Carestar, Inc. Employee Stock Ownership Plan — Form 5500 plan (Carestar, 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, Carestar, Inc. Employee Stock Ownership Plan is a benefit plan reported by Carestar, Inc. under EIN 31-1254105 and plan number 002. The latest loaded filing year is 2023. The filing reports 606 participants and $77,787,722 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carestar, Inc.
- EIN
- 31-1254105
- Plan number
- 002
- Plan type
- 2
- Location
- Cincinnati, OH
- Latest filing year
- 2023
- Participants
- 606
- End-of-year plan assets
- $77,787,722
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 606 | H, C | 20240730123335NAL0020700337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,787,722
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $77,787,722
- Net assets (BOY)
- $61,482,814
Income & contributions
- Employer contributions
- $6,232,648
- Total contributions
- $6,232,648
- Total income / additions
- $23,718,049
Expenses & distributions
- Benefits paid
- $7,331,964
- Administrative expenses
- $81,177
- Total expenses
- $7,413,141
- Net increase / (decrease)
- $16,304,908
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies, LLC | N/A | $25,431 | not reported in the loaded dataset | 2023 |
| Vonlehman & Company, Inc. | N/A | $13,757 | not reported in the loaded dataset | 2023 |
| Comstock Valuation Advisors | N/A | $11,377 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co., Inc. | N/A | $8,258 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carestar, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Cincinnati, OH
- Transition Finance Strategies, LLC — Schedule C compensation
- Vonlehman & Company, Inc. — Schedule C compensation
- Comstock Valuation Advisors — Schedule C compensation
- Charles Schwab & Co., Inc. — Schedule C compensation