Care Solutions 401(K) Plan — Form 5500 plan (Care One Management, 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, Care Solutions 401(K) Plan is a benefit plan reported by Care One Management, LLC under EIN 51-0451012 and plan number 002. The latest loaded filing year is 2023. The filing reports 12 participants and $36,059,516 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Care One Management, LLC
EIN
51-0451012
Plan number
002
Plan type
2
Location
Fort Lee, NJ
Latest filing year
2023
Participants
12
End-of-year plan assets
$36,059,516

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312H, C20241015114942NAL0047659616001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$36,059,516
Total liabilities (EOY)
$3,332
Net assets (EOY)
$36,056,184
Net assets (BOY)
$34,491,013

Income & contributions

Employer contributions
$313,306
Participant contributions
$3,303,777
Total contributions
$3,806,905
Total income / additions
$8,879,780

Expenses & distributions

Benefits paid
$7,174,534
Administrative expenses
$134,825
Total expenses
$7,314,634
Net increase / (decrease)
$1,565,146

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ONONE$101,361$02023
Morgan StanleyNONE$33,464not reported in the loaded dataset2023

Related Form 5500 pages