2023 Form 5500 filing — Cape Cod Lumber Co., Inc. 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 20241010123040NAL0011459507001) for Cape Cod Lumber Co., Inc. 401(K) Plan, reported by Cape Cod Lumber Co., Inc. under EIN 04-2272126 and plan number 003. It reports 137 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$32.3MReported net assets$32,330,322
Participants137
Provider compensation$110.6K3 Schedule C row(s)$110,611
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010123040NAL0011459507001
Plan sponsor
Cape Cod Lumber Co., Inc.
EIN
04-2272126
Plan number
003
Location
Abington, MA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$32.3M total assets
Net assets$32.3MLiabilities$0
Money in vs. money out
Total income / additions$6.7M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$264.3K
Participant$723.7K
Full reported line items
Total assets (EOY)
$32,330,322
Total liabilities (EOY)
$0
Net assets (EOY)
$32,330,322
Employer contributions
$264,332
Participant contributions
$723,685
Total income / additions
$6,702,432
Benefits paid
$2,550,740
Administrative expenses
$96,798
Total expenses
$2,665,220
Net increase / (decrease)
$4,037,212
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $52.5K
  2. 2
    NONE · Direct $44.3K · Indirect $6.5K
  3. 3
    NONE · Direct $0 · Indirect $7.3K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010123040NAL0011459507001 cover?
It is the 2023 Form 5500 filing for Cape Cod Lumber Co., Inc. 401(K) Plan, reported by Cape Cod Lumber Co., Inc. (EIN 04-2272126).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages