Care Everywhere, LLC 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Care Everywhere, 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 Everywhere, LLC 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Care Everywhere, LLC under EIN 81-1400583 and plan number 001. The latest loaded filing year is 2023. The filing reports 158 participants and $11,530,600 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Care Everywhere, LLC
EIN
81-1400583
Plan number
001
Plan type
2
Location
Natick, MA
Latest filing year
2023
Participants
158
End-of-year plan assets
$11,530,600

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023158H, C20241015091654NAL0029108705001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,530,600
Total liabilities (EOY)
$0
Net assets (EOY)
$11,530,600
Net assets (BOY)
$8,788,432

Income & contributions

Employer contributions
$519,410
Participant contributions
$1,272,508
Total contributions
$1,809,768
Total income / additions
$3,441,761

Expenses & distributions

Benefits paid
$681,663
Administrative expenses
$17,930
Total expenses
$699,593
Net increase / (decrease)
$2,742,168

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cetera Advisor NetworksADVISOR$16,000not reported in the loaded dataset2023

Related Form 5500 pages