Careflite 401(K) Plan — Form 5500 plan (Careflite)
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, Careflite 401(K) Plan is a benefit plan reported by Careflite under EIN 75-1657155 and plan number 001. The latest loaded filing year is 2023. The filing reports 863 participants and $38,249,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Careflite
- EIN
- 75-1657155
- Plan number
- 001
- Plan type
- 2
- Location
- Grand Prairie, TX
- Latest filing year
- 2023
- Participants
- 863
- End-of-year plan assets
- $38,249,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 863 | H, C | 20241010111407NAL0009939411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,249,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,249,156
- Net assets (BOY)
- $32,685,213
Income & contributions
- Employer contributions
- $1,577,151
- Participant contributions
- $2,844,524
- Total contributions
- $4,533,663
- Total income / additions
- $10,722,229
Expenses & distributions
- Benefits paid
- $5,096,307
- Administrative expenses
- $43,420
- Total expenses
- $5,158,286
- Net increase / (decrease)
- $5,563,943
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $23,097 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $20,323 | not reported in the loaded dataset | 2023 |