2023 Form 5500 filing — Carefree Practice Resources LLC 401k 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 20250327161654NAL0012537891001) for Carefree Practice Resources LLC 401k Profit Sharing Plan, reported by Carefree Practice Resources LLC under EIN 45-5511352 and plan number 001. It reports 409 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250327161654NAL0012537891001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Carefree Practice Resources LLC
- EIN
- 45-5511352
- Plan number
- 001
- Location
- Reno, NV
- Participants
- 409
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $14,664,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,664,264
- Employer contributions
- $495,804
- Participant contributions
- $1,128,952
- Total income / additions
- $3,948,840
- Benefits paid
- $483,200
- Administrative expenses
- $65,712
- Total expenses
- $548,912
- Net increase / (decrease)
- $3,399,928
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aegis Wealth Group LLC | SORY INVESTMENT AD | $37,855 | $0 |
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $25,057 | $0 |
| Associated Pension Consultants Inc | CONTRACT ADMINISTER | $2,800 | $5,770 |