Capital Properties Services, LLC 401(K) Plan — Form 5500 plan (Capital Properties Services, LLC)
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 Properties Services, LLC 401(K) Plan is a benefit plan reported by Capital Properties Services, LLC under EIN 20-1608689 and plan number 002. The latest loaded filing year is 2023. The filing reports 566 participants and $19,251,833 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Properties Services, LLC
- EIN
- 20-1608689
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 566
- End-of-year plan assets
- $19,251,833
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 566 | H, C | 20250404100856NAL0006759523001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,251,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,251,833
- Net assets (BOY)
- $17,619,522
Income & contributions
- Employer contributions
- $543,275
- Participant contributions
- $1,398,333
- Total contributions
- $2,008,164
- Total income / additions
- $4,835,647
Expenses & distributions
- Benefits paid
- $3,103,082
- Administrative expenses
- $100,254
- Total expenses
- $3,203,336
- Net increase / (decrease)
- $1,632,311
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,983 | $0 | 2023 |
| Citrin Cooperman & Co, Llp | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset | 2023 |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISOR | $24,271 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital Properties Services, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fidelity Investments Institutional — Schedule C compensation
- Citrin Cooperman & Co, Llp — Schedule C compensation
- Cbiz Investment Advisory Services, — Schedule C compensation