Capano Management Company 401(K) Plan — Form 5500 plan (Capano Management Company)
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, Capano Management Company 401(K) Plan is a benefit plan reported by Capano Management Company under EIN 51-0324955 and plan number 001. The latest loaded filing year is 2023. The filing reports 408 participants and $9,886,785 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capano Management Company
- EIN
- 51-0324955
- Plan number
- 001
- Plan type
- 3
- Location
- Wilmington, DE
- Latest filing year
- 2023
- Participants
- 408
- End-of-year plan assets
- $9,886,785
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 408 | H, C | 20241015153210NAL0056975042001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,886,785
- Total liabilities (EOY)
- $440
- Net assets (EOY)
- $9,886,345
- Net assets (BOY)
- $7,871,058
Income & contributions
- Employer contributions
- $445,474
- Participant contributions
- $739,738
- Total contributions
- $1,256,796
- Total income / additions
- $2,482,112
Expenses & distributions
- Benefits paid
- $413,952
- Administrative expenses
- $52,873
- Total expenses
- $466,825
- Net increase / (decrease)
- $2,015,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Kathmere Capital Management LLC | N/A | $20,917 | not reported in the loaded dataset | 2023 |
| Smith Elliott Kearns & Company LLC | N/A | $16,176 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | N/A | $15,780 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capano Management Company
- 2023 Form 5500 filing
- Form 5500 filings in DE
- 401(k) and benefit plan filings in Wilmington, DE
- Kathmere Capital Management LLC — Schedule C compensation
- Smith Elliott Kearns & Company LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation