Cape Air Puerto Rico Employees Retirement Plan — Form 5500 plan (Cape Air)

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 Air Puerto Rico Employees Retirement Plan is a benefit plan reported by Cape Air under EIN 04-3005476 and plan number 002. The latest loaded filing year is 2023. The filing reports 82 participants and $1,120,622 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cape Air
EIN
04-3005476
Plan number
002
Plan type
2
Location
Hyannis, MA
Latest filing year
2023
Participants
82
End-of-year plan assets
$1,120,622

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202382I20240923131555NAL0011469505001

Reported financial statement (2023 · Schedule I)

Net assets

Total assets (EOY)
$1,120,622
Net assets (EOY)
$1,120,622
Net assets (BOY)
$933,999

Income & contributions

Employer contributions
$33,288
Participant contributions
$91,710
Total income / additions
$300,692

Expenses & distributions

Administrative expenses
$250
Total expenses
$114,069
Net increase / (decrease)
$186,623

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages