Complete Care 401(K) Plan — Form 5500 plan (Complete 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, Complete Care 401(K) Plan is a benefit plan reported by Complete Care LLC under EIN 82-2141949 and plan number 001. The latest loaded filing year is 2023. The filing reports 8,226 participants and $36,632,007 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Complete Care LLC
- EIN
- 82-2141949
- Plan number
- 001
- Plan type
- 2
- Location
- Toms River, NJ
- Latest filing year
- 2023
- Participants
- 8,226
- End-of-year plan assets
- $36,632,007
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,226 | H, C | 20241015224748NAL0017307555001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $36,632,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $36,632,007
- Net assets (BOY)
- $23,210,641
Income & contributions
- Employer contributions
- $317,115
- Participant contributions
- $11,931,890
- Total contributions
- $15,419,895
- Total income / additions
- $19,760,729
Expenses & distributions
- Benefits paid
- $5,525,602
- Administrative expenses
- $772,281
- Total expenses
- $6,339,363
- Net increase / (decrease)
- $13,421,366
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $645,106 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $112,175 | $43,133 | 2023 |
| Fasten Halberstam Llp | ACCOUNTANT | $15,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Complete Care LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Toms River, NJ
- Adp, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Fasten Halberstam Llp — Schedule C compensation
- Adp Broker-Dealer — Schedule C compensation