401k Plan data: CAREMETX, LLC 401(K) PLAN plan

CAREMETX, LLC 401(K) PLAN 401k Plan overview

Plan Name	CAREMETX, LLC 401(K) PLAN
Plan identification number	001

CAREMETX, LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAREMETX, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAREMETX, LLC

Employer identification number (EIN): 274756556

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about CAREMETX, LLC

Jurisdiction of Incorporation: Maryland Secretary of State

Incorporation Date:

Company Identification Number: W13961040

More information about CAREMETX, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAREMETX, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WILLIAM N LAMBROS
001 2017-01-01 WILLIAM N LAMBROS
001 2016-01-01 WILLIAM LAMBROS WILLIAM LAMBROS 2017-10-11

Plan Statistics for CAREMETX, LLC 401(K) PLAN

401k plan membership statisitcs for CAREMETX, LLC 401(K) PLAN

Measure Date Value
2022: CAREMETX, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 748
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 677
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 189
Total of all active and inactive participants 2022-01-01 866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 866
Number of participants with account balances 2022-01-01 813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 133
2021: CAREMETX, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 596
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 501
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 154
Total of all active and inactive participants 2021-01-01 655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 655
Number of participants with account balances 2021-01-01 630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 113
2020: CAREMETX, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 461
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 77
Total of all active and inactive participants 2020-01-01 538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 538
Number of participants with account balances 2020-01-01 516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 51
2019: CAREMETX, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 461
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 411
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 57
Total of all active and inactive participants 2019-01-01 468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 468
Number of participants with account balances 2019-01-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 68
2018: CAREMETX, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 326
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 357
Number of participants with account balances 2018-01-01 331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 60
2017: CAREMETX, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 275
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 46
Total of all active and inactive participants 2017-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 321
Number of participants with account balances 2017-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAREMETX, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 147
Number of participants with account balances 2016-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: CAREMETX, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	748
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	677
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	189
Total of all active and inactive participants	2022-01-01	866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	866
Number of participants with account balances	2022-01-01	813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	133
2021: CAREMETX, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	596
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	501
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	154
Total of all active and inactive participants	2021-01-01	655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	655
Number of participants with account balances	2021-01-01	630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	113
2020: CAREMETX, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	461
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	77
Total of all active and inactive participants	2020-01-01	538
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	538
Number of participants with account balances	2020-01-01	516
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	51
2019: CAREMETX, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	461
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	411
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	57
Total of all active and inactive participants	2019-01-01	468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	468
Number of participants with account balances	2019-01-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	68
2018: CAREMETX, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	326
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	357
Number of participants with account balances	2018-01-01	331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	60
2017: CAREMETX, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	275
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	46
Total of all active and inactive participants	2017-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	321
Number of participants with account balances	2017-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAREMETX, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	147
Number of participants with account balances	2016-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on CAREMETX, LLC 401(K) PLAN

