2023 Form 5500 filing — Intercare Therapy, Inc. Profit Sharing 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 20240826050845NAL0005293427001) for Intercare Therapy, Inc. Profit Sharing Plan, reported by Intercare Therapy, Inc. under EIN 95-4749616 and plan number 001. It reports 548 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826050845NAL0005293427001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercare Therapy, Inc.
- EIN
- 95-4749616
- Plan number
- 001
- Location
- Los Angeles, CA
- Participants
- 548
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,062,365
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $7,062,365
- Employer contributions
- $279,560
- Participant contributions
- $611,996
- Total income / additions
- $2,180,923
- Benefits paid
- $1,115,871
- Administrative expenses
- $52,608
- Total expenses
- $1,168,479
- Net increase / (decrease)
- $1,012,444
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $29,230 | $0 |
| Zuckerman Capital Management, LLC | INVESTMENT/FINANCIAL ADVI | $15,207 | $0 |
| First Republic Bank | INVESTMENT/FINANCIAL ADVI | $8,169 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |