The Capper Foundation Retirement Plan — Form 5500 plan (The Capper Foundation)
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, The Capper Foundation Retirement Plan is a benefit plan reported by The Capper Foundation under EIN 48-0543745 and plan number 002. The latest loaded filing year is 2023. The filing reports 261 participants and $2,468,870 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Capper Foundation
- EIN
- 48-0543745
- Plan number
- 002
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 261
- End-of-year plan assets
- $2,468,870
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 261 | H, C | 20241011164713NAL0011195587001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,468,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,468,870
- Net assets (BOY)
- $2,609,947
Income & contributions
- Employer contributions
- $83,918
- Participant contributions
- $208,262
- Total contributions
- $292,180
- Total income / additions
- $697,672
Expenses & distributions
- Benefits paid
- $827,722
- Administrative expenses
- $11,027
- Total expenses
- $838,749
- Net increase / (decrease)
- -$141,077
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cpi Qualified Plan Consultants | NONE | $10,528 | not reported in the loaded dataset | 2023 |