Emergycare Retirement Plan — Form 5500 plan (Emergycare, 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, Emergycare Retirement Plan is a benefit plan reported by Emergycare, Inc. under EIN 25-1430922 and plan number 333. The latest loaded filing year is 2023. The filing reports 249 participants and $7,683,675 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$7.7MPlan net assets, end of year$7,683,675
Participants249Covered participants reported
Assets / participant$30.9KComputed: assets ÷ participants$30,858 (computed)
Provider compensation$27.3K5 Schedule C provider row(s)$27,277
Plan sponsor
Emergycare, Inc.
EIN
25-1430922
Plan number
333
Plan type
2
Location
Erie, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023249H, C20240701154226NAL0004014593001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$7.7M total assets
Net assets$7.7MLiabilities
Money in vs. money out
Total income / additions$1.4M
Total expenses$965.2K
Benefits paid / distributions$952.2K
Contributions
Employer$471.2K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$7,683,675
Net assets (EOY)
$7,683,675
Net assets (BOY)
$7,246,911

Income & contributions

Employer contributions
$471,203
Total contributions
$471,203
Total income / additions
$1,401,970

Expenses & distributions

Benefits paid
$952,184
Administrative expenses
$5,794
Total expenses
$965,206
Net increase / (decrease)
$436,764
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income68%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Virchow Krause, LlpAUDITOR$9,431$02023
Definiti LLCCONTRACT ADMIN$7,375$02023
Global Retirement Partners, LLCINVESTMENT INVEST ADV$7,236$02023
Empower Advisory Group LLCINVEST MGMT$3,235$02023
Empower Annuity Isn Co Of AmericaRECORDKEEPER$0$02023

Related Form 5500 pages