Capps LLC 401(K) Plan — Form 5500 plan (Capps LLC)
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, Capps LLC 401(K) Plan is a benefit plan reported by Capps LLC under EIN 39-1271964 and plan number 001. The latest loaded filing year is 2023. The filing reports 331 participants and $6,489,253 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$6.5MPlan net assets, end of year$6,489,253
Participants331Covered participants reported
Assets / participant$19.6KComputed: assets ÷ participants$19,605 (computed)
Provider compensationNone reported
- Plan sponsor
- Capps LLC
- EIN
- 39-1271964
- Plan number
- 001
- Plan type
- 2
- Location
- Brookfield, WI
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 331 | H | 20241014093640NAL0014710579001 |
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)$6.5M total assets
Net assets$6.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $6,489,253
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,489,253
- Net assets (BOY)
- $5,373,071
Income & contributions
- Employer contributions
- $74,928
- Participant contributions
- $565,220
- Total contributions
- $669,346
- Total income / additions
- $1,602,720
Expenses & distributions
- Benefits paid
- $459,943
- Administrative expenses
- $9,849
- Total expenses
- $486,538
- Net increase / (decrease)
- $1,116,182
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.
12%88%
Employer 12%Participant 88%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.