CARECO
Plan context: CARECO 401(K) PROFIT SHARING PLAN & TRUST
EIN 20-3779613 • Lake Forest, CA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$200,012
2025 Contributions
$40,536
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 5 | $200,012 | $40,536 | $8,107iApproximate average salary by contribution assumption: employee only about $202,680 at 4% or $135,120 at 6%; with 50% employer match about $135,120 at 4% or $90,080 at 6%; with 100% employer match about $101,340 at 4% or $67,560 at 6%. |
| CARECO 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $200,012 | $40,536 | $8,107iApproximate average salary by contribution assumption: employee only about $202,680 at 4% or $135,120 at 6%; with 50% employer match about $135,120 at 4% or $90,080 at 6%; with 100% employer match about $101,340 at 4% or $67,560 at 6%. |
| 2024 | 1 | 7 | $155,887 | $44,720 | $6,389iApproximate average salary by contribution assumption: employee only about $159,714 at 4% or $106,476 at 6%; with 50% employer match about $106,476 at 4% or $70,984 at 6%; with 100% employer match about $79,857 at 4% or $53,238 at 6%. |
| CARECO 401(K) PROFIT SHARING PLAN & TRUST | - | 7 | $155,887 | $44,720 | $6,389iApproximate average salary by contribution assumption: employee only about $159,714 at 4% or $106,476 at 6%; with 50% employer match about $106,476 at 4% or $70,984 at 6%; with 100% employer match about $79,857 at 4% or $53,238 at 6%. |
| 2023 | 1 | 6 | $104,533 | $40,285 | $6,714iApproximate average salary by contribution assumption: employee only about $167,854 at 4% or $111,903 at 6%; with 50% employer match about $111,903 at 4% or $74,602 at 6%; with 100% employer match about $83,927 at 4% or $55,951 at 6%. |
| CARECO 401(K) PROFIT SHARING PLAN & TRUST | - | 6 | $104,533 | $40,285 | $6,714iApproximate average salary by contribution assumption: employee only about $167,854 at 4% or $111,903 at 6%; with 50% employer match about $111,903 at 4% or $74,602 at 6%; with 100% employer match about $83,927 at 4% or $55,951 at 6%. |
| 2022 | 1 | 5 | $52,568 | $37,852 | $7,570iApproximate average salary by contribution assumption: employee only about $189,260 at 4% or $126,173 at 6%; with 50% employer match about $126,173 at 4% or $84,116 at 6%; with 100% employer match about $94,630 at 4% or $63,087 at 6%. |
| CARECO 401(K) PROFIT SHARING PLAN & TRUST | - | 5 | $52,568 | $37,852 | $7,570iApproximate average salary by contribution assumption: employee only about $189,260 at 4% or $126,173 at 6%; with 50% employer match about $126,173 at 4% or $84,116 at 6%; with 100% employer match about $94,630 at 4% or $63,087 at 6%. |
| 2021 | 1 | 4 | $20,234 | $20,449 | $5,112iApproximate average salary by contribution assumption: employee only about $127,806 at 4% or $85,204 at 6%; with 50% employer match about $85,204 at 4% or $56,803 at 6%; with 100% employer match about $63,903 at 4% or $42,602 at 6%. |
| CARECO 401(K) PROFIT SHARING PLAN & TRUST | - | 4 | $20,234 | $20,449 | $5,112iApproximate average salary by contribution assumption: employee only about $127,806 at 4% or $85,204 at 6%; with 50% employer match about $85,204 at 4% or $56,803 at 6%; with 100% employer match about $63,903 at 4% or $42,602 at 6%. |