Diabetic Care Rx LLC Dba Patient Care America 401k Profit Sharing — Form 5500 plan (Diabetic Care Rx LLC Dba Patient)
Plain-English plan 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, Diabetic Care Rx LLC Dba Patient Care America 401k Profit Sharing is a benefit plan reported by Diabetic Care Rx LLC Dba Patient under EIN 03-0575805 and plan number 001. The latest loaded filing year is 2023. The filing reports 210 participants and $6,914,039 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Diabetic Care Rx LLC Dba Patient
- EIN
- 03-0575805
- Plan number
- 001
- Plan type
- 2
- Location
- Pompano Beach, FL
- Latest filing year
- 2023
- Participants
- 210
- End-of-year plan assets
- $6,914,039
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 210 | H, C | 20241015164852NAL0030397409001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,914,039
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,914,039
- Net assets (BOY)
- $5,261,370
Income & contributions
- Employer contributions
- $385,332
- Participant contributions
- $859,427
- Total contributions
- $1,244,759
- Total income / additions
- $2,236,093
Expenses & distributions
- Benefits paid
- $560,269
- Administrative expenses
- $22,874
- Total expenses
- $583,424
- Net increase / (decrease)
- $1,652,669
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401k Advisors Inc | INVESTMENT/FINANCIAL ADVI | $14,190 | $0 | 2023 |
| Adp, Inc. | RECORD KEEPER | $8,683 | $0 | 2023 |