Microcare, LLC Salary Savings Plan — Form 5500 plan (Microcare, LLC)

Plain-English plan 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, Microcare, LLC Salary Savings Plan is a benefit plan reported by Microcare, LLC under EIN 06-1092951 and plan number 001. The latest loaded filing year is 2023. The filing reports 140 participants and $10,264,313 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Microcare, LLC
EIN
06-1092951
Plan number
001
Plan type
2
Location
New Britain, CT
Latest filing year
2023
Participants
140
End-of-year plan assets
$10,264,313

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023140H, C20240725120859NAL0008206051001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$10,264,313
Total liabilities (EOY)
$0
Net assets (EOY)
$10,264,313
Net assets (BOY)
$8,184,695

Income & contributions

Employer contributions
$370,761
Participant contributions
$865,447
Total contributions
$1,708,220
Total income / additions
$3,295,996

Expenses & distributions

Benefits paid
$1,176,393
Administrative expenses
$39,852
Total expenses
$1,216,378
Net increase / (decrease)
$2,079,618

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$15,169$02023
Lpl Financial LLCADVISOR$14,355not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$6,075not reported in the loaded dataset2023

Related Form 5500 pages