2023 Form 5500 filing — Chc 401(K) 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 20241004194202NAL0005966915001) for Chc 401(K) Plan, reported by Carriage Healthcare Companies, Inc. under EIN 84-1593283 and plan number 001. It reports 1,007 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)$9.1MReported net assets$9,118,712
Participants1K1,007
Provider compensation$48.2K3 Schedule C row(s)$48,152
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004194202NAL0005966915001
Plan sponsor
Carriage Healthcare Companies, Inc.
EIN
84-1593283
Plan number
001
Location
Lakewood, 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)$9.1M total assets
Net assets$9.1MLiabilities$0
Money in vs. money out
Total income / additions$2.6M
Total expenses$1.1M
Benefits paid / distributions$1.1M
Contributions
Employer$137.6K
Participant$908.7K
Full reported line items
Total assets (EOY)
$9,118,712
Total liabilities (EOY)
$0
Net assets (EOY)
$9,118,712
Employer contributions
$137,576
Participant contributions
$908,732
Total income / additions
$2,554,951
Benefits paid
$1,066,066
Administrative expenses
$48,155
Total expenses
$1,115,628
Net increase / (decrease)
$1,439,323
Schedule C

Reported service provider compensation

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

  1. 1
    CONTRACT ADMINISTRATOR · Direct $29.8K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $18.3K
  3. 3
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004194202NAL0005966915001 cover?
It is the 2023 Form 5500 filing for Chc 401(K) Plan, reported by Carriage Healthcare Companies, Inc. (EIN 84-1593283).
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