The Ceo For The Greater Capital Region, Inc. Profit Sharing Plan And Trust — Form 5500 plan (The Ceo For The Greater Capital Region, 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, The Ceo For The Greater Capital Region, Inc. Profit Sharing Plan And Trust is a benefit plan reported by The Ceo For The Greater Capital Region, Inc. under EIN 14-1490509 and plan number 001. The latest loaded filing year is 2023. The filing reports 231 participants and $5,258,681 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Ceo For The Greater Capital Region, Inc.
EIN
14-1490509
Plan number
001
Plan type
2
Location
Troy, NY
Latest filing year
2023
Participants
231
End-of-year plan assets
$5,258,681

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023231H, C20240730083543NAL0031283792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$5,258,681
Total liabilities (EOY)
$0
Net assets (EOY)
$5,258,681
Net assets (BOY)
$4,493,344

Income & contributions

Employer contributions
$408,741
Participant contributions
$0
Total contributions
$408,741
Total income / additions
$1,145,560

Expenses & distributions

Benefits paid
$332,035
Administrative expenses
$19,915
Total expenses
$380,223
Net increase / (decrease)
$765,337

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Professional Capital Service GroupNONE$19,890not reported in the loaded dataset2023

Related Form 5500 pages