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, Capehart & Scatchard, P.A. Retirement Savings Plan is a benefit plan reported by Capehart And Scatchard, P.A. under EIN 22-1908951 and plan number 001. The latest loaded filing year is 2023. The filing reports 252 participants and $61,687,410 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $61,687,410
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $61,687,410
- Net assets (BOY)
- $52,602,665
Income & contributions
- Employer contributions
- $975,065
- Participant contributions
- $1,417,944
- Total contributions
- $2,653,004
- Total income / additions
- $11,308,649
Expenses & distributions
- Benefits paid
- $2,216,157
- Administrative expenses
- $260
- Total expenses
- $2,223,904
- Net increase / (decrease)
- $9,084,745