A Caring Alternative, LLC 401(K) Plan — Form 5500 plan (A Caring Alternative, LLC)
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, A Caring Alternative, LLC 401(K) Plan is a benefit plan reported by A Caring Alternative, LLC under EIN 20-4357268 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $1,157,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- A Caring Alternative, LLC
- EIN
- 20-4357268
- Plan number
- 001
- Plan type
- 2
- Location
- Morganton, NC
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $1,157,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20241016143410NAL0015883843001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,157,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,157,966
- Net assets (BOY)
- $942,940
Income & contributions
- Employer contributions
- $88,633
- Participant contributions
- $166,564
- Total contributions
- $255,197
- Total income / additions
- $408,955
Expenses & distributions
- Benefits paid
- $173,154
- Administrative expenses
- $20,775
- Total expenses
- $193,929
- Net increase / (decrease)
- $215,026
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newport Group, Inc. | RECORDKEEPER | $17,158 | $0 | 2023 |
| Edward D Jones & Cp Lp | INVESTMENT ADVISOR | $1,775 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co | RECORDKEEPER | $1,163 | $0 | 2023 |
| Ascensus Holding/Dba Futureplan | CONTRACT ADMIN | $100 | $157 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for A Caring Alternative, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Morganton, NC
- Newport Group, Inc. — Schedule C compensation
- Edward D Jones & Cp Lp — Schedule C compensation
- Empower Annuity Insurance Co — Schedule C compensation
- Ascensus Holding/Dba Futureplan — Schedule C compensation