Elevate Care, Inc. 401(K) Plan — Form 5500 plan (Elevate Care, 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, Elevate Care, Inc. 401(K) Plan is a benefit plan reported by Elevate Care, Inc. under EIN 36-3223168 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,630 participants and $7,442,451 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Elevate Care, Inc.
- EIN
- 36-3223168
- Plan number
- 002
- Plan type
- 3
- Location
- Skokie, IL
- Latest filing year
- 2023
- Participants
- 2,630
- End-of-year plan assets
- $7,442,451
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,630 | H, C | 20240723170712NAL0011733569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $7,442,451
- Total liabilities (EOY)
- $60,080
- Net assets (EOY)
- $7,382,371
- Net assets (BOY)
- $6,853,192
Income & contributions
- Employer contributions
- $123,573
- Participant contributions
- $1,212,756
- Total contributions
- $1,406,108
- Total income / additions
- $2,005,968
Expenses & distributions
- Benefits paid
- $1,191,072
- Administrative expenses
- $184,219
- Total expenses
- $1,476,789
- Net increase / (decrease)
- $529,179
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Weiss Group, Inc. | NONE | $124,435 | not reported in the loaded dataset | 2023 |
| Lpl Financial | NONE | $35,712 | not reported in the loaded dataset | 2023 |
| Ostrow Reisin Berk & Abrams, Ltd. | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Mid Atlantic Capital Corp | NONE | not reported in the loaded dataset | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Elevate Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Skokie, IL
- The Weiss Group, Inc. — Schedule C compensation
- Lpl Financial — Schedule C compensation
- Ostrow Reisin Berk & Abrams, Ltd. — Schedule C compensation
- Mid Atlantic Capital Corp — Schedule C compensation