Plan5500

Caring Professionals, Inc. Retirement Plan — Form 5500 plan (Caring Professionals, 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, Caring Professionals, Inc. Retirement Plan is a benefit plan reported by Caring Professionals, Inc. under EIN 11-3200513 and plan number 001. The latest loaded filing year is 2023. The filing reports 154 participants and $1,278,169 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caring Professionals, Inc.
EIN
11-3200513
Plan number
001
Plan type
2
Location
Forest Hills, NY
Latest filing year
2023
Participants
154
End-of-year plan assets
$1,278,169

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023154H, C20240611122411NAL0015147699001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,278,169
Total liabilities (EOY)
$4,437
Net assets (EOY)
$1,273,732
Net assets (BOY)
$947,796

Income & contributions

Participant contributions
$226,022
Total contributions
$229,069
Total income / additions
$444,455

Expenses & distributions

Benefits paid
$117,694
Administrative expenses
$825
Total expenses
$118,519
Net increase / (decrease)
$325,936

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John Hancock Life Insurance CompanyRECORDKEEPER$324not reported in the loaded dataset2023

Related Form 5500 pages