2023 Form 5500 filing — Capano Management Company 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 20241015153210NAL0056975042001) for Capano Management Company 401(K) Plan, reported by Capano Management Company under EIN 51-0324955 and plan number 001. It reports 408 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015153210NAL0056975042001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Capano Management Company
- EIN
- 51-0324955
- Plan number
- 001
- Location
- Wilmington, DE
- Participants
- 408
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,886,785
- Total liabilities (EOY)
- $440
- Net assets (EOY)
- $9,886,345
- Employer contributions
- $445,474
- Participant contributions
- $739,738
- Total income / additions
- $2,482,112
- Benefits paid
- $413,952
- Administrative expenses
- $52,873
- Total expenses
- $466,825
- Net increase / (decrease)
- $2,015,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Kathmere Capital Management LLC | N/A | $20,917 | not reported in the loaded dataset |
| Smith Elliott Kearns & Company LLC | N/A | $16,176 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | N/A | $15,780 | $0 |