Champion Care, LLC 401(K) Plan — Form 5500 plan (Champion Care, 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, Champion Care, LLC 401(K) Plan is a benefit plan reported by Champion Care, LLC under EIN 81-4194408 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,018 participants and $1,812,306 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Champion Care, LLC
- EIN
- 81-4194408
- Plan number
- 001
- Plan type
- 2
- Location
- Rockville Centre, NY
- Latest filing year
- 2023
- Participants
- 1,018
- End-of-year plan assets
- $1,812,306
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,018 | H, C | 20241011083307NAL0021528385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,812,306
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,812,306
- Net assets (BOY)
- $1,517,410
Income & contributions
- Employer contributions
- $47,593
- Participant contributions
- $344,220
- Total contributions
- $590,140
- Total income / additions
- $826,812
Expenses & distributions
- Benefits paid
- $519,983
- Administrative expenses
- $11,933
- Total expenses
- $531,916
- Net increase / (decrease)
- $294,896
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $11,933 | $0 | 2023 |
| Cambridge Investment Research | ADVISOR | $0 | $3,487 | 2023 |
| United Planners Financial Services | ADVISOR | $0 | $3,433 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Champion Care, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Rockville Centre, NY
- Fidelity Investments Institutional — Schedule C compensation
- Cambridge Investment Research — Schedule C compensation
- United Planners Financial Services — Schedule C compensation