Intercare Therapy, Inc. Profit Sharing Plan — Form 5500 plan (Intercare Therapy, 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, Intercare Therapy, Inc. Profit Sharing Plan is a benefit plan reported by Intercare Therapy, Inc. under EIN 95-4749616 and plan number 001. The latest loaded filing year is 2023. The filing reports 548 participants and $7,062,365 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Intercare Therapy, Inc.
EIN
95-4749616
Plan number
001
Plan type
2
Location
Los Angeles, CA
Latest filing year
2023
Participants
548
End-of-year plan assets
$7,062,365

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023548H, C20240826050845NAL0005293427001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,062,365
Total liabilities (EOY)
$0
Net assets (EOY)
$7,062,365
Net assets (BOY)
$6,049,921

Income & contributions

Employer contributions
$279,560
Participant contributions
$611,996
Total contributions
$891,556
Total income / additions
$2,180,923

Expenses & distributions

Benefits paid
$1,115,871
Administrative expenses
$52,608
Total expenses
$1,168,479
Net increase / (decrease)
$1,012,444

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$29,230$02023
Zuckerman Capital Management, LLCINVESTMENT/FINANCIAL ADVI$15,207$02023
First Republic BankINVESTMENT/FINANCIAL ADVI$8,169$02023
Adp Broker-DealerRECORD KEEPER$0$02023

Related Form 5500 pages