Greatcare, Inc. Retirement Plan And Trust — Form 5500 plan (Greatcare, Inc.)
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, Greatcare, Inc. Retirement Plan And Trust is a benefit plan reported by Greatcare, Inc. under EIN 20-2310333 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,836 participants and $9,036,871 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$9MPlan net assets, end of year$9,036,871
Participants1.8KCovered participants reported1,836
Assets / participant$4.9KComputed: assets ÷ participants$4,922 (computed)
Provider compensation$100.8K3 Schedule C provider row(s)$100,819
- Plan sponsor
- Greatcare, Inc.
- EIN
- 20-2310333
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,836 | H, C | 20250108145852NAL0006055507001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$9M total assets
Net assets$9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $9,036,871
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,036,871
- Net assets (BOY)
- $8,962,774
Income & contributions
- Employer contributions
- $1,177,103
- Total contributions
- $1,177,103
- Total income / additions
- $1,400,025
Expenses & distributions
- Benefits paid
- $1,309,648
- Administrative expenses
- $16,280
- Total expenses
- $1,325,928
- Net increase / (decrease)
- $74,097
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income94%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Quint Champion Capital Corp. | INVESTMENT ADVISOR | $0 | $68,553 | 2023 |
| Gelman Pension Consulting, Inc. | THIRD PARTY ADMINISTRATOR | $24,893 | not reported in the loaded dataset | 2023 |
| Nationwide | INVESTMENT PROVIDER | $7,373 | not reported in the loaded dataset | 2023 |