2023 Form 5500 filing — Camelot Community Care, Inc. Retirement 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 20250421143319NAL0002973457001) for Camelot Community Care, Inc. Retirement Plan, reported by Camelot Community Care, Inc. under EIN 31-1659302 and plan number 001. It reports 1,263 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250421143319NAL0002973457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Camelot Community Care, Inc.
- EIN
- 31-1659302
- Plan number
- 001
- Location
- Clearwater, FL
- Participants
- 1,263
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,889,489
- Total liabilities (EOY)
- $4,652
- Net assets (EOY)
- $8,884,837
- Employer contributions
- $125,849
- Participant contributions
- $1,495,345
- Total income / additions
- $3,091,783
- Benefits paid
- $753,500
- Administrative expenses
- $106,541
- Total expenses
- $860,041
- Net increase / (decrease)
- $2,231,742
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| R.J.L. Pension Services, Inc. | TPA | $35,904 | $3,536 |
| Merrill Lynch Pierce Fenner Smith | NONE | $36,043 | not reported in the loaded dataset |
| Empower Annuity Insurance Co. | RECORDKEEPER | $9,362 | $0 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $639 | not reported in the loaded dataset |