Carefree Practice Resources LLC 401k Profit Sharing Plan — Form 5500 plan (Carefree Practice Resources 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, Carefree Practice Resources LLC 401k Profit Sharing Plan is a benefit plan reported by Carefree Practice Resources LLC under EIN 45-5511352 and plan number 001. The latest loaded filing year is 2023. The filing reports 409 participants and $14,664,264 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carefree Practice Resources LLC
- EIN
- 45-5511352
- Plan number
- 001
- Plan type
- 2
- Location
- Reno, NV
- Latest filing year
- 2023
- Participants
- 409
- End-of-year plan assets
- $14,664,264
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 409 | H, C | 20250327161654NAL0012537891001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $14,664,264
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,664,264
- Net assets (BOY)
- $11,264,336
Income & contributions
- Employer contributions
- $495,804
- Participant contributions
- $1,128,952
- Total contributions
- $2,060,848
- Total income / additions
- $3,948,840
Expenses & distributions
- Benefits paid
- $483,200
- Administrative expenses
- $65,712
- Total expenses
- $548,912
- Net increase / (decrease)
- $3,399,928
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aegis Wealth Group LLC | SORY INVESTMENT AD | $37,855 | $0 | 2023 |
| Principal Life Insurance Company | CONTRACT ADMI NISTRATOR | $25,057 | $0 | 2023 |
| Associated Pension Consultants Inc | CONTRACT ADMINISTER | $2,800 | $5,770 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carefree Practice Resources LLC
- 2023 Form 5500 filing
- Form 5500 filings in NV
- 401(k) and benefit plan filings in Reno, NV
- Aegis Wealth Group LLC — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Associated Pension Consultants Inc — Schedule C compensation