2023 Form 5500 filing — Intercare Holdings, Inc. Retirement Savings 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 20240827142647NAL0011006225001) for Intercare Holdings, Inc. Retirement Savings Plan, reported by Intercare Holdings, Inc. under EIN 47-0933322 and plan number 001. It reports 662 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240827142647NAL0011006225001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Intercare Holdings, Inc.
- EIN
- 47-0933322
- Plan number
- 001
- Location
- Rocklin, CA
- Participants
- 662
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $20,621,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,621,211
- Employer contributions
- $161,897
- Participant contributions
- $1,781,628
- Total income / additions
- $5,413,697
- Benefits paid
- $1,182,903
- Administrative expenses
- $71,965
- Total expenses
- $1,254,774
- Net increase / (decrease)
- $4,158,923
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $64,883 | $0 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $38,199 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,082 | not reported in the loaded dataset |