401(k)
2022 plan-year 401(k) DOL Form 5500

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Caresave Technologies, Inc · Virginia · Healthcare & Social Assistance

What the 2023 filing shows

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust holds $3M for 154 participants — about $17,891 per participant, up 98.3% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
154
covered participants
$17,891
avg assets per participant
+98.3%
assets growth YoY
Total Assets (2023)
$3M
Participants
154
State
Industry
Healthcare & Social Assistance

What the Filing Says About Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust

Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust is a 401(k) retirement plan sponsored by Caresave Technologies, Inc, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 154 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 472416904, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $3M at year-end — a gain of 98.3%. Net assets (after liabilities) closed the year at $3M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$1M
Plan Type401(k)
Employer EIN472416904
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caresave Technologies, Inc)

Year Plans Participants Total Assets
2022 1 154 $3M
2023 1 385 $6M
2024 1 363 $11M

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Frequently Asked Questions

How much money is in the Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust?
As of the 2022 Form 5500 filing, Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust holds $3M in total assets with 154 participants. It is sponsored by Caresave Technologies, Inc.
What type of plan is Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust?
Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 472416904.
Who sponsors the Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust?
Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust is sponsored by Caresave Technologies, Inc, located in Virginia. The sponsor's EIN is 472416904 and the plan operates in the Healthcare & Social Assistance industry.
How did Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust perform in 2022?
Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust grew by 98.3% during 2022, moving from $1M to $3M in total assets. Net income was $1M.
Where can I find official filings for Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust?
Official Form 5500 filings for Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 472416904 or plan name at efast.dol.gov.
How does Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust compare to other plans?
You can compare Caresave Technologies Inc 401(k) Profit Sharing Plan & Trust against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 472416904.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.