2023 Form 5500 filing — Sba Defined Contribution Plan For Capital Center,

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 20241014100615NAL0025888241001) for Sba Defined Contribution Plan For Capital Center,, reported by Capital Center, LLC under EIN 54-1862878 and plan number 001. It reports 341 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014100615NAL0025888241001
Filing year
2023
Form type
2
Plan sponsor
Capital Center, LLC
EIN
54-1862878
Plan number
001
Location
Glen Allen, VA
Participants
341
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$8,231,305
Total liabilities (EOY)
$0
Net assets (EOY)
$8,231,305
Employer contributions
$244,891
Participant contributions
$475,945
Total income / additions
$2,205,255
Benefits paid
$861,799
Administrative expenses
$55,498
Total expenses
$942,932
Net increase / (decrease)
$1,262,323
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$37,458$0
Vba Benefits CorporationSERVICE PROVIDER$18,003$0

Related Form 5500 pages