Other
2022 plan-year Other DOL Form 5500

Advanced Lifeline Services, Inc Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Advanced Lifeline Services, Inc. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Advanced Lifeline Services, Inc Employee Stock Ownership Plan holds $5M for 78 participants — about $67,182 per participant, down 45.1% over the 2022 plan year.

$5M
total plan assets (2022 EOY)
78
covered participants
$67,182
avg assets per participant
-45.1%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
78
State
Industry
Healthcare & Social Assistance

What the Filing Says About Advanced Lifeline Services, Inc Employee Stock Ownership Plan

Advanced Lifeline Services, Inc Employee Stock Ownership Plan is a Other retirement plan sponsored by Advanced Lifeline Services, Inc., headquartered in Kentucky. As of the 2022 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 78 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 611153581, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2022 to $5M at year-end — a decline of 45.1%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-4,093,153 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$10M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-4,093,153
Plan TypeOther
Employer EIN611153581
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Advanced Lifeline Services, Inc.)

Year Plans Participants Total Assets
2022 2 166 $9M
2023 2 97 N/A
2024 1 92 N/A

Nearby Other Plans in Kentucky

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Advanced Lifeline Services, Inc Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Advanced Lifeline Services, Inc Employee Stock Ownership Plan holds $5M in total assets with 78 participants. It is sponsored by Advanced Lifeline Services, Inc..
What type of plan is Advanced Lifeline Services, Inc Employee Stock Ownership Plan?
Advanced Lifeline Services, Inc Employee Stock Ownership Plan is a Other plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 611153581.
Who sponsors the Advanced Lifeline Services, Inc Employee Stock Ownership Plan?
Advanced Lifeline Services, Inc Employee Stock Ownership Plan is sponsored by Advanced Lifeline Services, Inc., located in Kentucky. The sponsor's EIN is 611153581 and the plan operates in the Healthcare & Social Assistance industry.
How did Advanced Lifeline Services, Inc Employee Stock Ownership Plan perform in 2022?
Advanced Lifeline Services, Inc Employee Stock Ownership Plan declined by 45.1% during 2022, moving from $10M to $5M in total assets. Net income was $-4,093,153.
Where can I find official filings for Advanced Lifeline Services, Inc Employee Stock Ownership Plan?
Official Form 5500 filings for Advanced Lifeline Services, Inc Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 611153581 or plan name at efast.dol.gov.
How does Advanced Lifeline Services, Inc Employee Stock Ownership Plan compare to other plans?
You can compare Advanced Lifeline Services, Inc Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 611153581.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.