2023 Form 5500 filing — Careforth 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 20241015094923NAL0048723040001) for Careforth 401(K) Plan, reported by Seniorlink, Inc. D/B/A/ Careforth under EIN 04-3520800 and plan number 001. It reports 954 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015094923NAL0048723040001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Seniorlink, Inc. D/B/A/ Careforth
- EIN
- 04-3520800
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 954
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,260,868
- Net assets (EOY)
- $37,260,868
- Employer contributions
- $1,063,288
- Participant contributions
- $3,951,142
- Total income / additions
- $11,094,292
- Benefits paid
- $3,451,126
- Administrative expenses
- $150,564
- Total expenses
- $3,601,690
- Net increase / (decrease)
- $7,492,602
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $115,961 | $0 |
| Thayer Partners LLC | INVESTMENT AD VISORY - PL | $14,903 | $0 |
| Compass 360, LLC | RECORDKEEPER | $11,275 | $322 |
| Mazars Usa Llp | AUDIT | $8,424 | $0 |