2023 Form 5500 filing — Care Everywhere, LLC 401(K) Profit Sharing Plan & 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 20241015091654NAL0029108705001) for Care Everywhere, LLC 401(K) Profit Sharing Plan & Trust, reported by Care Everywhere, LLC under EIN 81-1400583 and plan number 001. It reports 158 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091654NAL0029108705001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care Everywhere, LLC
- EIN
- 81-1400583
- Plan number
- 001
- Location
- Natick, MA
- Participants
- 158
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,530,600
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,530,600
- Employer contributions
- $519,410
- Participant contributions
- $1,272,508
- Total income / additions
- $3,441,761
- Benefits paid
- $681,663
- Administrative expenses
- $17,930
- Total expenses
- $699,593
- Net increase / (decrease)
- $2,742,168
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cetera Advisor Networks | ADVISOR | $16,000 | not reported in the loaded dataset |