2023 Form 5500 filing — Carevet Retirement Savings 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 20250123085049NAL0006330657001) for Carevet Retirement Savings Plan, reported by Carevet Missouri, LLC under EIN 83-1579193 and plan number 001. It reports 2,328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250123085049NAL0006330657001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Carevet Missouri, LLC
- EIN
- 83-1579193
- Plan number
- 001
- Location
- St. Louis, MO
- Participants
- 2,328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,934,341
- Total liabilities (EOY)
- $928,447
- Net assets (EOY)
- $18,005,894
- Employer contributions
- $772,883
- Participant contributions
- $4,282,401
- Total income / additions
- $8,627,061
- Benefits paid
- $862,425
- Administrative expenses
- $96,489
- Total expenses
- $1,259,611
- Net increase / (decrease)
- $7,367,450
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Epic Retirement Plan Services | NONE | $95,560 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $0 | $0 |