Champion Care, LLC 401(K) Plan — Form 5500 plan (Champion Care, 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, Champion Care, LLC 401(K) Plan is a benefit plan reported by Champion Care, LLC under EIN 81-4194408 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $1,812,306 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Champion Care, LLC
EIN
81-4194408
Plan number
001
Plan type
2
Location
Rockville Centre, NY
Latest filing year
2023
Participants
1,018
End-of-year plan assets
$1,812,306

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,018H, C20241011083307NAL0021528385001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,812,306
Total liabilities (EOY)
$0
Net assets (EOY)
$1,812,306
Net assets (BOY)
$1,517,410

Income & contributions

Employer contributions
$47,593
Participant contributions
$344,220
Total contributions
$590,140
Total income / additions
$826,812

Expenses & distributions

Benefits paid
$519,983
Administrative expenses
$11,933
Total expenses
$531,916
Net increase / (decrease)
$294,896

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$11,933$02023
Cambridge Investment ResearchADVISOR$0$3,4872023
United Planners Financial ServicesADVISOR$0$3,4332023

Related Form 5500 pages