Affinity Hospice Holdings, LLC 401(K) Plan — Form 5500 plan (Affinity Hospice Holdings, 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, Affinity Hospice Holdings, LLC 401(K) Plan is a benefit plan reported by Affinity Hospice Holdings, LLC under EIN 83-2153189 and plan number 001. The latest loaded filing year is 2023. The filing reports 443 participants and $3,254,653 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Affinity Hospice Holdings, LLC
EIN
83-2153189
Plan number
001
Plan type
2
Location
Birmingham, AL
Latest filing year
2023
Participants
443
End-of-year plan assets
$3,254,653

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023443H, C20241014075056NAL0025676785001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$3,254,653
Total liabilities (EOY)
$0
Net assets (EOY)
$3,254,653
Net assets (BOY)
$1,987,369

Income & contributions

Employer contributions
$24,308
Participant contributions
$834,561
Total contributions
$1,029,619
Total income / additions
$1,495,096

Expenses & distributions

Benefits paid
$748,124
Administrative expenses
$50,686
Total expenses
$801,763
Net increase / (decrease)
$693,333

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Professional Capital Services, LLCCONTRACT ADMINISTRATOR$41,993not reported in the loaded dataset2023
Newsquare Capital, LLCINVESTMENT ADVISOR$7,480not reported in the loaded dataset2023

Related Form 5500 pages