Caris Science Inc. 401(K) Plan — Form 5500 plan (Caris Science, 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, Caris Science Inc. 401(K) Plan is a benefit plan reported by Caris Science, Inc. under EIN 45-3632909 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,043 participants and $109,738,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caris Science, Inc.
- EIN
- 45-3632909
- Plan number
- 001
- Plan type
- 2
- Location
- Irving, TX
- Latest filing year
- 2023
- Participants
- 2,043
- End-of-year plan assets
- $109,738,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,043 | H, C | 20241004151137NAL0024011698001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $109,738,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $109,738,951
- Net assets (BOY)
- $77,086,802
Income & contributions
- Employer contributions
- $7,235,763
- Participant contributions
- $14,327,043
- Total contributions
- $25,031,844
- Total income / additions
- $40,554,038
Expenses & distributions
- Benefits paid
- $7,592,844
- Administrative expenses
- $283,484
- Total expenses
- $7,901,889
- Net increase / (decrease)
- $32,652,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $233,499 | $0 | 2023 |
| Creative Planning LLC | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Prudential Investment Management Se | NONE | $147 | $103 | 2023 |
| National Financial Services, LLC | NONE | $0 | $30 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Caris Science, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Irving, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Prudential Investment Management Se — Schedule C compensation
- National Financial Services, LLC — Schedule C compensation