2023 Form 5500 filing — Capell & Howard Pc 401(K) Profit Sharing Plan & Trust
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 20240930113947NAL0002590979001) for Capell & Howard Pc 401(K) Profit Sharing Plan & Trust, reported by Capell & Howard Pc under EIN 63-0593542 and plan number 001. It reports 62 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
- EFAST2 acknowledgement
- 20240930113947NAL0002590979001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capell & Howard Pc
- EIN
- 63-0593542
- Plan number
- 001
- Location
- Montgomery, AL
- Participants
- 62
- Schedules available
- Schedule I
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $35,317,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,317,951
- Employer contributions
- $466,829
- Participant contributions
- $468,366
- Total income / additions
- $6,236,636
- Benefits paid
- $1,497,529
- Administrative expenses
- $5,711
- Total expenses
- $1,504,419
- Net increase / (decrease)
- $4,732,217
- Schedule source
- Schedule I