2023 Form 5500 filing — Carbon Health 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 20241015175624NAL0050789104001) for Carbon Health 401(K) Plan, reported by Direct Urgent Care, Inc. Dba Carbon Health under EIN 45-4298417 and plan number 001. It reports 2,961 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015175624NAL0050789104001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Direct Urgent Care, Inc. Dba Carbon Health
- EIN
- 45-4298417
- Plan number
- 001
- Location
- Oakland, CA
- Participants
- 2,961
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,071,304
- Net assets (EOY)
- $4,071,304
- Employer contributions
- $716,607
- Participant contributions
- $1,579,563
- Total income / additions
- $3,478,065
- Benefits paid
- $255,711
- Total expenses
- $272,232
- Net increase / (decrease)
- $3,205,833
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Leading Retirement Solutions | RECORDKEEPER | $131,710 | not reported in the loaded dataset |
| Mid Atlantic Trust Company | CUSTODIAN | $17,948 | not reported in the loaded dataset |