2023 Form 5500 filing — Care Synergy 403(B) 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 20240911114412NAL0008441873001) for Care Synergy 403(B) Plan, reported by Comfort Bridge Dba Care Synergy under EIN 47-1820366 and plan number 001. It reports 1,022 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)$31.9MReported net assets$31,880,422
Participants1K1,022
Provider compensation$61.8K1 Schedule C row(s)$61,842
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240911114412NAL0008441873001
Plan sponsor
Comfort Bridge Dba Care Synergy
EIN
47-1820366
Plan number
001
Location
Denver, CO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$31.9M total assets
Net assets$31.9MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$7.1M
Benefits paid / distributions$7.1M
Contributions
Employer$687.8K
Participant$2.4M
Full reported line items
Total assets (EOY)
$31,880,422
Total liabilities (EOY)
$0
Net assets (EOY)
$31,880,422
Employer contributions
$687,840
Participant contributions
$2,431,470
Total income / additions
$8,358,283
Benefits paid
$7,052,858
Administrative expenses
$64,804
Total expenses
$7,117,662
Net increase / (decrease)
$1,240,621
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $61.8K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240911114412NAL0008441873001 cover?
It is the 2023 Form 5500 filing for Care Synergy 403(B) Plan, reported by Comfort Bridge Dba Care Synergy (EIN 47-1820366).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages