2023 Form 5500 filing — Concerted Care Group 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 20241014160237NAL0026661537001) for Concerted Care Group 401(K) Plan, reported by Kolmac Acquisition, LLC under EIN 83-1409744 and plan number 001. It reports 286 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)$2.9MReported net assets$2,913,615
Participants286
Provider compensation$18.4K2 Schedule C row(s)$18,417
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014160237NAL0026661537001
- Plan sponsor
- Kolmac Acquisition, LLC
- EIN
- 83-1409744
- Plan number
- 001
- Location
- Burtonsville, MD
- Received date
- not reported in the loaded dataset
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)$2.9M total assets
Net assets$2.9MLiabilities$14.9K
Full reported line items
- Total assets (EOY)
- $2,928,501
- Total liabilities (EOY)
- $14,886
- Net assets (EOY)
- $2,913,615
- Participant contributions
- $338,962
- Total income / additions
- $873,786
- Benefits paid
- $203,941
- Administrative expenses
- $20,746
- Total expenses
- $234,018
- Net increase / (decrease)
- $639,768
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $12,444 | $0 |
| Greenspring Advisors LLC | NONE | $5,973 | not reported in the loaded dataset |