2023 Form 5500 filing — Commcare Corporation 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 20241014160234NAL0045230224001) for Commcare Corporation 401(K) Plan, reported by Commcare Corporation under EIN 72-0996315 and plan number 002. It reports 1,238 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014160234NAL0045230224001
Filing year
2023
Form type
2
Plan sponsor
Commcare Corporation
EIN
72-0996315
Plan number
002
Location
Mandeville, LA
Participants
1,238
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$16,683,340
Total liabilities (EOY)
$0
Net assets (EOY)
$16,683,340
Employer contributions
$1,378,871
Participant contributions
$2,585,371
Total income / additions
$6,572,284
Benefits paid
$3,116,734
Administrative expenses
$75,722
Total expenses
$3,192,456
Net increase / (decrease)
$3,379,828
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Fidelity Investments InstitutionalRECORDKEEPER$54,143$0
Carr, Riggs & Ingram, LLCPLAN ADMINISTRATOR$14,575not reported in the loaded dataset
Strategic Advisors, Inc.ADVISOR$5,362not reported in the loaded dataset

Related Form 5500 pages