Capital Realty Group Inc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Capital Realty Group 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, Capital Realty Group Inc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Capital Realty Group Inc under EIN 20-1127702 and plan number 001. The latest loaded filing year is 2023. The filing reports 449 participants and $3,394,343 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Realty Group Inc
- EIN
- 20-1127702
- Plan number
- 001
- Plan type
- 2
- Location
- Spring Valley, NY
- Latest filing year
- 2023
- Participants
- 449
- End-of-year plan assets
- $3,394,343
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 449 | H, C | 20241015152131NAL0016735011004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,394,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,394,343
- Net assets (BOY)
- $2,568,287
Income & contributions
- Employer contributions
- $255,889
- Participant contributions
- $416,428
- Total contributions
- $681,911
- Total income / additions
- $1,191,342
Expenses & distributions
- Benefits paid
- $336,556
- Administrative expenses
- $23,249
- Total expenses
- $365,286
- Net increase / (decrease)
- $826,056
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $19,348 | $0 | 2023 |
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATOR | $1,225 | $11,026 | 2023 |