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CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CARETREE HEALTHCARE has sponsored the creation of one or more 401k plans.

Company Name:CARETREE HEALTHCARE
Employer identification number (EIN):264195017
NAIC Classification:621112
NAIC Description:Offices of Physicians, Mental Health Specialists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SEAN YORK
0012015-01-01SEAN YORK2016-07-26
0012014-01-01SEAN YORK2015-05-26
0012013-01-01SEAN YORK2014-07-29
0012012-01-01CARETREE HEALTHCARE2013-07-15
0012011-01-01CARE FOR YOU STAFFING INC2012-07-09
0012010-01-01CARETREE HEALTHCARE STAFFING2011-07-26

Plan Statistics for CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST

401k plan membership statisitcs for CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-0111
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0110
Total of all active and inactive participants2023-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0111
Number of participants with account balances2023-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-0111
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0111
Number of participants with account balances2022-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0121
Total number of active participants reported on line 7a of the Form 55002021-01-0113
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0123
Number of participants with account balances2021-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0129
Total number of active participants reported on line 7a of the Form 55002020-01-0129
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0129
Number of participants with account balances2020-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0124
Total number of active participants reported on line 7a of the Form 55002019-01-0129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0129
Number of participants with account balances2019-01-0113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0121
Total number of active participants reported on line 7a of the Form 55002018-01-0122
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0124
Number of participants with account balances2018-01-019
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0123
Total number of active participants reported on line 7a of the Form 55002017-01-0121
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0121
Number of participants with account balances2017-01-0110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012

Financial Data on CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2023 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$16,592
Expenses. Total of all expenses incurred2023-12-31$837
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$359,629
Total plan assets at beginning of year2023-12-31$343,874
Value of fidelity bond covering the plan2023-12-31$125,000
Total contributions received or receivable from participants2023-12-31$0
Expenses. Other expenses not covered elsewhere2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$16,592
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$15,755
Net plan assets at end of year (total assets less liabilities)2023-12-31$359,629
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$343,874
Assets. Value of employer securities2023-12-31$240,725
Total contributions received or receivable from employer(s)2023-12-31$0
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$837
2022 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data
Total income from all sources2022-12-31$-20,252
Expenses. Total of all expenses incurred2022-12-31$2,223
Total plan assets at end of year2022-12-31$343,874
Total plan assets at beginning of year2022-12-31$366,349
Value of fidelity bond covering the plan2022-12-31$36,635
Other income received2022-12-31$-20,252
Net income (gross income less expenses)2022-12-31$-22,475
Net plan assets at end of year (total assets less liabilities)2022-12-31$343,874
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$366,349
Assets. Value of employer securities2022-12-31$240,725
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$2,223
2021 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2021 401k financial data
Total income from all sources2021-12-31$13,255
Expenses. Total of all expenses incurred2021-12-31$785
Total plan assets at end of year2021-12-31$366,349
Total plan assets at beginning of year2021-12-31$353,879
Value of fidelity bond covering the plan2021-12-31$30,000
Other income received2021-12-31$13,255
Net income (gross income less expenses)2021-12-31$12,470
Net plan assets at end of year (total assets less liabilities)2021-12-31$366,349
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$353,879
Assets. Value of employer securities2021-12-31$240,725
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$785
2020 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2020 401k financial data
Total income from all sources2020-12-31$13,963
Expenses. Total of all expenses incurred2020-12-31$1,002
Benefits paid (including direct rollovers)2020-12-31$174
Total plan assets at end of year2020-12-31$353,879
Total plan assets at beginning of year2020-12-31$340,918
Value of fidelity bond covering the plan2020-12-31$30,000
Other income received2020-12-31$13,956
Net income (gross income less expenses)2020-12-31$12,961
Net plan assets at end of year (total assets less liabilities)2020-12-31$353,879
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$340,918
Assets. Value of employer securities2020-12-31$240,725
Total contributions received or receivable from employer(s)2020-12-31$7
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$828
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2019 401k financial data
Total income from all sources2019-12-31$192,806
Expenses. Total of all expenses incurred2019-12-31$46,424
Total plan assets at end of year2019-12-31$340,918
Total plan assets at beginning of year2019-12-31$194,536
Value of fidelity bond covering the plan2019-12-31$30,000
Total contributions received or receivable from participants2019-12-31$613
Expenses. Other expenses not covered elsewhere2019-12-31$1,242
Other income received2019-12-31$19,688
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$146,382
Net plan assets at end of year (total assets less liabilities)2019-12-31$340,918
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$194,536
Assets. Value of employer securities2019-12-31$240,725
Total contributions received or receivable from employer(s)2019-12-31$172,505
Value of corrective distributions2019-12-31$45,182
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2018 401k financial data
Total income from all sources2018-12-31$-6,268
Expenses. Total of all expenses incurred2018-12-31$33,552
Benefits paid (including direct rollovers)2018-12-31$32,238
Total plan assets at end of year2018-12-31$194,536
Total plan assets at beginning of year2018-12-31$234,356
Value of fidelity bond covering the plan2018-12-31$10,000
Total contributions received or receivable from participants2018-12-31$3,534
Other income received2018-12-31$-9,802
Net income (gross income less expenses)2018-12-31$-39,820
Net plan assets at end of year (total assets less liabilities)2018-12-31$194,536
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$234,356
Assets. Value of employer securities2018-12-31$68,032
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$1,314
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2017 401k financial data
Total income from all sources2017-12-31$40,868
Expenses. Total of all expenses incurred2017-12-31$193
Total plan assets at end of year2017-12-31$234,356
Total plan assets at beginning of year2017-12-31$193,681
Total contributions received or receivable from participants2017-12-31$18,213
Other income received2017-12-31$22,655
Net income (gross income less expenses)2017-12-31$40,675
Net plan assets at end of year (total assets less liabilities)2017-12-31$234,356
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$193,681
Assets. Value of participant loans2017-12-31$3,723
Assets. Value of employer securities2017-12-31$68,032
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$193

Form 5500 Responses for CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST

2023: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CARETREE HEALTHCARE 401 K PROFIT SHARING PLAN TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

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