2023 Form 5500 filing — Careismatic Brands, 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 20241013124113NAL0014060739001) for Careismatic Brands, Inc. 401(K) Plan, reported by Careismatic Brands, Inc. under EIN 95-4535351 and plan number 001. It reports 990 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013124113NAL0014060739001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Careismatic Brands, Inc.
- EIN
- 95-4535351
- Plan number
- 001
- Location
- Chatsworth, CA
- Participants
- 990
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $33,856,790
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $33,856,790
- Employer contributions
- $439,892
- Participant contributions
- $3,332,451
- Total income / additions
- $9,025,828
- Benefits paid
- $4,295,954
- Administrative expenses
- $127,507
- Total expenses
- $4,429,092
- Net increase / (decrease)
- $4,596,736
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $67,507 | $0 |
| Mma Securities | ADVISOR | $60,000 | not reported in the loaded dataset |