Care Dimensions, Inc. 403(B) Plan — Form 5500 plan (Care Dimensions, 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, Care Dimensions, Inc. 403(B) Plan is a benefit plan reported by Care Dimensions, Inc. under EIN 22-2873792 and plan number 003. The latest loaded filing year is 2023. The filing reports 709 participants and $20,712,986 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Care Dimensions, Inc.
- EIN
- 22-2873792
- Plan number
- 003
- Plan type
- 2
- Location
- Danvers, MA
- Latest filing year
- 2023
- Participants
- 709
- End-of-year plan assets
- $20,712,986
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 709 | H, C | 20240920084030NAL0014097346001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,712,986
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,712,986
- Net assets (BOY)
- $15,960,063
Income & contributions
- Employer contributions
- $1,213
- Participant contributions
- $2,652,587
- Total contributions
- $3,149,824
- Total income / additions
- $6,263,107
Expenses & distributions
- Benefits paid
- $1,408,040
- Administrative expenses
- $97,505
- Total expenses
- $1,510,184
- Net increase / (decrease)
- $4,752,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $72,294 | $0 | 2023 |
| Hand Benefits And Trust Company Dba | INVESTMENT ADVISOR | $24,497 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $714 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Care Dimensions, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Danvers, MA
- Empower Annuity Insurance Company O — Schedule C compensation
- Hand Benefits And Trust Company Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation