2023 Form 5500 filing — Capp, Inc. Profit Sharing 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 20240911091752NAL0006819889001) for Capp, Inc. Profit Sharing 401(K) Plan, reported by Capp, Inc under EIN 23-1412101 and plan number 002. It reports 125 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911091752NAL0006819889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capp, Inc
- EIN
- 23-1412101
- Plan number
- 002
- Location
- Clifton Heights, PA
- Participants
- 125
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $8,849,225
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $8,849,225
- Employer contributions
- $192,310
- Participant contributions
- $340,380
- Total income / additions
- $2,019,793
- Benefits paid
- $1,810,210
- Administrative expenses
- $32,375
- Total expenses
- $1,842,585
- Net increase / (decrease)
- $177,208
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Wealth Advisory Group, Inc | NONE | $20,391 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $11,984 | $0 |