2023 Form 5500 filing — A Caring Alternative, LLC 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 20241016143410NAL0015883843001) for A Caring Alternative, LLC 401(K) Plan, reported by A Caring Alternative, LLC under EIN 20-4357268 and plan number 001. It reports 142 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241016143410NAL0015883843001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- A Caring Alternative, LLC
- EIN
- 20-4357268
- Plan number
- 001
- Location
- Morganton, NC
- Participants
- 142
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,157,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,157,966
- Employer contributions
- $88,633
- Participant contributions
- $166,564
- Total income / additions
- $408,955
- Benefits paid
- $173,154
- Administrative expenses
- $20,775
- Total expenses
- $193,929
- Net increase / (decrease)
- $215,026
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $17,158 | $0 |
| Edward D Jones & Cp Lp | INVESTMENT ADVISOR | $1,775 | not reported in the loaded dataset |
| Empower Annuity Insurance Co | RECORDKEEPER | $1,163 | $0 |
| Ascensus Holding/Dba Futureplan | CONTRACT ADMIN | $100 | $157 |