Plan5500

Cape Fox Shared Services 401k Plan — Form 5500 plan (Cape Fox Shared Services)

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 Fox Shared Services 401k Plan is a benefit plan reported by Cape Fox Shared Services under EIN 27-1289495 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,517 participants and $34,989,147 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cape Fox Shared Services
EIN
27-1289495
Plan number
001
Plan type
2
Location
Manassas, VA
Latest filing year
2023
Participants
1,517
End-of-year plan assets
$34,989,147

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,517H, C20241014181013NAL0026916417001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$34,989,147
Total liabilities (EOY)
$0
Net assets (EOY)
$34,989,147
Net assets (BOY)
$28,092,496

Income & contributions

Employer contributions
$2,003,629
Participant contributions
$3,593,399
Total contributions
$7,052,348
Total income / additions
$12,040,615

Expenses & distributions

Benefits paid
$4,996,125
Administrative expenses
$147,839
Total expenses
$5,143,964
Net increase / (decrease)
$6,896,651

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$142,772$02023
Gallagher Benefit Services IncSERVICE PROVIDER$0$46,3042023
Morningstar Investment ManagementSERVICE PROVIDER$5,067not reported in the loaded dataset2023

Related Form 5500 pages