2023 Form 5500 filing — Carter Healthcare, LLC 401(K) And Profit Sharing 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 20241015142429NAL0029965921001) for Carter Healthcare, LLC 401(K) And Profit Sharing Plan, reported by Carter Healthcare,LLC under EIN 73-1443438 and plan number 001. It reports 740 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015142429NAL0029965921001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carter Healthcare,LLC
- EIN
- 73-1443438
- Plan number
- 001
- Location
- Oklahoma City, OK
- Participants
- 740
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,575,519
- Total liabilities (EOY)
- $17,193
- Net assets (EOY)
- $11,558,326
- Employer contributions
- $788
- Participant contributions
- $468,202
- Total income / additions
- $2,253,272
- Benefits paid
- $1,712,743
- Administrative expenses
- $56,931
- Total expenses
- $1,783,422
- Net increase / (decrease)
- $469,850
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Retirement Planners | THIRD PARTY ADMINISTRATO | $9,300 | $5,616 |
| Voya Retirement Insurance And Annui | SERVICE PROVIDER | $10,202 | $0 |