Intercare Holdings, Inc. Retirement Savings Plan — Form 5500 plan (Intercare Holdings, 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, Intercare Holdings, Inc. Retirement Savings Plan is a benefit plan reported by Intercare Holdings, Inc. under EIN 47-0933322 and plan number 001. The latest loaded filing year is 2023. The filing reports 662 participants and $20,621,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Intercare Holdings, Inc.
- EIN
- 47-0933322
- Plan number
- 001
- Plan type
- 2
- Location
- Rocklin, CA
- Latest filing year
- 2023
- Participants
- 662
- End-of-year plan assets
- $20,621,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 662 | H, C | 20240827142647NAL0011006225001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $20,621,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $20,621,211
- Net assets (BOY)
- $16,462,288
Income & contributions
- Employer contributions
- $161,897
- Participant contributions
- $1,781,628
- Total contributions
- $2,617,819
- Total income / additions
- $5,413,697
Expenses & distributions
- Benefits paid
- $1,182,903
- Administrative expenses
- $71,965
- Total expenses
- $1,254,774
- Net increase / (decrease)
- $4,158,923
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $64,883 | $0 | 2023 |
| Cambridge Investment Research Inc | BROKER/ADVISER | $0 | $38,199 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $7,082 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Intercare Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Rocklin, CA
- Empower Annuity Insurance Company — Schedule C compensation
- Cambridge Investment Research Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation