care 401(K) Plan — Form 5500 plan (Infinity Hospice Care LLC)

Plain-English plan 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, Infinity Hospice Care 401(K) Plan is a benefit plan reported by Infinity Hospice Care LLC under EIN 20-2586546 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $6,862,884 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Infinity Hospice Care LLC
EIN
20-2586546
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
Participants
351
End-of-year plan assets
$6,862,884

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20240715175207NAL0001123939001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$6,862,884
Total liabilities (EOY)
$0
Net assets (EOY)
$6,862,884
Net assets (BOY)
$5,778,729

Income & contributions

Employer contributions
$304,012
Participant contributions
$810,281
Total contributions
$1,165,446
Total income / additions
$2,103,844

Expenses & distributions

Benefits paid
$953,800
Administrative expenses
$65,889
Total expenses
$1,019,689
Net increase / (decrease)
$1,084,155

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideTRUST COMPANY$27,396$9222023
Commonwealth Financial NetworkNA$21,592not reported in the loaded dataset2023
MgksNA$16,901not reported in the loaded dataset2023

Related Form 5500 pages