Camelot Community Care, Inc. Retirement Plan — Form 5500 plan (Camelot Community Care, 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, Camelot Community Care, Inc. Retirement Plan is a benefit plan reported by Camelot Community Care, Inc. under EIN 31-1659302 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,263 participants and $8,889,489 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Camelot Community Care, Inc.
- EIN
- 31-1659302
- Plan number
- 001
- Plan type
- 2
- Location
- Clearwater, FL
- Latest filing year
- 2023
- Participants
- 1,263
- End-of-year plan assets
- $8,889,489
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,263 | H, C | 20250421143319NAL0002973457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $8,889,489
- Total liabilities (EOY)
- $4,652
- Net assets (EOY)
- $8,884,837
- Net assets (BOY)
- $6,653,095
Income & contributions
- Employer contributions
- $125,849
- Participant contributions
- $1,495,345
- Total contributions
- $1,870,218
- Total income / additions
- $3,091,783
Expenses & distributions
- Benefits paid
- $753,500
- Administrative expenses
- $106,541
- Total expenses
- $860,041
- Net increase / (decrease)
- $2,231,742
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| R.J.L. Pension Services, Inc. | TPA | $35,904 | $3,536 | 2023 |
| Merrill Lynch Pierce Fenner Smith | NONE | $36,043 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Co. | RECORDKEEPER | $9,362 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MANAGEMENT | $639 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Camelot Community Care, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Clearwater, FL
- R.J.L. Pension Services, Inc. — Schedule C compensation
- Merrill Lynch Pierce Fenner Smith — Schedule C compensation
- Empower Annuity Insurance Co. — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation