2023 Form 5500 filing — The Cara Program 401(K) 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 20240731152900NAL0022563809001) for The Cara Program 401(K) Plan, reported by The Cara Program under EIN 36-4268095 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$3.3MReported net assets$3,319,473
Participants142
Provider compensation$28.7K2 Schedule C row(s)$28,725
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240731152900NAL0022563809001
- Plan sponsor
- The Cara Program
- EIN
- 36-4268095
- Plan number
- 001
- Location
- Chicago, IL
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$3.3M total assets
Net assets$3.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $3,319,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,319,473
- Employer contributions
- $163,956
- Participant contributions
- $255,011
- Total income / additions
- $941,233
- Benefits paid
- $784,729
- Administrative expenses
- $28,725
- Total expenses
- $813,454
- Net increase / (decrease)
- $127,779
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,325 | $0 |
| Retirement Solutions Advisors | CONTRACT ADMIN | $400 | not reported in the loaded dataset |