2023 Form 5500 filing — Care For U Plus 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 20241015122144NAL0028399425001) for Care For U Plus 401(K) Plan, reported by Care For U Plus LLC under EIN 61-1493568 and plan number 001. It reports 450 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)$1.8MReported net assets$1,818,970
Participants450
Provider compensation$24.9K2 Schedule C row(s)$24,906
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015122144NAL0028399425001
- Plan sponsor
- Care For U Plus LLC
- EIN
- 61-1493568
- Plan number
- 001
- Location
- Lawrence Township, NJ
- 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)$1.8M total assets
Net assets$1.8MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,818,970
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,818,970
- Employer contributions
- $161,192
- Participant contributions
- $266,389
- Total income / additions
- $745,520
- Benefits paid
- $416,823
- Administrative expenses
- $25,791
- Total expenses
- $442,614
- Net increase / (decrease)
- $302,906
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Tanker Consulting Group LLC | INVESTMENT ADVISOR | $12,890 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $12,016 | $0 |