2023 Form 5500 filing — Care.Stat! 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 20241209171348NAL0015232064001) for Care.Stat! 401(K) Plan, reported by Care.Stat!, Inc. under EIN 47-5436639 and plan number 001. It reports 497 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)$9.2MReported net assets$9,150,778
Participants497
Provider compensation$16.9K2 Schedule C row(s)$16,873
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241209171348NAL0015232064001
Plan sponsor
Care.Stat!, Inc.
EIN
47-5436639
Plan number
001
Location
Sacramento, CA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
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)$9.2M total assets
Net assets$9.2MLiabilities$0
Money in vs. money out
Total income / additions$6M
Total expenses$4.1M
Benefits paid / distributions$4.1M
Contributions
Employer$1.4M
Participant$2.9M
Full reported line items
Total assets (EOY)
$9,150,778
Total liabilities (EOY)
$0
Net assets (EOY)
$9,150,778
Employer contributions
$1,445,730
Participant contributions
$2,909,906
Total income / additions
$5,993,128
Benefits paid
$4,062,643
Administrative expenses
$11,005
Total expenses
$4,073,648
Net increase / (decrease)
$1,919,480
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $11K
  2. 2
    CUSTODIAN · Direct $0 · Indirect $5.9K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241209171348NAL0015232064001 cover?
It is the 2023 Form 5500 filing for Care.Stat! 401(K) Plan, reported by Care.Stat!, Inc. (EIN 47-5436639).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages