2023 Form 5500 filing — Capital Rx 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 20240805065146NAL0000898625001) for Capital Rx 401(K) Plan, reported by Capital Rx under EIN 35-2612946 and plan number 001. It reports 428 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240805065146NAL0000898625001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Rx
- EIN
- 35-2612946
- Plan number
- 001
- Location
- New York City, NY
- Participants
- 428
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,631,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,631,086
- Employer contributions
- $1,512
- Participant contributions
- $3,442,717
- Total income / additions
- $5,374,732
- Benefits paid
- $1,170,056
- Administrative expenses
- $4,795
- Total expenses
- $1,180,788
- Net increase / (decrease)
- $4,193,944
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $4,219 | $0 |