Care For U Plus 401(K) Plan — Form 5500 plan (Care For U Plus 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, Care For U Plus 401(K) Plan is a benefit plan reported by Care For U Plus LLC under EIN 61-1493568 and plan number 001. The latest loaded filing year is 2023. The filing reports 450 participants and $1,818,970 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.8MPlan net assets, end of year$1,818,970
Participants450Covered participants reported
Assets / participant$4KComputed: assets ÷ participants$4,042 (computed)
Provider compensation$24.9K2 Schedule C provider row(s)$24,906
Plan sponsor
Care For U Plus LLC
EIN
61-1493568
Plan number
001
Plan type
2
Location
Lawrence Township, NJ
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023450H, C20241015122144NAL0028399425001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.8M total assets
Net assets$1.8MLiabilities$0
Money in vs. money out
Total income / additions$745.5K
Total expenses$442.6K
Benefits paid / distributions$416.8K
Contributions
Employer$161.2K
Participant$266.4K
Full reported line items

Net assets

Total assets (EOY)
$1,818,970
Total liabilities (EOY)
$0
Net assets (EOY)
$1,818,970
Net assets (BOY)
$1,516,064

Income & contributions

Employer contributions
$161,192
Participant contributions
$266,389
Total contributions
$468,872
Total income / additions
$745,520

Expenses & distributions

Benefits paid
$416,823
Administrative expenses
$25,791
Total expenses
$442,614
Net increase / (decrease)
$302,906
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 38%Participant 62%
Total expenses ÷ net assets24%Computed ratio
Benefits paid ÷ total income56%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Tanker Consulting Group LLCINVESTMENT ADVISOR$12,890not reported in the loaded dataset2023
Empower Annuity Insurance CompanyRECORDKEEPER$12,016$02023

Related Form 5500 pages