403(B) Thrift Plan For Employees Of Care Plus Nj, Inc. — Form 5500 plan (Care Plus Nj, 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, 403(B) Thrift Plan For Employees Of Care Plus Nj, Inc. is a benefit plan reported by Care Plus Nj, Inc. under EIN 22-2181654 and plan number 001. The latest loaded filing year is 2023. The filing reports 333 participants and $19,054,668 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Care Plus Nj, Inc.
- EIN
- 22-2181654
- Plan number
- 001
- Plan type
- 2
- Location
- Paramus, NJ
- Latest filing year
- 2023
- Participants
- 333
- End-of-year plan assets
- $19,054,668
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 333 | H, C | 20241015135525NAL0029864801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,054,668
- Total liabilities (EOY)
- $16,418
- Net assets (EOY)
- $19,038,250
- Net assets (BOY)
- $15,395,477
Income & contributions
- Employer contributions
- $899,467
- Participant contributions
- $793,975
- Total contributions
- $1,696,175
- Total income / additions
- $4,448,800
Expenses & distributions
- Benefits paid
- $702,845
- Administrative expenses
- $58,693
- Total expenses
- $806,027
- Net increase / (decrease)
- $3,642,773
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Great-West Life & Annuity Ins | RECORDKEEPER | $49,665 | $0 | 2023 |
| Cetera Investment Services LLC | BROKER/ADVISER | $0 | $25,129 | 2023 |
| The Angell Pension Group,Inc | CONTRACT ADMIN | $2,790 | $10,000 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $5,986 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Care Plus Nj, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Paramus, NJ
- Great-West Life & Annuity Ins — Schedule C compensation
- Cetera Investment Services LLC — Schedule C compensation
- The Angell Pension Group,Inc — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation