Caremetx LLC 401k Plan — Form 5500 plan (Caremetx, 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, Caremetx LLC 401k Plan is a benefit plan reported by Caremetx, LLC under EIN 27-4756556 and plan number 001. The latest loaded filing year is 2023. The filing reports 893 participants and $18,802,436 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Caremetx, LLC
EIN
27-4756556
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
Participants
893
End-of-year plan assets
$18,802,436

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023893H, C20241015194945NAL0030792625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$18,802,436
Total liabilities (EOY)
$0
Net assets (EOY)
$18,802,436
Net assets (BOY)
$13,694,970

Income & contributions

Employer contributions
$1,328,041
Participant contributions
$3,277,256
Total contributions
$4,907,429
Total income / additions
$7,672,915

Expenses & distributions

Benefits paid
$2,391,995
Administrative expenses
$91,445
Total expenses
$2,565,449
Net increase / (decrease)
$5,107,466

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Faircourt Partners, LLCINVESTMENT/FINANCIAL ADVI$53,267$02023
Adp, Inc.RECORD KEEPER$27,670$02023
Glover Park Wealth Management, LLCINVESTMENT/FINANCIAL ADVI$10,506$02023

Related Form 5500 pages