2023 Form 5500 filing — Care Dimensions, 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 20240917123833NAL0004027600001) for Care Dimensions, Inc. Retirement Plan, reported by Care Dimensions, Inc. under EIN 22-2873792 and plan number 001. It reports 622 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917123833NAL0004027600001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care Dimensions, Inc.
- EIN
- 22-2873792
- Plan number
- 001
- Location
- Danvers, MA
- Participants
- 622
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,488,864
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,488,864
- Employer contributions
- $1,750,640
- Participant contributions
- $0
- Total income / additions
- $4,461,120
- Benefits paid
- $899,212
- Administrative expenses
- $79,606
- Total expenses
- $978,818
- Net increase / (decrease)
- $3,482,302
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $58,680 | $0 |
| Hand Benefits And Trust Company Dba | INVESTMENT ADVISOR | $20,716 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $210 | not reported in the loaded dataset |