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, Careage 401(K) Plan is a benefit plan reported by Senior Management Services, LLC under EIN 26-3988687 and plan number 002. The latest loaded filing year is 2023. The filing reports 621 participants and $9,277,514 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,277,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,277,514
- Net assets (BOY)
- $7,784,299
Income & contributions
- Employer contributions
- $132,048
- Participant contributions
- $1,282,612
- Total contributions
- $1,414,660
- Total income / additions
- $2,644,475
Expenses & distributions
- Benefits paid
- $1,131,296
- Administrative expenses
- $19,964
- Total expenses
- $1,151,260
- Net increase / (decrease)
- $1,493,215