Carolton Hospital Employee Profit Sharing Plan — Form 5500 plan (Carolton Chronic & Convalescent Hospital, Inc.)
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, Carolton Hospital Employee Profit Sharing Plan is a benefit plan reported by Carolton Chronic & Convalescent Hospital, Inc. under EIN 06-0699795 and plan number 001. The latest loaded filing year is 2023. The filing reports 234 participants and $10,731,537 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carolton Chronic & Convalescent Hospital, Inc.
- EIN
- 06-0699795
- Plan number
- 001
- Plan type
- 2
- Location
- Fairfield, CT
- Latest filing year
- 2023
- Participants
- 234
- End-of-year plan assets
- $10,731,537
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 234 | H, C | 20250530115237NAL0008053681001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,731,537
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $10,731,537
- Net assets (BOY)
- $12,144,580
Income & contributions
- Employer contributions
- $0
- Participant contributions
- $477,335
- Total contributions
- $478,784
- Total income / additions
- $1,684,033
Expenses & distributions
- Benefits paid
- $3,094,946
- Administrative expenses
- $2,130
- Total expenses
- $3,097,076
- Net increase / (decrease)
- -$1,413,043
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kestra Investment Services LLC | BROKER/ADVISOR | $0 | $19,324 | 2023 |
| T R Paul Inc. | THIRD PARTY ADMINISTRATO | $1,790 | $5,692 | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $1,090 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carolton Chronic & Convalescent Hospital, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Fairfield, CT
- Kestra Investment Services LLC — Schedule C compensation
- T R Paul Inc. — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation