Quality Family 401(K) Plan — Form 5500 plan (All Care Plus, 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, Quality Family 401(K) Plan is a benefit plan reported by All Care Plus, Inc. under EIN 56-2323972 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,973 participants and $3,491,594 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- All Care Plus, Inc.
- EIN
- 56-2323972
- Plan number
- 001
- Plan type
- 2
- Location
- Jamestown, TN
- Latest filing year
- 2023
- Participants
- 1,973
- End-of-year plan assets
- $3,491,594
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,973 | H, C | 20250124095256NAL0004938611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,491,594
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,491,594
- Net assets (BOY)
- $1,894,693
Income & contributions
- Employer contributions
- $71
- Participant contributions
- $1,137,742
- Total contributions
- $1,368,203
- Total income / additions
- $1,781,154
Expenses & distributions
- Benefits paid
- $142,548
- Administrative expenses
- $41,705
- Total expenses
- $184,253
- Net increase / (decrease)
- $1,596,901
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $35,067 | $0 | 2023 |
| Linsco/Private Ledger Corp | BROKER/ADVISOR | $0 | $11,202 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $4,002 | not reported in the loaded dataset | 2023 |
| Ascensus Holdings Inc Dba Futurepla | CONTRACT ADMINISTRATOR | $2,175 | not reported in the loaded dataset | 2023 |
| Envestnet Retirement Solutions, LLC | OTHER | $461 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for All Care Plus, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Jamestown, TN
- Empower Annuity Insurance Company — Schedule C compensation
- Linsco/Private Ledger Corp — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Ascensus Holdings Inc Dba Futurepla — Schedule C compensation
- Envestnet Retirement Solutions, LLC — Schedule C compensation