Circare 401(K) Profit Sharing Plan — Form 5500 plan (Onondaga Case Management Services, 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, Circare 401(K) Profit Sharing Plan is a benefit plan reported by Onondaga Case Management Services, Inc. under EIN 16-1363413 and plan number 001. The latest loaded filing year is 2023. The filing reports 150 participants and $2,610,402 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Onondaga Case Management Services, Inc.
EIN
16-1363413
Plan number
001
Plan type
2
Location
Syracuse, NY
Latest filing year
2023
Participants
150
End-of-year plan assets
$2,610,402

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023150H, C20241014155218NAL0046688592001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,610,402
Total liabilities (EOY)
$0
Net assets (EOY)
$2,610,402
Net assets (BOY)
$2,446,651

Income & contributions

Employer contributions
-$17,838
Participant contributions
$130,469
Total contributions
$112,631
Total income / additions
$502,434

Expenses & distributions

Benefits paid
$320,569
Administrative expenses
$18,114
Total expenses
$338,683
Net increase / (decrease)
$163,751

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Sharebuilder Advisor LLCNONE$14,469not reported in the loaded dataset2023
Ascensus LLCNONE$3,645$10,3542023

Related Form 5500 pages