2023 Form 5500 filing — Capital City Home Loans 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240722103727NAL0009806529001) for Capital City Home Loans 401(K) Plan, reported by Capital City Home Loans under EIN 20-5356781 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240722103727NAL0009806529001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital City Home Loans
- EIN
- 20-5356781
- Plan number
- 001
- Location
- Lawrenceville, GA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,247,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,247,346
- Employer contributions
- $469,613
- Participant contributions
- $1,380,343
- Total income / additions
- $4,707,549
- Benefits paid
- $888,188
- Administrative expenses
- $114,536
- Total expenses
- $1,002,724
- Net increase / (decrease)
- $3,704,825
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cambridge Wealth Advisors LLC | RETAINED BY EMPLOYER | $83,393 | not reported in the loaded dataset |
| John Hancock | RETAINED BY EMPLOYER | $31,143 | $0 |