2023 Form 5500 filing — Alive Hospice, Inc. Employees 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 20241003154259NAL0005864979001) for Alive Hospice, Inc. Employees Retirement Plan, reported by Alive Hospice, Inc. under EIN 62-0983550 and plan number 001. It reports 401 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.8MReported net assets$10,813,876
Participants401
Provider compensation$75.9K3 Schedule C row(s)$75,883
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241003154259NAL0005864979001
Plan sponsor
Alive Hospice, Inc.
EIN
62-0983550
Plan number
001
Location
Nashville, TN
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.8M total assets
Net assets$10.8MLiabilities$0
Money in vs. money out
Total income / additions$2.8M
Total expenses$1.2M
Benefits paid / distributions$1.1M
Contributions
Employer$177.1K
Participant$996K
Full reported line items
Total assets (EOY)
$10,813,876
Total liabilities (EOY)
$0
Net assets (EOY)
$10,813,876
Employer contributions
$177,110
Participant contributions
$996,030
Total income / additions
$2,803,575
Benefits paid
$1,116,280
Administrative expenses
$75,883
Total expenses
$1,192,163
Net increase / (decrease)
$1,611,412
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    INVESTMENT ADVISOR · Direct $38.8K
  2. 2
    RECORDKEEPER · Direct $30.5K · Indirect $0
  3. 3
    INVESTMENT MGMT · Direct $6.5K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241003154259NAL0005864979001 cover?
It is the 2023 Form 5500 filing for Alive Hospice, Inc. Employees Retirement Plan, reported by Alive Hospice, Inc. (EIN 62-0983550).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages