Caring Places Management 401(K) Profit Sharing Plan And Trust — Form 5500 plan (Caring Places Management)
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, Caring Places Management 401(K) Profit Sharing Plan And Trust is a benefit plan reported by Caring Places Management under EIN 26-1434249 and plan number 001. The latest loaded filing year is 2023. The filing reports 970 participants and $4,772,081 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caring Places Management
- EIN
- 26-1434249
- Plan number
- 001
- Plan type
- 2
- Location
- Foster Grove, OR
- Latest filing year
- 2023
- Participants
- 970
- End-of-year plan assets
- $4,772,081
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 970 | H, C | 20241011144423NAL0022956161001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,772,081
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,772,081
- Net assets (BOY)
- $3,327,027
Income & contributions
- Employer contributions
- $619,227
- Participant contributions
- $593,819
- Total contributions
- $1,213,046
- Total income / additions
- $1,823,247
Expenses & distributions
- Benefits paid
- $303,716
- Administrative expenses
- $74,477
- Total expenses
- $378,193
- Net increase / (decrease)
- $1,445,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Foster & Wood | ADVISOR | $54,791 | not reported in the loaded dataset | 2023 |
| Alliance Benefit Group | TPA | $12,486 | not reported in the loaded dataset | 2023 |
| Jason Underwood Cpa, Pllc | CPA | $7,200 | not reported in the loaded dataset | 2023 |