Plan Ledger DOL Form 5500 · updated monthly

Care Health Services, Inc.401(k) + ESOP (KSOP)

CARE HEALTH SERVICES EMPLOYEE STOCK OWNERSHIP PLAN · PORT ST LUCIE, FL · plan year 2023

Plan assets · 2023
$321K

Care Health Services, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $320,880 across 105 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Florida (3,543rd of 3,644), and 11,559th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$320,880
Participants with balances105
Active participants57
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$3,056
Benefits paid to participants$20,049
Plan auditUnmodified (clean) audit opinion
AuditorANGELA M SOLES, CPA PA
Plan history2
Yearassets · accounts · employer contribution
2023$321K · 105 accts
2022$263K · 124 accts
Administrative cost history2
2023Not separately reported
2022Not separately reported
Similar plansHealth Care & Social Assistance · Florida
Mod Behavior Aba, LLC FL$358K · 0.51%
Medicaid Done Right FL$341K · 0.26%
Ivy Healthcare Group, LLC FL$282K · 1.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 382354060 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.