Commcare Corporation 401(K) Plan — Form 5500 plan (Commcare Corporation)

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, Commcare Corporation 401(K) Plan is a benefit plan reported by Commcare Corporation under EIN 72-0996315 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,238 participants and $16,683,340 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Commcare Corporation
EIN
72-0996315
Plan number
002
Plan type
2
Location
Mandeville, LA
Latest filing year
2023
Participants
1,238
End-of-year plan assets
$16,683,340

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,238H, C20241014160234NAL0045230224001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$16,683,340
Total liabilities (EOY)
$0
Net assets (EOY)
$16,683,340
Net assets (BOY)
$13,303,512

Income & contributions

Employer contributions
$1,378,871
Participant contributions
$2,585,371
Total contributions
$4,126,767
Total income / additions
$6,572,284

Expenses & distributions

Benefits paid
$3,116,734
Administrative expenses
$75,722
Total expenses
$3,192,456
Net increase / (decrease)
$3,379,828

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$54,143$02023
Carr, Riggs & Ingram, LLCPLAN ADMINISTRATOR$14,575not reported in the loaded dataset2023
Strategic Advisors, Inc.ADVISOR$5,362not reported in the loaded dataset2023

Related Form 5500 pages