Ultimate Care, Inc. Retirement Plan And Trust — Form 5500 plan (Ultimate Care, 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, Ultimate Care, Inc. Retirement Plan And Trust is a benefit plan reported by Ultimate Care, Inc. under EIN 11-2843538 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,670 participants and $4,143,101 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ultimate Care, Inc.
EIN
11-2843538
Plan number
001
Plan type
2
Location
Brooklyn, NY
Latest filing year
2023
Participants
7,670
End-of-year plan assets
$4,143,101

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,670H, C20241010104826NAL0009924163001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,143,101
Total liabilities (EOY)
$0
Net assets (EOY)
$4,143,101
Net assets (BOY)
$3,573,975

Income & contributions

Employer contributions
$523,379
Participant contributions
$0
Total contributions
$525,471
Total income / additions
$902,003

Expenses & distributions

Benefits paid
$209,169
Administrative expenses
$123,708
Total expenses
$332,877
Net increase / (decrease)
$569,126

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
NationwideRECORDKEEPER$109,262not reported in the loaded dataset2023
Quint Capital CorporationINVESTMENT MGMT$0$25,2462023
Gelman Pension Consulting, Inc.CONTRACT ADMIN$14,454not reported in the loaded dataset2023

Related Form 5500 pages