Civic Intelligence

Caretree Healthcare

Plan context: Caretree Healthcare 401(K) Profit Sharing Plan and Trust

EIN 26-4195017 • South Portland, ME • 14 filings • 4 plans

PO Box 2558South Portland, ME 04116
Current Snapshot

Latest Year

2024

2024 Participants

1

2024 Assets

$359,629

2024 Contributions

$7

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$366,349$183,175$0201120182023YearValue
$359,629Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

29150201120182023YearValue
1Latest year 2023

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$0-
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-0---
202311$359,629$0-
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-1$359,629--
202211$343,874$0-
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-1$343,874--
2021113$366,349$0-
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-13$366,349--
2020129$353,879$7$0iApproximate average salary by contribution assumption: employee only about $6 at 4% or $4 at 6%; with 50% employer match about $4 at 4% or $3 at 6%; with 100% employer match about $3 at 4% or $2 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-29$353,879$7$0iApproximate average salary by contribution assumption: employee only about $6 at 4% or $4 at 6%; with 50% employer match about $4 at 4% or $3 at 6%; with 100% employer match about $3 at 4% or $2 at 6%.
2019129$340,918$173,118$5,970iApproximate average salary by contribution assumption: employee only about $149,240 at 4% or $99,493 at 6%; with 50% employer match about $99,493 at 4% or $66,329 at 6%; with 100% employer match about $74,620 at 4% or $49,747 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-29$340,918$173,118$5,970iApproximate average salary by contribution assumption: employee only about $149,240 at 4% or $99,493 at 6%; with 50% employer match about $99,493 at 4% or $66,329 at 6%; with 100% employer match about $74,620 at 4% or $49,747 at 6%.
2018122$194,536$3,534$161iApproximate average salary by contribution assumption: employee only about $4,016 at 4% or $2,677 at 6%; with 50% employer match about $2,677 at 4% or $1,785 at 6%; with 100% employer match about $2,008 at 4% or $1,339 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-22$194,536$3,534$161iApproximate average salary by contribution assumption: employee only about $4,016 at 4% or $2,677 at 6%; with 50% employer match about $2,677 at 4% or $1,785 at 6%; with 100% employer match about $2,008 at 4% or $1,339 at 6%.
2017121$234,356$18,213$867iApproximate average salary by contribution assumption: employee only about $21,682 at 4% or $14,455 at 6%; with 50% employer match about $14,455 at 4% or $9,637 at 6%; with 100% employer match about $10,841 at 4% or $7,227 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-21$234,356$18,213$867iApproximate average salary by contribution assumption: employee only about $21,682 at 4% or $14,455 at 6%; with 50% employer match about $14,455 at 4% or $9,637 at 6%; with 100% employer match about $10,841 at 4% or $7,227 at 6%.
2015117$168,451$63,922$3,760iApproximate average salary by contribution assumption: employee only about $94,003 at 4% or $62,669 at 6%; with 50% employer match about $62,669 at 4% or $41,779 at 6%; with 100% employer match about $47,001 at 4% or $31,334 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-17$168,451$63,922$3,760iApproximate average salary by contribution assumption: employee only about $94,003 at 4% or $62,669 at 6%; with 50% employer match about $62,669 at 4% or $41,779 at 6%; with 100% employer match about $47,001 at 4% or $31,334 at 6%.
2014114$111,057$55,779$3,984iApproximate average salary by contribution assumption: employee only about $99,605 at 4% or $66,404 at 6%; with 50% employer match about $66,404 at 4% or $44,269 at 6%; with 100% employer match about $49,803 at 4% or $33,202 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-14$111,057$55,779$3,984iApproximate average salary by contribution assumption: employee only about $99,605 at 4% or $66,404 at 6%; with 50% employer match about $66,404 at 4% or $44,269 at 6%; with 100% employer match about $49,803 at 4% or $33,202 at 6%.
2013115$60,263$17,266$1,151iApproximate average salary by contribution assumption: employee only about $28,777 at 4% or $19,184 at 6%; with 50% employer match about $19,184 at 4% or $12,790 at 6%; with 100% employer match about $14,388 at 4% or $9,592 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-15$60,263$17,266$1,151iApproximate average salary by contribution assumption: employee only about $28,777 at 4% or $19,184 at 6%; with 50% employer match about $19,184 at 4% or $12,790 at 6%; with 100% employer match about $14,388 at 4% or $9,592 at 6%.
2012114$37,559$33,592$2,399iApproximate average salary by contribution assumption: employee only about $59,986 at 4% or $39,990 at 6%; with 50% employer match about $39,990 at 4% or $26,660 at 6%; with 100% employer match about $29,993 at 4% or $19,995 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-14$37,559$33,592$2,399iApproximate average salary by contribution assumption: employee only about $59,986 at 4% or $39,990 at 6%; with 50% employer match about $39,990 at 4% or $26,660 at 6%; with 100% employer match about $29,993 at 4% or $19,995 at 6%.
201113$7,386$7,679$2,560iApproximate average salary by contribution assumption: employee only about $63,992 at 4% or $42,661 at 6%; with 50% employer match about $42,661 at 4% or $28,441 at 6%; with 100% employer match about $31,996 at 4% or $21,331 at 6%.
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-3$7,386$7,679$2,560iApproximate average salary by contribution assumption: employee only about $63,992 at 4% or $42,661 at 6%; with 50% employer match about $42,661 at 4% or $28,441 at 6%; with 100% employer match about $31,996 at 4% or $21,331 at 6%.
201010$0$0-
Caretree Healthcare 401(K) Profit Sharing Plan and Trust-0$0$0-