Chateau Girardeau Employees' Retirement Plan — Form 5500 plan (Cape Retirement Community, 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, Chateau Girardeau Employees' Retirement Plan is a benefit plan reported by Cape Retirement Community, Inc. under EIN 43-1039313 and plan number 002. The latest loaded filing year is 2023. The filing reports 220 participants and $2,662,841 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Retirement Community, Inc.
- EIN
- 43-1039313
- Plan number
- 002
- Plan type
- 2
- Location
- Cape Girardeau, MO
- Latest filing year
- 2023
- Participants
- 220
- End-of-year plan assets
- $2,662,841
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 220 | H, C | 20241008114039NAL0034522018001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,662,841
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,662,841
- Net assets (BOY)
- $2,364,504
Income & contributions
- Employer contributions
- $93,651
- Participant contributions
- $179,393
- Total contributions
- $273,044
- Total income / additions
- $637,382
Expenses & distributions
- Benefits paid
- $316,334
- Administrative expenses
- $22,711
- Total expenses
- $339,045
- Net increase / (decrease)
- $298,337
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $13,072 | $0 | 2023 |
| Merrill Lynch Pierce Fenner & Smith | INVESTMENT ADVISOR | $9,623 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $16 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cape Retirement Community, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Cape Girardeau, MO
- Empower Annuity Insurance Company — Schedule C compensation
- Merrill Lynch Pierce Fenner & Smith — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation