Plan5500

C.A.R.E.S. Community And Residential Empowerment Services, Inc. Employee Benefit Plan — Form 5500 plan (C.A.R.E.S. Community And Residential Empowerment Services, 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, C.A.R.E.S. Community And Residential Empowerment Services, Inc. Employee Benefit Plan is a benefit plan reported by C.A.R.E.S. Community And Residential Empowerment Services, Inc. under EIN 46-3247953 and plan number 501. The latest loaded filing year is 2023. The filing reports 85 participants and $61,915 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
C.A.R.E.S. Community And Residential Empowerment Services, Inc.
EIN
46-3247953
Plan number
501
Plan type
2
Location
Tamaqua, PA
Latest filing year
2023
Participants
85
End-of-year plan assets
$61,915

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202385I, C20240619102021NAL0005584432001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$61,915
Total liabilities (EOY)
$199,309
Net assets (EOY)
-$137,394
Net assets (BOY)
$0

Income & contributions

Employer contributions
$851,207
Participant contributions
$174,011
Total income / additions
$1,026,204

Expenses & distributions

Benefits paid
$632,838
Administrative expenses
$9,836
Total expenses
$1,163,598
Net increase / (decrease)
-$137,394

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Patriot (Power-Kunkle Group, Inc.)BROKER$36,036not reported in the loaded dataset2023
The Benecon GroupBROKER$20,308not reported in the loaded dataset2023
Capital BluecrossADMIN$9,836not reported in the loaded dataset2023
Connectcare3PATIENT ADVOCATE$5,465not reported in the loaded dataset2023

Related Form 5500 pages