Carevet Retirement Savings Plan — Form 5500 plan (Carevet Missouri, 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, Carevet Retirement Savings Plan is a benefit plan reported by Carevet Missouri, LLC under EIN 83-1579193 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,328 participants and $18,934,341 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carevet Missouri, LLC
EIN
83-1579193
Plan number
001
Plan type
3
Location
St. Louis, MO
Latest filing year
2023
Participants
2,328
End-of-year plan assets
$18,934,341

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,328H, C20250123085049NAL0006330657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,934,341
Total liabilities (EOY)
$928,447
Net assets (EOY)
$18,005,894
Net assets (BOY)
$10,638,444

Income & contributions

Employer contributions
$772,883
Participant contributions
$4,282,401
Total contributions
$6,061,524
Total income / additions
$8,627,061

Expenses & distributions

Benefits paid
$862,425
Administrative expenses
$96,489
Total expenses
$1,259,611
Net increase / (decrease)
$7,367,450

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Epic Retirement Plan ServicesNONE$95,560not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0$02023

Related Form 5500 pages