2023 Form 5500 filing — Caring Professionals, Inc. 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 20240611122411NAL0015147699001) for Caring Professionals, Inc. Retirement Plan, reported by Caring Professionals, Inc. under EIN 11-3200513 and plan number 001. It reports 154 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240611122411NAL0015147699001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caring Professionals, Inc.
- EIN
- 11-3200513
- Plan number
- 001
- Location
- Forest Hills, NY
- Participants
- 154
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,278,169
- Total liabilities (EOY)
- $4,437
- Net assets (EOY)
- $1,273,732
- Participant contributions
- $226,022
- Total income / additions
- $444,455
- Benefits paid
- $117,694
- Administrative expenses
- $825
- Total expenses
- $118,519
- Net increase / (decrease)
- $325,936
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Life Insurance Company | RECORDKEEPER | $324 | not reported in the loaded dataset |