Capital Rx 401(K) Plan — Form 5500 plan (Capital Rx)
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 Rx 401(K) Plan is a benefit plan reported by Capital Rx under EIN 35-2612946 and plan number 001. The latest loaded filing year is 2023. The filing reports 428 participants and $11,631,086 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital Rx
- EIN
- 35-2612946
- Plan number
- 001
- Plan type
- 2
- Location
- New York City, NY
- Latest filing year
- 2023
- Participants
- 428
- End-of-year plan assets
- $11,631,086
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 428 | H, C | 20240805065146NAL0000898625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $11,631,086
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,631,086
- Net assets (BOY)
- $7,437,142
Income & contributions
- Employer contributions
- $1,512
- Participant contributions
- $3,442,717
- Total contributions
- $3,992,443
- Total income / additions
- $5,374,732
Expenses & distributions
- Benefits paid
- $1,170,056
- Administrative expenses
- $4,795
- Total expenses
- $1,180,788
- Net increase / (decrease)
- $4,193,944
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services LLC | PLAN ADMINISTRATOR | $4,219 | $0 | 2023 |