Plan5500

Capp, Inc. Profit Sharing 401(K) Plan — Form 5500 plan (Capp, 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, Capp, Inc. Profit Sharing 401(K) Plan is a benefit plan reported by Capp, Inc under EIN 23-1412101 and plan number 002. The latest loaded filing year is 2023. The filing reports 125 participants and $8,849,225 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capp, Inc
EIN
23-1412101
Plan number
002
Plan type
2
Location
Clifton Heights, PA
Latest filing year
2023
Participants
125
End-of-year plan assets
$8,849,225

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023125H, C20240911091752NAL0006819889001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,849,225
Total liabilities (EOY)
$0
Net assets (EOY)
$8,849,225
Net assets (BOY)
$8,672,017

Income & contributions

Employer contributions
$192,310
Participant contributions
$340,380
Total contributions
$534,570
Total income / additions
$2,019,793

Expenses & distributions

Benefits paid
$1,810,210
Administrative expenses
$32,375
Total expenses
$1,842,585
Net increase / (decrease)
$177,208

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Wealth Advisory Group, IncNONE$20,391not reported in the loaded dataset2023
The Vanguard Group, Inc.NONE$11,984$02023

Related Form 5500 pages