2023 Form 5500 filing — Careage 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 20241008165627NAL0018028161001) for Careage 401(K) Plan, reported by Senior Management Services, LLC under EIN 26-3988687 and plan number 002. It reports 621 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008165627NAL0018028161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Senior Management Services, LLC
- EIN
- 26-3988687
- Plan number
- 002
- Location
- Gig Harbor, WA
- Participants
- 621
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,277,514
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,277,514
- Employer contributions
- $132,048
- Participant contributions
- $1,282,612
- Total income / additions
- $2,644,475
- Benefits paid
- $1,131,296
- Administrative expenses
- $19,964
- Total expenses
- $1,151,260
- Net increase / (decrease)
- $1,493,215
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ascensus LLC | NONE | $19,965 | $11,095 |