Plan5500

Care Ventures, Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Care Ventures, 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, Care Ventures, Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Care Ventures, Inc. under EIN 52-2323856 and plan number 001. The latest loaded filing year is 2023. The filing reports 467 participants and $8,775,265 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Care Ventures, Inc.
EIN
52-2323856
Plan number
001
Plan type
2
Location
Cumberland, MD
Latest filing year
2023
Participants
467
End-of-year plan assets
$8,775,265

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023467H, C20241009150542NAL0009335859001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,775,265
Net assets (EOY)
$8,775,265
Net assets (BOY)
$7,574,953

Income & contributions

Participant contributions
$379,879
Total contributions
$467,822
Total income / additions
$1,802,443

Expenses & distributions

Benefits paid
$542,810
Administrative expenses
$48,443
Total expenses
$602,131
Net increase / (decrease)
$1,200,312

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Turnbull, Hoover & Kahl, Pa.AUDITOR$33,755not reported in the loaded dataset2023
Setaway, LLCTHIRD PARTY ADMIN$3,414not reported in the loaded dataset2023
Capital Group Retirement Plan SvcsRECORDKEEPER$2,235$02023

Related Form 5500 pages