2023 Form 5500 filing — The Capco 401(K) Profit Sharing 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 20240826132530NAL0009713409001) for The Capco 401(K) Profit Sharing Plan, reported by The Capital Markets Company under EIN 04-3441053 and plan number 002. It reports 2,283 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240826132530NAL0009713409001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Capital Markets Company
- EIN
- 04-3441053
- Plan number
- 002
- Location
- New York, NY
- Participants
- 2,283
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $148,761,606
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $148,761,606
- Employer contributions
- $4,594,511
- Participant contributions
- $14,158,079
- Total income / additions
- $43,062,460
- Benefits paid
- $13,332,211
- Administrative expenses
- $194,217
- Total expenses
- $13,531,916
- Net increase / (decrease)
- $29,530,544
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $181,582 | $0 |
| Newport Group Consulting LLC | NONE | $12,500 | not reported in the loaded dataset |