2023 Form 5500 filing — Elevate Care, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723170712NAL0011733569001) for Elevate Care, Inc. 401(K) Plan, reported by Elevate Care, Inc. under EIN 36-3223168 and plan number 002. It reports 2,630 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723170712NAL0011733569001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Elevate Care, Inc.
- EIN
- 36-3223168
- Plan number
- 002
- Location
- Skokie, IL
- Participants
- 2,630
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $7,442,451
- Total liabilities (EOY)
- $60,080
- Net assets (EOY)
- $7,382,371
- Employer contributions
- $123,573
- Participant contributions
- $1,212,756
- Total income / additions
- $2,005,968
- Benefits paid
- $1,191,072
- Administrative expenses
- $184,219
- Total expenses
- $1,476,789
- Net increase / (decrease)
- $529,179
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Weiss Group, Inc. | NONE | $124,435 | not reported in the loaded dataset |
| Lpl Financial | NONE | $35,712 | not reported in the loaded dataset |
| Ostrow Reisin Berk & Abrams, Ltd. | NONE | $24,000 | not reported in the loaded dataset |
| Mid Atlantic Capital Corp | NONE | not reported in the loaded dataset | not reported in the loaded dataset |