Careforth 401(K) Plan — Form 5500 plan (Seniorlink, Inc. D/B/A/ Careforth)
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, Careforth 401(K) Plan is a benefit plan reported by Seniorlink, Inc. D/B/A/ Careforth under EIN 04-3520800 and plan number 001. The latest loaded filing year is 2023. The filing reports 954 participants and $37,260,868 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Seniorlink, Inc. D/B/A/ Careforth
- EIN
- 04-3520800
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 954
- End-of-year plan assets
- $37,260,868
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 954 | H, C | 20241015094923NAL0048723040001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,260,868
- Net assets (EOY)
- $37,260,868
- Net assets (BOY)
- $29,768,266
Income & contributions
- Employer contributions
- $1,063,288
- Participant contributions
- $3,951,142
- Total contributions
- $5,763,626
- Total income / additions
- $11,094,292
Expenses & distributions
- Benefits paid
- $3,451,126
- Administrative expenses
- $150,564
- Total expenses
- $3,601,690
- Net increase / (decrease)
- $7,492,602
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $115,961 | $0 | 2023 |
| Thayer Partners LLC | INVESTMENT AD VISORY - PL | $14,903 | $0 | 2023 |
| Compass 360, LLC | RECORDKEEPER | $11,275 | $322 | 2023 |
| Mazars Usa Llp | AUDIT | $8,424 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Seniorlink, Inc. D/B/A/ Careforth
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Transamerica Retirement Solutions — Schedule C compensation
- Thayer Partners LLC — Schedule C compensation
- Compass 360, LLC — Schedule C compensation
- Mazars Usa Llp — Schedule C compensation