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CARE PLANS FOR LIFE, LLC — CARE PLANS FOR LIFE, LLC PENSION PLAN, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20231016140430NAL0051221584001
CARE PLANS FOR LIFE, LLC
Form 5500-SF
FILING_RECEIVED
CARE PLANS FOR LIFE, LLC PENSION PLAN
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARE PLANS FOR LIFE, LLC
.
Find decision makers
Plan sponsor
Name
CARE PLANS FOR LIFE, LLC
EIN
30-0291032
Address
748 W PIERCE ST · PHOENIX, AZ · 85007
Phone
(480) 612-2994
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
1B · Flat-dollar DB formula
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
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Helping the score
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