401(K) Plan Of Careplus Bergen For Non-Union Employees — Form 5500 plan (Careplus Bergen 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, 401(K) Plan Of Careplus Bergen For Non-Union Employees is a benefit plan reported by Careplus Bergen Inc. under EIN 82-2081292 and plan number 001. The latest loaded filing year is 2023. The filing reports 713 participants and $31,953,093 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Careplus Bergen Inc.
- EIN
- 82-2081292
- Plan number
- 001
- Plan type
- 2
- Location
- Paramus, NJ
- Latest filing year
- 2023
- Participants
- 713
- End-of-year plan assets
- $31,953,093
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 713 | H, C | 20240917141444NAL0002907041001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $31,953,093
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $31,953,093
- Net assets (BOY)
- $26,943,898
Income & contributions
- Employer contributions
- $386,969
- Participant contributions
- $2,243,670
- Total contributions
- $2,757,343
- Total income / additions
- $7,486,029
Expenses & distributions
- Benefits paid
- $2,242,228
- Administrative expenses
- $222,430
- Total expenses
- $2,476,834
- Net increase / (decrease)
- $5,009,195
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Tiaa | NONE | $198,925 | $0 | 2023 |
| Capfinancial Partners, LLC | NONE | $23,505 | not reported in the loaded dataset | 2023 |