2023 Form 5500 filing — Carelinc 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 20241008071737NAL0008160131001) for Carelinc 401(K) Plan, reported by Carelinc Medical Equipment & Supply Co., LLC under EIN 38-3378161 and plan number 001. It reports 507 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)$16.6MReported net assets$16,625,238
Participants507
Provider compensation$48.2K2 Schedule C row(s)$48,236
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241008071737NAL0008160131001
Plan sponsor
Carelinc Medical Equipment & Supply Co., LLC
EIN
38-3378161
Plan number
001
Location
Grand Rapids, MI
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)$16.6M total assets
Net assets$16.6MLiabilities$0
Money in vs. money out
Total income / additions$4.3M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$368.1K
Participant$1.3M
Full reported line items
Total assets (EOY)
$16,625,238
Total liabilities (EOY)
$0
Net assets (EOY)
$16,625,238
Employer contributions
$368,115
Participant contributions
$1,344,523
Total income / additions
$4,294,458
Benefits paid
$1,222,208
Administrative expenses
$48,236
Total expenses
$1,304,716
Net increase / (decrease)
$2,989,742
Schedule C

Reported service provider compensation

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

  1. 1
    RETAINED BY EMPLOYER · Direct $27.1K · Indirect $0
  2. 2
    INVESTMENT ADVISORY · Direct $21.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241008071737NAL0008160131001 cover?
It is the 2023 Form 5500 filing for Carelinc 401(K) Plan, reported by Carelinc Medical Equipment & Supply Co., LLC (EIN 38-3378161).
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