Procare Ltc 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Procare Mso, 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, Procare Ltc 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Procare Mso, LLC under EIN 35-2545978 and plan number 001. The latest loaded filing year is 2023. The filing reports 822 participants and $13,402,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Procare Mso, LLC
EIN
35-2545978
Plan number
001
Plan type
2
Location
Farmingdale, NY
Latest filing year
2023
Participants
822
End-of-year plan assets
$13,402,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023822H, C20241015155754NAL0029024225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,402,169
Total liabilities (EOY)
$0
Net assets (EOY)
$13,402,169
Net assets (BOY)
$10,567,991

Income & contributions

Employer contributions
$940,739
Participant contributions
$2,157,244
Total contributions
$3,154,078
Total income / additions
$4,991,980

Expenses & distributions

Benefits paid
$2,070,242
Administrative expenses
$87,560
Total expenses
$2,157,802
Net increase / (decrease)
$2,834,178

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Acropolis Investment ManagementINVESTMENT ADVISOR$48,148not reported in the loaded dataset2023
Pcs Retirement, Inc.RECORDKEEPER$39,412not reported in the loaded dataset2023

Related Form 5500 pages