Measure	Date	Value
2022 : CAREMETX, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$2,744,937
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$1,158,348
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,599,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,401,524
Expenses. Certain deemed distributions of participant loans	2022-12-31	$3,730
Value of total corrective distributions	2022-12-31	$121,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,000,670
Value of total assets at end of year	2022-12-31	$13,700,396
Value of total assets at beginning of year	2022-12-31	$11,396,128
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$72,515
Total interest from all sources	2022-12-31	$10,180
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$329,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$329,305
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,471,293
Participant contributions at end of year	2022-12-31	$244,847
Participant contributions at beginning of year	2022-12-31	$147,635
Participant contributions at end of year	2022-12-31	$90,831
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$211,066
Other income not declared elsewhere	2022-12-31	$838
Administrative expenses (other) incurred	2022-12-31	$72,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-440,669
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$13,700,396
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$11,396,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$13,352,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,248,493
Interest on participant loans	2022-12-31	$10,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,182,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$318,311
Employer contributions (assets) at end of year	2022-12-31	$12,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,401,524
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BARNES WENDLING CPAS INC.
Accountancy firm EIN	2022-12-31	341463411
2021 : CAREMETX, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$672,998
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,631,996
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,547,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,290,883
Expenses. Certain deemed distributions of participant loans	2021-12-31	$69,318
Value of total corrective distributions	2021-12-31	$124,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,239,378
Value of total assets at end of year	2021-12-31	$11,396,128
Value of total assets at beginning of year	2021-12-31	$8,638,503
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$62,182
Total interest from all sources	2021-12-31	$9,438
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,145,096
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,145,096
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,960,845
Participant contributions at end of year	2021-12-31	$147,635
Participant contributions at beginning of year	2021-12-31	$213,031
Participant contributions at beginning of year	2021-12-31	$65,815
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$42,802
Other income not declared elsewhere	2021-12-31	$48,838
Administrative expenses (other) incurred	2021-12-31	$62,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,084,627
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$11,396,128
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,638,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$11,248,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$8,350,066
Interest on participant loans	2021-12-31	$9,438
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$189,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$235,731
Employer contributions (assets) at beginning of year	2021-12-31	$9,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,290,883
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BARNES WENDLING CPAS INC.
Accountancy firm EIN	2021-12-31	341463411
2020 : CAREMETX, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,257,930
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,268,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,196,581
Value of total corrective distributions	2020-12-31	$31,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,078,252
Value of total assets at end of year	2020-12-31	$8,638,503
Value of total assets at beginning of year	2020-12-31	$7,649,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$40,222
Total interest from all sources	2020-12-31	$9,387
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$193,866
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$193,866
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,739,076
Participant contributions at end of year	2020-12-31	$213,031
Participant contributions at beginning of year	2020-12-31	$119,664
Participant contributions at end of year	2020-12-31	$65,815
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$94,107
Other income not declared elsewhere	2020-12-31	$22,868
Administrative expenses (other) incurred	2020-12-31	$40,222
Total non interest bearing cash at beginning of year	2020-12-31	$28,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$989,277
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,638,503
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,649,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,350,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,500,722
Interest on participant loans	2020-12-31	$9,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$953,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$245,069
Employer contributions (assets) at end of year	2020-12-31	$9,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,196,581
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BARNES WENDLING CPAS, INC.
Accountancy firm EIN	2020-12-31	341463411
2019 : CAREMETX, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$3,991,565
Total transfer of assets from this plan	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,638,227
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$815,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$770,491
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,448
Value of total corrective distributions	2019-12-31	$13,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,855,968
Value of total assets at end of year	2019-12-31	$7,649,226
Value of total assets at beginning of year	2019-12-31	$1,835,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$30,290
Total interest from all sources	2019-12-31	$4,418
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$138,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$138,790
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$184,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,496,465
Participant contributions at end of year	2019-12-31	$119,664
Participant contributions at beginning of year	2019-12-31	$33,626
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$161,533
Other income not declared elsewhere	2019-12-31	$1,515
Administrative expenses (other) incurred	2019-12-31	$30,290
Total non interest bearing cash at end of year	2019-12-31	$28,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,822,535
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,649,226
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,835,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,500,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,801,500
Interest on participant loans	2019-12-31	$4,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$637,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$197,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$770,491
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BARNES WENDLING CPAS, INC.
Accountancy firm EIN	2019-12-31	341463411
2018 : CAREMETX, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,192,025
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$278,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$259,117
Value of total corrective distributions	2018-12-31	$7,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,334,018
Value of total assets at end of year	2018-12-31	$1,835,126
Value of total assets at beginning of year	2018-12-31	$922,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$12,518
Total interest from all sources	2018-12-31	$712
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$47,894
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$47,894
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$93,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,004,794
Participant contributions at end of year	2018-12-31	$33,626
Participant contributions at beginning of year	2018-12-31	$5,502
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$200,875
Administrative expenses (other) incurred	2018-12-31	$12,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$913,119
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,835,126
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$922,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,801,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$903,978
Interest on participant loans	2018-12-31	$712
Value of interest in common/collective trusts at beginning of year	2018-12-31	$11,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-190,639
Net investment gain or loss from common/collective trusts	2018-12-31	$40
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$128,349
Employer contributions (assets) at beginning of year	2018-12-31	$1,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$259,117
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BARNES WENDLING CPAS, INC.
Accountancy firm EIN	2018-12-31	341463411
2017 : CAREMETX, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$822,913
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$26,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$7,236
Value of total corrective distributions	2017-12-31	$17,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$745,212
Value of total assets at end of year	2017-12-31	$922,007
Value of total assets at beginning of year	2017-12-31	$125,285
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,148
Total interest from all sources	2017-12-31	$26
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$28,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$28,070
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$13,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$648,603
Participant contributions at end of year	2017-12-31	$5,502
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$95,107
Administrative expenses (other) incurred	2017-12-31	$1,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$796,722
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$922,007
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$125,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$903,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$124,492
Interest on participant loans	2017-12-31	$26
Value of interest in common/collective trusts at end of year	2017-12-31	$11,025
Value of interest in common/collective trusts at beginning of year	2017-12-31	$793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$48,696
Net investment gain or loss from common/collective trusts	2017-12-31	$909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,502
Employer contributions (assets) at end of year	2017-12-31	$1,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$7,236
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BARNES WENDLING CPAS, INC.
Accountancy firm EIN	2017-12-31	341463411
2016 : CAREMETX, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$125,285
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$124,833
Value of total assets at end of year	2016-12-31	$125,285
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$0
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,946
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$120,536
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$4,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$125,285
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$125,285
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$124,492
Value of interest in common/collective trusts at end of year	2016-12-31	$793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-1,499
Net investment gain or loss from common/collective trusts	2016-12-31	$5
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BARNES WENDLING CPAS, INC
Accountancy firm EIN	2016-12-31	341463411

Form 5500 Responses for CAREMETX, LLC 401(K) PLAN

2022: CAREMETX, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAREMETX, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAREMETX, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAREMETX, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAREMETX, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAREMETX, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAREMETX, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	First time form 5500 has been submitted	Yes
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	CAREMETX, LLC
Employer identification number (EIN):	274756556
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	Maryland Secretary of State
Incorporation Date:
Company Identification Number:	W13961040