The National Football League Capital Accumulation Plan — Form 5500 plan (San Francisco Forty Niners, Limited)
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 National Football League Capital Accumulation Plan is a benefit plan reported by San Francisco Forty Niners, Limited under EIN 94-2412031 and plan number 011. The latest loaded filing year is 2023. The filing reports 763 participants and $87,899,772 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- San Francisco Forty Niners, Limited
- EIN
- 94-2412031
- Plan number
- 011
- Plan type
- 2
- Location
- Santa Clara, CA
- Latest filing year
- 2023
- Participants
- 763
- End-of-year plan assets
- $87,899,772
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 763 | H, C | 20241014163400NAL0027869857001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $87,899,772
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $87,899,772
- Net assets (BOY)
- $73,770,177
Income & contributions
- Employer contributions
- $4,256,493
- Participant contributions
- $3,546,380
- Total contributions
- $8,061,229
- Total income / additions
- $21,803,858
Expenses & distributions
- Benefits paid
- $7,674,263
- Administrative expenses
- $0
- Total expenses
- $7,674,263
- Net increase / (decrease)
- $14,129,595
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Snyder Capital Management | NONE | $23,679 | not reported in the loaded dataset | 2023 |
| Jackson Square Partners | NONE | $22,231 | not reported in the loaded dataset | 2023 |
| Ariel Investments, LLC | NONE | $13,295 | not reported in the loaded dataset | 2023 |
| Cambridge Associates | NONE | $13,079 | not reported in the loaded dataset | 2023 |
| Pnc Bank | NONE | $11,185 | not reported in the loaded dataset | 2023 |
| Trinity Asset Management | NONE | $6,131 | not reported in the loaded dataset | 2023 |
| Pimco | NONE | $6,109 | not reported in the loaded dataset | 2023 |
| Hs Management Partners, LLC | NONE | $5,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for San Francisco Forty Niners, Limited
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Santa Clara, CA
- Snyder Capital Management — Schedule C compensation
- Jackson Square Partners — Schedule C compensation
- Ariel Investments, LLC — Schedule C compensation
- Cambridge Associates — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Trinity Asset Management — Schedule C compensation
- Pimco — Schedule C compensation
- Hs Management Partners, LLC — Schedule C compensation