Careismatic Brands, Inc. 401(K) Plan — Form 5500 plan (Careismatic Brands, 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, Careismatic Brands, Inc. 401(K) Plan is a benefit plan reported by Careismatic Brands, Inc. under EIN 95-4535351 and plan number 001. The latest loaded filing year is 2023. The filing reports 990 participants and $33,856,790 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Careismatic Brands, Inc.
EIN
95-4535351
Plan number
001
Plan type
2
Location
Chatsworth, CA
Latest filing year
2023
Participants
990
End-of-year plan assets
$33,856,790

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023990H, C20241013124113NAL0014060739001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$33,856,790
Total liabilities (EOY)
$0
Net assets (EOY)
$33,856,790
Net assets (BOY)
$29,260,054

Income & contributions

Employer contributions
$439,892
Participant contributions
$3,332,451
Total contributions
$4,340,636
Total income / additions
$9,025,828

Expenses & distributions

Benefits paid
$4,295,954
Administrative expenses
$127,507
Total expenses
$4,429,092
Net increase / (decrease)
$4,596,736

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$67,507$02023
Mma SecuritiesADVISOR$60,000not reported in the loaded dataset2023

Related Form 5500 pages