Caring Places Management 401(k) Plan: Login, Facts & Contact Information

No recent filing

No Form 5500 has been filed for this plan since plan year 2019. The plan may have been terminated, merged into another plan, or moved to a new sponsor. Everything below comes from its last filing on record.

Caring Places Management 401(k) Plan Facts (plan year 2019)

Plan name
CARING PLACES MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
CARING PLACES MANAGEMENT
Participants
576 (504 active employees)
Former employees with a balance
117
Plan assets
$2,019,381 at Dec 31, 2019
Average account balance
$3,645 across 554 accounts
Employer contributions
$245,854 in plan year 2019 (45% of all contributions)
Recordkeeper
Paychex, Inc.
Plan year
Jan 1, 2019 – Dec 31, 2019
Plan established
Jan 1, 2012
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2019 (Jan 1, 2019 – Dec 31, 2019), filed Oct 7, 2020. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2019

  • $553,061 went into the plan in contributions, $245,854 of it from the employer (45%).
  • $294,450 was paid out to participants.
  • Investment and other income added $337,520.
  • Administrative expenses were $28,309, about $51 per account.

How the Caring Places Management 401(k) changed, 2017–2019

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2017347$1.36 million$101,269$30,834
2018621$1.45 million$191,021$215,300
2019576$2.02 million$245,854$294,450

Caring Places Management 401(k) Contact Information

Phone
503-357-3793
Mailing address
2040 A ST, FOREST GROVE OR 971162333
Plan sponsor
CARING PLACES MANAGEMENT
Plan administrator
ERISA FIDUCIARY SERVICES
Employer identification number (EIN)
26-1434249
Plan number
002

Questions about the Caring Places Management 401(k)

Is the Caring Places Management 401(k) plan still active?

We can't confirm that. The last Form 5500 on record for this plan covers plan year 2019, and no later filing was found under this employer's EIN.

Does Caring Places Management contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2019 the employer contributed $245,854, 45% of all contributions.

Does the Caring Places Management 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Caring Places Management 401(k) plan?

576 participants at the start of plan year 2019, 504 of them active employees, and 117 former employees who still had money in the plan.

What is the average 401(k) balance at Caring Places Management?

About $3,645 per account: $2.02 million in plan assets across 554 accounts with a balance at the end of plan year 2019.

Who manages the Caring Places Management 401(k) accounts?

Paychex (listed on the filing as PAYCHEX, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

Related Companies
Headquarter: 4901 WATERS EDGE DRIVE SUITE 200, RALEIGH, NC, 27606
Headquarter: 10651 COWARD MILL ROAD, KNOXVILLE, TN, 37931
Headquarter: ONE ANALOG WAY, WILMINGTON, MA, 01887
Headquarter: 646 SOUTH FLORES STREET, SAN ANTONIO, TX, 78204
Headquarter: 1295 STATE STREET, F105, SPRINGFIELD, MA, 011110001