Careonsite Management, Inc. Employees' 401(K) & Profit Sharing Plan — Form 5500 plan (Careonsite Management, Inc.)
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, Careonsite Management, Inc. Employees' 401(K) & Profit Sharing Plan is a benefit plan reported by Careonsite Management, Inc. under EIN 88-1146270 and plan number 002. The latest loaded filing year is 2023. The filing reports 463 participants and $13,116,017 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Careonsite Management, Inc.
- EIN
- 88-1146270
- Plan number
- 002
- Plan type
- 2
- Location
- Torrance, CA
- Latest filing year
- 2023
- Participants
- 463
- End-of-year plan assets
- $13,116,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 463 | H, C | 20241001160335NAL0012899312001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $13,116,017
- Total liabilities (EOY)
- $43,634
- Net assets (EOY)
- $13,072,383
- Net assets (BOY)
- $9,179,383
Income & contributions
- Employer contributions
- $717,807
- Participant contributions
- $1,915,035
- Total contributions
- $2,861,879
- Total income / additions
- $4,666,497
Expenses & distributions
- Benefits paid
- $684,924
- Administrative expenses
- $59,613
- Total expenses
- $773,497
- Net increase / (decrease)
- $3,893,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $22,308 | $0 | 2023 |
| Nfp Retirement Inc | INVESTMENT ADVISOR | $19,023 | not reported in the loaded dataset | 2023 |
| Jones & Malhotra | AUDITOR | $12,000 | not reported in the loaded dataset | 2023 |
| Accelerate Investment Advisors LLC | INVESTMENT ADVISOR | $2,718 | not reported in the loaded dataset | 2023 |
| Onedigital Investment Advisors LLC | OTHER | $2,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Careonsite Management, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Torrance, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Nfp Retirement Inc — Schedule C compensation
- Jones & Malhotra — Schedule C compensation
- Accelerate Investment Advisors LLC — Schedule C compensation
- Onedigital Investment Advisors LLC — Schedule C compensation