Capitol-Husting Company Inc. Savings And Retirement Plan And Trust — Form 5500 plan (Capitol-Husting Company 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, Capitol-Husting Company Inc. Savings And Retirement Plan And Trust is a benefit plan reported by Capitol-Husting Company Inc. under EIN 39-0363870 and plan number 002. The latest loaded filing year is 2023. The filing reports 205 participants and $19,528,757 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capitol-Husting Company Inc.
- EIN
- 39-0363870
- Plan number
- 002
- Plan type
- 2
- Location
- Milwaukee, WI
- Latest filing year
- 2023
- Participants
- 205
- End-of-year plan assets
- $19,528,757
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 205 | H, C | 20240711112134NAL0010333955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,528,757
- Net assets (EOY)
- $19,528,757
- Net assets (BOY)
- $16,655,757
Income & contributions
- Employer contributions
- $505,345
- Participant contributions
- $917,005
- Total contributions
- $1,455,590
- Total income / additions
- $4,113,895
Expenses & distributions
- Benefits paid
- $1,170,256
- Administrative expenses
- $58,454
- Total expenses
- $1,240,895
- Net increase / (decrease)
- $2,873,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,176 | not reported in the loaded dataset | 2023 |
| Denali Wealth Management | INVESTMENT ADVISOR | $17,311 | not reported in the loaded dataset | 2023 |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $3,750 | $10,000 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capitol-Husting Company Inc.
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Milwaukee, WI
- Empower Annuity Insurance Company — Schedule C compensation
- Denali Wealth Management — Schedule C compensation
- Blue Chip Retirement Plans, Inc. — Schedule C compensation