2023 Form 5500 filing — Caring Places Management 401(K) Profit Sharing Plan And Trust
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 20241011144423NAL0022956161001) for Caring Places Management 401(K) Profit Sharing Plan And Trust, reported by Caring Places Management under EIN 26-1434249 and plan number 001. It reports 970 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011144423NAL0022956161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caring Places Management
- EIN
- 26-1434249
- Plan number
- 001
- Location
- Foster Grove, OR
- Participants
- 970
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,772,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,772,081
- Employer contributions
- $619,227
- Participant contributions
- $593,819
- Total income / additions
- $1,823,247
- Benefits paid
- $303,716
- Administrative expenses
- $74,477
- Total expenses
- $378,193
- Net increase / (decrease)
- $1,445,054
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Foster & Wood | ADVISOR | $54,791 | not reported in the loaded dataset |
| Alliance Benefit Group | TPA | $12,486 | not reported in the loaded dataset |
| Jason Underwood Cpa, Pllc | CPA | $7,200 | not reported in the loaded dataset |