2023 Form 5500 filing — Caris Healthcare, Lp 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 20241014130544NAL0013320355001) for Caris Healthcare, Lp 401(K) Plan, reported by Caris Healthcare, Lp under EIN 05-0583027 and plan number 001. It reports 902 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)$0Reported net assets

Participants902

Provider compensation$134.6K2 Schedule C row(s)$134,626

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014130544NAL0013320355001
Plan sponsor: Caris Healthcare, Lp
EIN: 05-0583027
Plan number: 001
Location: Knoxville, TN
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.

Money in vs. money out

Total income / additions$843.8K

Total expenses$283.2K

Benefits paid / distributions$255.7K

Contributions

Employer$0

Participant$0

Full reported line items

Total assets (EOY): $0
Total liabilities (EOY): $0
Net assets (EOY): $0
Employer contributions: $0
Participant contributions: $0
Total income / additions: $843,775
Benefits paid: $255,679
Administrative expenses: $27,536
Total expenses: $283,215
Net increase / (decrease): $560,560

Schedule C

Reported service provider compensation

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

1
The Trust Company Of Tennessee$107.1K
NONE · Direct $107.1K · Indirect $0
2
The Trust Company Of Tennessee$27.5K
NONE · Direct $27.5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014130544NAL0013320355001 cover?: It is the 2023 Form 5500 filing for Caris Healthcare, Lp 401(K) Plan, reported by Caris Healthcare, Lp (EIN 05-0583027).
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).