The Cara Program 401(K) Plan — Form 5500 plan (The Cara Program)
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, The Cara Program 401(K) Plan is a benefit plan reported by The Cara Program under EIN 36-4268095 and plan number 001. The latest loaded filing year is 2023. The filing reports 142 participants and $3,319,473 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cara Program
- EIN
- 36-4268095
- Plan number
- 001
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 142
- End-of-year plan assets
- $3,319,473
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 142 | H, C | 20240731152900NAL0022563809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,319,473
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,319,473
- Net assets (BOY)
- $3,191,694
Income & contributions
- Employer contributions
- $163,956
- Participant contributions
- $255,011
- Total contributions
- $449,698
- Total income / additions
- $941,233
Expenses & distributions
- Benefits paid
- $784,729
- Administrative expenses
- $28,725
- Total expenses
- $813,454
- Net increase / (decrease)
- $127,779
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $28,325 | $0 | 2023 |
| Retirement Solutions Advisors | CONTRACT ADMIN | $400 | not reported in the loaded dataset | 2023 |