2023 Form 5500 filing — Care Solutions 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 20241015114942NAL0047659616001) for Care Solutions 401(K) Plan, reported by Care One Management, LLC under EIN 51-0451012 and plan number 002. It reports 12 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015114942NAL0047659616001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care One Management, LLC
- EIN
- 51-0451012
- Plan number
- 002
- Location
- Fort Lee, NJ
- Participants
- 12
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,059,516
- Total liabilities (EOY)
- $3,332
- Net assets (EOY)
- $36,056,184
- Employer contributions
- $313,306
- Participant contributions
- $3,303,777
- Total income / additions
- $8,879,780
- Benefits paid
- $7,174,534
- Administrative expenses
- $134,825
- Total expenses
- $7,314,634
- Net increase / (decrease)
- $1,565,146
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $101,361 | $0 |
| Morgan Stanley | NONE | $33,464 | not reported in the loaded dataset |