Greatcare, Inc. Retirement Plan And Trust — Form 5500 plan (Greatcare, 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, Greatcare, Inc. Retirement Plan And Trust is a benefit plan reported by Greatcare, Inc. under EIN 20-2310333 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,836 participants and $9,036,871 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Greatcare, Inc.
EIN
20-2310333
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
1,836
End-of-year plan assets
$9,036,871

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,836H, C20250108145852NAL0006055507001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,036,871
Total liabilities (EOY)
$0
Net assets (EOY)
$9,036,871
Net assets (BOY)
$8,962,774

Income & contributions

Employer contributions
$1,177,103
Total contributions
$1,177,103
Total income / additions
$1,400,025

Expenses & distributions

Benefits paid
$1,309,648
Administrative expenses
$16,280
Total expenses
$1,325,928
Net increase / (decrease)
$74,097

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Quint Champion Capital Corp.INVESTMENT ADVISOR$0$68,5532023
Gelman Pension Consulting, Inc.THIRD PARTY ADMINISTRATOR$24,893not reported in the loaded dataset2023
NationwideINVESTMENT PROVIDER$7,373not reported in the loaded dataset2023

Related Form 5500 pages