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CARE PLANNERS INCORPORATED — CARE PLANNERS INCORPORATED 401(K) PROFIT SHARING PLAN& TRUST, Form 5500 (2022) | Form 5500 Search
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Original filing (PDF)
20240213113244NAL0046136177001
CARE PLANNERS INCORPORATED
Form 5500-SF
FILING_RECEIVED
CARE PLANNERS INCORPORATED 401(K) PROFIT SHARING PLAN& TRUST
401(k) retirement plan
Signals · 1
Late filing · 6.4 mo
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CARE PLANNERS INCORPORATED
.
Find decision makers
Plan sponsor
Name
CARE PLANNERS INCORPORATED
EIN
87-0737845
Address
346 LARPENTEUR AVE W · SAINT PAUL, MN · 551136712
Phone
(651) 645-9887
Industry
Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-09-16
Filed
2024-02-13
Pension benefit codes
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2K · 401(m) arrangement
2J · 401(k) feature
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2E · Profit-sharing
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 6.4 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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