2023 Form 5500 filing — Capital Care, 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 20241015133607NAL0048157984001) for Capital Care, Inc. 401(K) Plan, reported by Capital Care, Inc. under EIN 20-2187349 and plan number 001. It reports 608 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)$4.9MReported net assets$4,853,545
Participants608
Provider compensation$16.5K2 Schedule C row(s)$16,488
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015133607NAL0048157984001
- Plan sponsor
- Capital Care, Inc.
- EIN
- 20-2187349
- Plan number
- 001
- Location
- Silver Springs, MD
- Received date
- not reported in the loaded dataset
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)$4.9M total assets
Net assets$4.9MLiabilities—
Full reported line items
- Total assets (EOY)
- $4,853,545
- Net assets (EOY)
- $4,853,545
- Employer contributions
- $122,561
- Participant contributions
- $430,082
- Total income / additions
- $1,173,612
- Benefits paid
- $269,277
- Administrative expenses
- $24,478
- Total expenses
- $294,733
- Net increase / (decrease)
- $878,879
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Axa Advisors, LLC | INVESTMENT ADVISORY | $10,544 | $0 |
| Nova 401(K) Associates | CONTRACT ADMIN | $3,875 | $2,069 |