Plan5500

Carefree, AZ Form 5500 retirement and benefit plan filings

City Form 5500 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, Carefree, AZ has 4 loaded benefit plan(s) reported by 4 plan sponsor(s), with $2,817,443 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
4
Plan sponsors
4
Latest filing year
2023

What stands out in Carefree

  • 4 loaded plans hold $2.8M in reported assets across 4 sponsors.
  • The largest, Nextlevel Group Employee Stock Ownership 401(K) Plan, holds 86% of reported Carefree plan assets.
  • Plans cover 228 participants — about 57 per plan.
  • 75% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.8MSummed across loaded plans$2,816,998
Total reported assets$2.8M$2,817,443
Total reported participants228
Total reported liabilities$445

Reported net position

Reported assets = net assets + liabilities (summed)$2.8M total assets
Net assets$2.8MLiabilities$445
Contributions & income
Employer contributions$9.3K
Participant contributions$19.4K
Total income / additions$2.4M
Expenses & distributions
Benefits paid / distributions$14.1K
Total expenses$20.5K
Net increase / (decrease)$2.3M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation0 / 4 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Carefree, AZ plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Carefree market comparison

Largest plan share of assets86%Nextlevel Group Employee Stock Ownership 401(K) Plan
Participants per plan57Average across loaded plans
Plan sponsors4
Ranked by reported assets

Largest loaded plans in Carefree

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Nextlevel Group Employee Stock Ownership 401(K) Plan$2.4M
    Nextlevel Group, Inc. · 2023
  2. 2
    Badger Trading Co. Inc. Profit Sharing Trust$326K
    Badger Trading Co. Inc. · 2023
  3. 3
    Gp Holdings Inc. 401(K) Plan$72.8K
    Gp Holdings Inc. · 2023
  4. 4
    Civana Management, LLCnot reported in the loaded dataset
    Civana Management, LLC · 2023

Largest plans in Carefree → · Carefree plans by participants → · Carefree plans with financial data → · Carefree plans with provider compensation → · $1B+ plans in Carefree →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Carefree, AZ?
4 plan(s) reported by 4 sponsor(s) are loaded for Carefree, AZ.

Related Form 5500 pages