Cape Physicians Associates 401(K) Plan — Form 5500 plan (Cape Physicians Associates, Pa)
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 Physicians Associates 401(K) Plan is a benefit plan reported by Cape Physicians Associates, Pa under EIN 22-3172481 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $16,951,384 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$17MPlan net assets, end of year$16,951,384
Participants275Covered participants reported
Assets / participant$61.6KComputed: assets ÷ participants$61,641 (computed)
Provider compensation$41.7K2 Schedule C provider row(s)$41,720
- Plan sponsor
- Cape Physicians Associates, Pa
- EIN
- 22-3172481
- Plan number
- 001
- Plan type
- 2
- Location
- Cape May Court House, NJ
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 275 | H, C | 20241011154205NAL0012713507001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$17M total assets
Net assets$17MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $16,951,384
- Net assets (EOY)
- $16,951,384
- Net assets (BOY)
- $13,945,692
Income & contributions
- Employer contributions
- $593,718
- Participant contributions
- $1,158,209
- Total contributions
- $2,229,627
- Total income / additions
- $4,704,125
Expenses & distributions
- Benefits paid
- $1,640,244
- Administrative expenses
- $41,720
- Total expenses
- $1,698,433
- Net increase / (decrease)
- $3,005,692
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
34%66%
Employer 34%Participant 66%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $26,662 | $0 | 2023 |
| Ubs Financial Services | CONSULTANT | $15,058 | not reported in the loaded dataset | 2023 |