2023 Form 5500 filing — Complete Care 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 20241015224748NAL0017307555001) for Complete Care 401(K) Plan, reported by Complete Care LLC under EIN 82-2141949 and plan number 001. It reports 8,226 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015224748NAL0017307555001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Complete Care LLC
- EIN
- 82-2141949
- Plan number
- 001
- Location
- Toms River, NJ
- Participants
- 8,226
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $36,632,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,632,007
- Employer contributions
- $317,115
- Participant contributions
- $11,931,890
- Total income / additions
- $19,760,729
- Benefits paid
- $5,525,602
- Administrative expenses
- $772,281
- Total expenses
- $6,339,363
- Net increase / (decrease)
- $13,421,366
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $645,106 | $0 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $112,175 | $43,133 |
| Fasten Halberstam Llp | ACCOUNTANT | $15,000 | $0 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 |