Communicare, Inc. 401(K) Plan — Form 5500 plan (Communicare, 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, Communicare, Inc. 401(K) Plan is a benefit plan reported by Communicare, Inc under EIN 45-3694769 and plan number 001. The latest loaded filing year is 2023. The filing reports 522 participants and $7,040,261 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Communicare, Inc
EIN
45-3694769
Plan number
001
Plan type
2
Location
Elizabethtown, KY
Latest filing year
2023
Participants
522
End-of-year plan assets
$7,040,261

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023522H, C20241015094946NAL0016086275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,040,261
Total liabilities (EOY)
$0
Net assets (EOY)
$7,040,261
Net assets (BOY)
$5,725,224

Income & contributions

Employer contributions
$295,837
Participant contributions
$472,331
Total contributions
$768,168
Total income / additions
$1,751,447

Expenses & distributions

Benefits paid
$375,427
Administrative expenses
$60,983
Total expenses
$436,410
Net increase / (decrease)
$1,315,037

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$33,819$02023
Global Retirement Partners LLCINVESTMENT ADVISORY-PLAN$19,770not reported in the loaded dataset2023
Creative Retirement Systems, Inc.RECORDKEEPER$7,392$1302023

Related Form 5500 pages