2023 Form 5500 filing — Money Accumulation Pension Plan For Employees Of Circles Of Care, 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 20250501105406NAL0001984227001) for Money Accumulation Pension Plan For Employees Of Circles Of Care, Inc., reported by Circles Of Care, Inc. under EIN 59-1101553 and plan number 001. It reports 676 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$37.4MReported net assets$37,399,151
Participants676
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20250501105406NAL0001984227001
Plan sponsor
Circles Of Care, Inc.
EIN
59-1101553
Plan number
001
Location
Melbourne, FL
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$37.4M total assets
Net assets$37.4MLiabilities$0
Money in vs. money out
Total income / additions$8.4M
Total expenses$8.2M
Benefits paid / distributions$8.2M
Contributions
Employer$2M
ParticipantNot reported
Full reported line items
Total assets (EOY)
$37,399,151
Total liabilities (EOY)
$0
Net assets (EOY)
$37,399,151
Employer contributions
$2,014,835
Total income / additions
$8,409,446
Benefits paid
$8,227,213
Administrative expenses
$8,745
Total expenses
$8,235,958
Net increase / (decrease)
$173,488

Related Form 5500 pages