Caregility 401(K) Plan — Form 5500 plan (Caregility Corporation)
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, Caregility 401(K) Plan is a benefit plan reported by Caregility Corporation under EIN 84-1806604 and plan number 001. The latest loaded filing year is 2023. The filing reports 163 participants and $11,307,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Caregility Corporation
- EIN
- 84-1806604
- Plan number
- 001
- Plan type
- 2
- Location
- Eatontown, NJ
- Latest filing year
- 2023
- Participants
- 163
- End-of-year plan assets
- $11,307,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 163 | H, C | 20240925160815NAL0015017121001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,307,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,307,901
- Net assets (BOY)
- $8,199,189
Income & contributions
- Employer contributions
- $307,744
- Participant contributions
- $1,507,641
- Total contributions
- $2,321,717
- Total income / additions
- $3,826,773
Expenses & distributions
- Benefits paid
- $716,555
- Administrative expenses
- $1,506
- Total expenses
- $718,061
- Net increase / (decrease)
- $3,108,712
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sanctuary Securities Inc | ADVISOR | $0 | $18,035 | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $1,506 | $0 | 2023 |