Capsule 401(K) Plan — Form 5500 plan (Capsule Corp)

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, Capsule 401(K) Plan is a benefit plan reported by Capsule Corp under EIN 47-3047195 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,326 participants and $15,765,838 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capsule Corp
EIN
47-3047195
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,326
End-of-year plan assets
$15,765,838

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,326H, C20241008133655NAL0017707249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,765,838
Total liabilities (EOY)
$279,240
Net assets (EOY)
$15,486,598
Net assets (BOY)
$13,417,573

Income & contributions

Employer contributions
$0
Participant contributions
$2,613,225
Total contributions
$3,138,150
Total income / additions
$5,384,760

Expenses & distributions

Benefits paid
$3,233,403
Administrative expenses
$82,332
Total expenses
$3,315,735
Net increase / (decrease)
$2,069,025

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Betterment For Business, LLCRECORDKEEPER$82,332not reported in the loaded dataset2023

Related Form 5500 pages