2023 Form 5500 filing — Caremetx LLC 401k 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 20241015194945NAL0030792625001) for Caremetx LLC 401k Plan, reported by Caremetx, LLC under EIN 27-4756556 and plan number 001. It reports 893 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015194945NAL0030792625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Caremetx, LLC
- EIN
- 27-4756556
- Plan number
- 001
- Location
- Bethesda, MD
- Participants
- 893
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $18,802,436
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $18,802,436
- Employer contributions
- $1,328,041
- Participant contributions
- $3,277,256
- Total income / additions
- $7,672,915
- Benefits paid
- $2,391,995
- Administrative expenses
- $91,445
- Total expenses
- $2,565,449
- Net increase / (decrease)
- $5,107,466
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Faircourt Partners, LLC | INVESTMENT/FINANCIAL ADVI | $53,267 | $0 |
| Adp, Inc. | RECORD KEEPER | $27,670 | $0 |
| Glover Park Wealth Management, LLC | INVESTMENT/FINANCIAL ADVI | $10,506 | $0 |