Carepoint Health, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Carepoint Health, 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, Carepoint Health, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Carepoint Health, LLC under EIN 83-1024601 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,010 participants and $307,787,678 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carepoint Health, LLC
- EIN
- 83-1024601
- Plan number
- 002
- Plan type
- 2
- Location
- Greenwood Village, CO
- Latest filing year
- 2023
- Participants
- 1,010
- End-of-year plan assets
- $307,787,678
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,010 | H, C | 20241009100720NAL0030877984001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $307,787,678
- Total liabilities (EOY)
- $4,016
- Net assets (EOY)
- $307,783,662
- Net assets (BOY)
- $249,110,822
Income & contributions
- Employer contributions
- $11,071,865
- Participant contributions
- $9,988,220
- Total contributions
- $22,900,124
- Total income / additions
- $68,810,337
Expenses & distributions
- Benefits paid
- $9,772,246
- Administrative expenses
- $351,713
- Total expenses
- $10,137,497
- Net increase / (decrease)
- $58,672,840
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Physician Wealth Advisors Inc | NONE | $102,947 | not reported in the loaded dataset | 2023 |
| Nwps | NONE | $80,878 | not reported in the loaded dataset | 2023 |
| Cerdrus LLC | NONE | $54,101 | not reported in the loaded dataset | 2023 |
| Wealthsource Partners LLC | NONE | $24,524 | not reported in the loaded dataset | 2023 |
| Cherry Creek Investment Adv | NONE | $19,844 | not reported in the loaded dataset | 2023 |
| Charles Schwab Trust Bank | NONE | $17,458 | $0 | 2023 |
| Wealth Enhancemnet Advisory Se | NONE | $16,565 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $9,425 | not reported in the loaded dataset | 2023 |
| Morningstar Investment Service | NONE | $8,419 | not reported in the loaded dataset | 2023 |
| Pj Roland | NONE | $7,725 | not reported in the loaded dataset | 2023 |
| Charles Schwab & Co, Inc. | NONE | $5,905 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carepoint Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Greenwood Village, CO
- Physician Wealth Advisors Inc — Schedule C compensation
- Nwps — Schedule C compensation
- Cerdrus LLC — Schedule C compensation
- Wealthsource Partners LLC — Schedule C compensation
- Cherry Creek Investment Adv — Schedule C compensation
- Charles Schwab Trust Bank — Schedule C compensation
- Wealth Enhancemnet Advisory Se — Schedule C compensation
- Morningstar Investment Service — Schedule C compensation
- Pj Roland — Schedule C compensation
- Charles Schwab & Co, Inc. — Schedule C compensation