CareSource Management Group, Co.
Plan context: Caresource Management Group 401(K) Retirement Plan
EIN 31-1703368 • Dayton, OH • 36 filings • 4 plans
Current Snapshot
Latest Year
2020
2020 Participants
4,504
2020 Assets
$292,828,135
2020 Contributions
$49,455,695
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 |
|---|---|---|---|---|---|
| 2020 | 3 | 4,504 | $292,828,135 | $49,455,695 | $10,980iApproximate average salary by contribution assumption: employee only about $274,510 at 4% or $183,007 at 6%; with 50% employer match about $183,007 at 4% or $122,004 at 6%; with 100% employer match about $137,255 at 4% or $91,503 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 4,504 | $292,828,135 | $49,455,695 | $10,980iApproximate average salary by contribution assumption: employee only about $274,510 at 4% or $183,007 at 6%; with 50% employer match about $183,007 at 4% or $122,004 at 6%; with 100% employer match about $137,255 at 4% or $91,503 at 6%. |
| Caresource Mgt Group Co Employee Benefit Plan | - | 0 | - | - | - |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 0 | - | - | - |
| 2019 | 3 | 4,471 | $228,628,639 | $43,928,293 | $9,825iApproximate average salary by contribution assumption: employee only about $245,629 at 4% or $163,753 at 6%; with 50% employer match about $163,753 at 4% or $109,168 at 6%; with 100% employer match about $122,815 at 4% or $81,876 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 4,471 | $228,628,639 | $43,928,293 | $9,825iApproximate average salary by contribution assumption: employee only about $245,629 at 4% or $163,753 at 6%; with 50% employer match about $163,753 at 4% or $109,168 at 6%; with 100% employer match about $122,815 at 4% or $81,876 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 914 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 4,451 | - | - | - |
| 2018 | 3 | 4,251 | $159,953,963 | $36,910,975 | $8,683iApproximate average salary by contribution assumption: employee only about $217,072 at 4% or $144,715 at 6%; with 50% employer match about $144,715 at 4% or $96,477 at 6%; with 100% employer match about $108,536 at 4% or $72,357 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 4,206 | $159,953,963 | $36,910,975 | $8,776iApproximate average salary by contribution assumption: employee only about $219,395 at 4% or $146,263 at 6%; with 50% employer match about $146,263 at 4% or $97,509 at 6%; with 100% employer match about $109,697 at 4% or $73,132 at 6%. |
| Caresource Mgt Group Co Employee Benefit Plan | - | 4,251 | - | - | - |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 922 | - | - | - |
| 2017 | 3 | 3,878 | $146,864,271 | $30,035,186 | $7,745iApproximate average salary by contribution assumption: employee only about $193,625 at 4% or $129,084 at 6%; with 50% employer match about $129,084 at 4% or $86,056 at 6%; with 100% employer match about $96,813 at 4% or $64,542 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 3,790 | $146,864,271 | $30,035,186 | $7,925iApproximate average salary by contribution assumption: employee only about $198,121 at 4% or $132,081 at 6%; with 50% employer match about $132,081 at 4% or $88,054 at 6%; with 100% employer match about $99,061 at 4% or $66,040 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 852 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 3,878 | - | - | - |
| 2016 | 3 | 3,312 | $104,161,305 | $25,130,627 | $7,588iApproximate average salary by contribution assumption: employee only about $189,694 at 4% or $126,462 at 6%; with 50% employer match about $126,462 at 4% or $84,308 at 6%; with 100% employer match about $94,847 at 4% or $63,231 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 3,312 | $104,161,305 | $25,130,627 | $7,588iApproximate average salary by contribution assumption: employee only about $189,694 at 4% or $126,462 at 6%; with 50% employer match about $126,462 at 4% or $84,308 at 6%; with 100% employer match about $94,847 at 4% or $63,231 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 687 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 3,213 | - | - | - |
| 2015 | 3 | 2,601 | $78,758,916 | $19,153,803 | $7,364iApproximate average salary by contribution assumption: employee only about $184,100 at 4% or $122,734 at 6%; with 50% employer match about $122,734 at 4% or $81,822 at 6%; with 100% employer match about $92,050 at 4% or $61,367 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 2,601 | $78,758,916 | $19,153,803 | $7,364iApproximate average salary by contribution assumption: employee only about $184,100 at 4% or $122,734 at 6%; with 50% employer match about $122,734 at 4% or $81,822 at 6%; with 100% employer match about $92,050 at 4% or $61,367 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 700 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 2,508 | - | - | - |
