Carerite Centers, LLC 401(K) Plan — Form 5500 plan (Carerite Centers, 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, Carerite Centers, LLC 401(K) Plan is a benefit plan reported by Carerite Centers, LLC under EIN 45-2505538 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,166 participants and $30,804,330 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Carerite Centers, LLC
- EIN
- 45-2505538
- Plan number
- 003
- Plan type
- 3
- Location
- Lakewood, NJ
- Latest filing year
- 2023
- Participants
- 2,166
- End-of-year plan assets
- $30,804,330
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,166 | H, C | 20241014130159NAL0052340898001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,804,330
- Total liabilities (EOY)
- $15,668
- Net assets (EOY)
- $30,788,662
- Net assets (BOY)
- $27,505,376
Income & contributions
- Employer contributions
- $212,271
- Participant contributions
- $2,197,142
- Total contributions
- $4,109,424
- Total income / additions
- $8,196,153
Expenses & distributions
- Benefits paid
- $4,739,652
- Administrative expenses
- $173,215
- Total expenses
- $4,912,867
- Net increase / (decrease)
- $3,283,286
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Robin S. Weingast & Associates, Inc | CONTRACT ADMIN | $127,937 | $0 | 2023 |
| Empowerannuityinsurancecompanyofame | RECORDKEEPER PROVIDER | $49,716 | $0 | 2023 |
| Leafhouse Financial Advisors LLC | OTHER ADMINISTRATOR | $14,435 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $6,292 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Carerite Centers, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Lakewood, NJ
- Robin S. Weingast & Associates, Inc — Schedule C compensation
- Empowerannuityinsurancecompanyofame — Schedule C compensation
- Leafhouse Financial Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation