Carestar 401(K) Retirement Plan — Form 5500 plan (Carestar, 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, Carestar 401(K) Retirement Plan is a benefit plan reported by Carestar, Inc. under EIN 31-1254105 and plan number 001. The latest loaded filing year is 2023. The filing reports 531 participants and $15,282,063 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Carestar, Inc.
EIN
31-1254105
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
Participants
531
End-of-year plan assets
$15,282,063

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023531H, C20240730052438NAL0011597363001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,282,063
Total liabilities (EOY)
$0
Net assets (EOY)
$15,282,063
Net assets (BOY)
$12,561,456

Income & contributions

Employer contributions
$676,918
Participant contributions
$1,275,231
Total contributions
$2,190,165
Total income / additions
$4,269,067

Expenses & distributions

Benefits paid
$1,424,801
Administrative expenses
$79,073
Total expenses
$1,548,460
Net increase / (decrease)
$2,720,607

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Horan Securities, Inc.INVESTMENT/FINANCIAL ADVI$52,116$02023
Adp, Inc.RECORD KEEPER$41,315$02023
Vonlehman And Company IncACCOUNTANT$11,700$02023

Related Form 5500 pages