Carelink Community Support Services Employer Contribution Tax Sheltered Annuity — Form 5500 plan (Carelink Community Support 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, Carelink Community Support Services Employer Contribution Tax Sheltered Annuity is a benefit plan reported by Carelink Community Support Services, Inc. under EIN 23-1573806 and plan number 002. The latest loaded filing year is 2023. The filing reports 368 participants and $5,809,247 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carelink Community Support Services, Inc.
EIN
23-1573806
Plan number
002
Plan type
2
Location
Media, PA
Latest filing year
2023
Participants
368
End-of-year plan assets
$5,809,247

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023368H, C20241004145116NAL0006789971001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,809,247
Total liabilities (EOY)
$0
Net assets (EOY)
$5,809,247
Net assets (BOY)
$4,680,168

Income & contributions

Employer contributions
$341,535
Participant contributions
$463,149
Total contributions
$804,684
Total income / additions
$1,610,606

Expenses & distributions

Benefits paid
$437,623
Administrative expenses
$43,904
Total expenses
$481,527
Net increase / (decrease)
$1,129,079

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$43,903$02023
Global Retirement Partners, LLCINVESTMENT ADVISORY$0$21,3932023

Related Form 5500 pages