Capsa Solutions, LLC 401(K) Savings Plan — Form 5500 plan (Capsa Solutions, LLC)
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, Capsa Solutions, LLC 401(K) Savings Plan is a benefit plan reported by Capsa Solutions, LLC under EIN 94-3381518 and plan number 001. The latest loaded filing year is 2023. The filing reports 380 participants and $29,719,368 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capsa Solutions, LLC
- EIN
- 94-3381518
- Plan number
- 001
- Plan type
- 2
- Location
- Canal Winchester, OH
- Latest filing year
- 2023
- Participants
- 380
- End-of-year plan assets
- $29,719,368
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 380 | H, C | 20240912124905NAL0017148242001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $29,719,368
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $29,719,368
- Net assets (BOY)
- $23,055,540
Income & contributions
- Employer contributions
- $721,056
- Participant contributions
- $2,168,773
- Total contributions
- $3,978,545
- Total income / additions
- $8,169,423
Expenses & distributions
- Benefits paid
- $1,404,782
- Administrative expenses
- $100,813
- Total expenses
- $1,505,595
- Net increase / (decrease)
- $6,663,828
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $100,813 | $0 | 2023 |
| Kestra Advisory Services, LLC | INVESTMENT ADVISORY | $0 | $29,372 | 2023 |
| Towers Watson Investment Services, | INVESTMENT ADVISORY | $0 | $9,891 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capsa Solutions, LLC
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Canal Winchester, OH
- Principal Life Insurance Company — Schedule C compensation
- Kestra Advisory Services, LLC — Schedule C compensation
- Towers Watson Investment Services, — Schedule C compensation