Cape Cod Lumber Co., Inc. 401(K) Plan — Form 5500 plan (Cape Cod Lumber Co., Inc.)

Plain-English plan 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, Cape Cod Lumber Co., Inc. 401(K) Plan is a benefit plan reported by Cape Cod Lumber Co., Inc. under EIN 04-2272126 and plan number 003. The latest loaded filing year is 2023. The filing reports 137 participants and $32,330,322 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.3MPlan net assets, end of year$32,330,322
Participants137Covered participants reported
Assets / participant$236KComputed: assets ÷ participants$235,988 (computed)
Provider compensation$110.6K3 Schedule C provider row(s)$110,611
Plan sponsor
Cape Cod Lumber Co., Inc.
EIN
04-2272126
Plan number
003
Plan type
2
Location
Abington, MA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    137 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$32,330,322
Total liabilities (EOY)
$0
Net assets (EOY)
$32,330,322
Net assets (BOY)
$28,293,110

Income & contributions

Employer contributions
$264,332
Participant contributions
$723,685
Total contributions
$1,718,330
Total income / additions
$6,702,432

Expenses & distributions

Benefits paid
$2,550,740
Administrative expenses
$96,798
Total expenses
$2,665,220
Net increase / (decrease)
$4,037,212
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

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

Related Form 5500 pages