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, Alivia Care, Inc. 403(B) Retirement Plan is a benefit plan reported by Alivia Care, Inc. under EIN 84-4695341 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,431 participants and $42,477,420 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $42,477,420
- Net assets (EOY)
- $42,477,420
- Net assets (BOY)
- $35,255,586
Income & contributions
- Employer contributions
- $1,789,629
- Participant contributions
- $2,418,942
- Total contributions
- $4,432,431
- Total income / additions
- $10,957,976
Expenses & distributions
- Benefits paid
- $3,575,954
- Administrative expenses
- $159,867
- Total expenses
- $3,736,142
- Net increase / (decrease)
- $7,221,834