2023 Form 5500 filing — Careonsite Management, Inc. Employees' 401(K) & 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 20241001160335NAL0012899312001) for Careonsite Management, Inc. Employees' 401(K) & Profit Sharing Plan, reported by Careonsite Management, Inc. under EIN 88-1146270 and plan number 002. It reports 463 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001160335NAL0012899312001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Careonsite Management, Inc.
- EIN
- 88-1146270
- Plan number
- 002
- Location
- Torrance, CA
- Participants
- 463
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,116,017
- Total liabilities (EOY)
- $43,634
- Net assets (EOY)
- $13,072,383
- Employer contributions
- $717,807
- Participant contributions
- $1,915,035
- Total income / additions
- $4,666,497
- Benefits paid
- $684,924
- Administrative expenses
- $59,613
- Total expenses
- $773,497
- Net increase / (decrease)
- $3,893,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,308 | $0 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $19,023 | not reported in the loaded dataset |
| Jones & Malhotra | AUDITOR | $12,000 | not reported in the loaded dataset |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $2,718 | not reported in the loaded dataset |
| Onedigital Investment Advisors LLC | OTHER | $2,500 | not reported in the loaded dataset |