Concerted Care Group 401(K) Plan — Form 5500 plan (Kolmac Acquisition, 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, Concerted Care Group 401(K) Plan is a benefit plan reported by Kolmac Acquisition, LLC under EIN 83-1409744 and plan number 001. The latest loaded filing year is 2023. The filing reports 286 participants and $2,928,501 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$2.9MPlan net assets, end of year$2,913,615
Participants286Covered participants reported
Assets / participant$10.2KComputed: assets ÷ participants$10,240 (computed)
Provider compensation$18.4K2 Schedule C provider row(s)$18,417
- Plan sponsor
- Kolmac Acquisition, LLC
- EIN
- 83-1409744
- Plan number
- 001
- Plan type
- 2
- Location
- Burtonsville, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 286 | H, C | 20241014160237NAL0026661537001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$2.9M total assets
Net assets$2.9MLiabilities$14.9K
Full reported line items
Net assets
- Total assets (EOY)
- $2,928,501
- Total liabilities (EOY)
- $14,886
- Net assets (EOY)
- $2,913,615
- Net assets (BOY)
- $2,273,847
Income & contributions
- Participant contributions
- $338,962
- Total contributions
- $439,241
- Total income / additions
- $873,786
Expenses & distributions
- Benefits paid
- $203,941
- Administrative expenses
- $20,746
- Total expenses
- $234,018
- Net increase / (decrease)
- $639,768
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ascensus LLC | NONE | $12,444 | $0 | 2023 |
| Greenspring Advisors LLC | NONE | $5,973 | not reported in the loaded dataset | 2023 |