2023 Form 5500 filing — 403(B) Thrift Plan For Employees Of Care Plus Nj, Inc.
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 20241015135525NAL0029864801001) for 403(B) Thrift Plan For Employees Of Care Plus Nj, Inc., reported by Care Plus Nj, Inc. under EIN 22-2181654 and plan number 001. It reports 333 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015135525NAL0029864801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Care Plus Nj, Inc.
- EIN
- 22-2181654
- Plan number
- 001
- Location
- Paramus, NJ
- Participants
- 333
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,054,668
- Total liabilities (EOY)
- $16,418
- Net assets (EOY)
- $19,038,250
- Employer contributions
- $899,467
- Participant contributions
- $793,975
- Total income / additions
- $4,448,800
- Benefits paid
- $702,845
- Administrative expenses
- $58,693
- Total expenses
- $806,027
- Net increase / (decrease)
- $3,642,773
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Great-West Life & Annuity Ins | RECORDKEEPER | $49,665 | $0 |
| Cetera Investment Services LLC | BROKER/ADVISER | $0 | $25,129 |
| The Angell Pension Group,Inc | CONTRACT ADMIN | $2,790 | $10,000 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,986 | not reported in the loaded dataset |