| 2014 | 3 | 2,020 | $64,895,933 | $13,304,455 | $6,586iApproximate average salary by contribution assumption: employee only about $164,659 at 4% or $109,773 at 6%; with 50% employer match about $109,773 at 4% or $73,182 at 6%; with 100% employer match about $82,330 at 4% or $54,886 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 2,020 | $64,895,933 | $13,304,455 | $6,586iApproximate average salary by contribution assumption: employee only about $164,659 at 4% or $109,773 at 6%; with 50% employer match about $109,773 at 4% or $73,182 at 6%; with 100% employer match about $82,330 at 4% or $54,886 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 565 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 2,003 | - | - | - |
| 2013 | 3 | 1,707 | $53,423,738 | $11,185,508 | $6,553iApproximate average salary by contribution assumption: employee only about $163,818 at 4% or $109,212 at 6%; with 50% employer match about $109,212 at 4% or $72,808 at 6%; with 100% employer match about $81,909 at 4% or $54,606 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 1,707 | $53,423,738 | $11,185,508 | $6,553iApproximate average salary by contribution assumption: employee only about $163,818 at 4% or $109,212 at 6%; with 50% employer match about $109,212 at 4% or $72,808 at 6%; with 100% employer match about $81,909 at 4% or $54,606 at 6%. |
| Caresource Mgt Group Co Employee Benefit Plan | - | 1,632 | - | - | - |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 482 | - | - | - |
| 2012 | 3 | 1,457 | $36,911,892 | $8,170,628 | $5,608iApproximate average salary by contribution assumption: employee only about $140,196 at 4% or $93,464 at 6%; with 50% employer match about $93,464 at 4% or $62,309 at 6%; with 100% employer match about $70,098 at 4% or $46,732 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 1,457 | $36,911,892 | $8,170,628 | $5,608iApproximate average salary by contribution assumption: employee only about $140,196 at 4% or $93,464 at 6%; with 50% employer match about $93,464 at 4% or $62,309 at 6%; with 100% employer match about $70,098 at 4% or $46,732 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 410 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 1,443 | - | - | - |
| 2011 | 3 | 1,129 | $28,144,332 | $6,536,372 | $5,790iApproximate average salary by contribution assumption: employee only about $144,738 at 4% or $96,492 at 6%; with 50% employer match about $96,492 at 4% or $64,328 at 6%; with 100% employer match about $72,369 at 4% or $48,246 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 1,129 | $28,144,332 | $6,536,372 | $5,790iApproximate average salary by contribution assumption: employee only about $144,738 at 4% or $96,492 at 6%; with 50% employer match about $96,492 at 4% or $64,328 at 6%; with 100% employer match about $72,369 at 4% or $48,246 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 320 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 1,088 | - | - | - |
| 2010 | 3 | 983 | $24,154,498 | $5,106,058 | $5,194iApproximate average salary by contribution assumption: employee only about $129,859 at 4% or $86,573 at 6%; with 50% employer match about $86,573 at 4% or $57,715 at 6%; with 100% employer match about $64,930 at 4% or $43,286 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 983 | $24,154,498 | $5,106,058 | $5,194iApproximate average salary by contribution assumption: employee only about $129,859 at 4% or $86,573 at 6%; with 50% employer match about $86,573 at 4% or $57,715 at 6%; with 100% employer match about $64,930 at 4% or $43,286 at 6%. |
| Caresource Mgt Group Co Employee Benefit Plan | - | 979 | - | - | - |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 308 | - | - | - |
| 2009 | 3 | 896 | $18,570,954 | $5,014,387 | $5,596iApproximate average salary by contribution assumption: employee only about $139,910 at 4% or $93,274 at 6%; with 50% employer match about $93,274 at 4% or $62,182 at 6%; with 100% employer match about $69,955 at 4% or $46,637 at 6%. |
| Caresource Management Group 401(K) Retirement Plan | - | 896 | $18,570,954 | $5,014,387 | $5,596iApproximate average salary by contribution assumption: employee only about $139,910 at 4% or $93,274 at 6%; with 50% employer match about $93,274 at 4% or $62,182 at 6%; with 100% employer match about $69,955 at 4% or $46,637 at 6%. |
| Caresource Mgmt Group Flexible Spending Acct Plan | - | 358 | - | - | - |
| Caresource Mgt Group Co Employee Benefit Plan | - | 893 | - | - | - |