Capital City Bank Group, Inc. 401(K) Plan — Form 5500 plan (Capital City Bank Group, 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, Capital City Bank Group, Inc. 401(K) Plan is a benefit plan reported by Capital City Bank Group, Inc. under EIN 59-2273542 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,175 participants and $48,086,856 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital City Bank Group, Inc.
- EIN
- 59-2273542
- Plan number
- 003
- Plan type
- 2
- Location
- Tallahassee, FL
- Latest filing year
- 2023
- Participants
- 1,175
- End-of-year plan assets
- $48,086,856
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,175 | H, C | 20240702155403NAL0003728419001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $48,086,856
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $48,086,856
- Net assets (BOY)
- $42,020,583
Income & contributions
- Employer contributions
- $1,635,860
- Participant contributions
- $3,945,159
- Total contributions
- $5,848,991
- Total income / additions
- $12,575,934
Expenses & distributions
- Benefits paid
- $6,385,818
- Administrative expenses
- $123,843
- Total expenses
- $6,509,661
- Net increase / (decrease)
- $6,066,273
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $97,850 | $0 | 2023 |
| Global Retirement Partners LLC | INVESTMENT ADVISOR | $25,500 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Company, LLC | OTHER | $400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital City Bank Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Tallahassee, FL
- Empower Annuity Insurance Company O — Schedule C compensation
- Global Retirement Partners LLC — Schedule C compensation
- Qdro Consultants Company, LLC — Schedule C compensation