Plan5500

Capricorn Investment Group, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Capricorn Investment Group, LLC (EIN 20-8893021) is a plan sponsor located in Palo Alto, CA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-8893021
Location
Palo Alto, CA
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Capricorn Investment Group, LLC

  • 1 loaded plans hold $16M in reported assets.
  • The largest, Capricorn Investment Group LLC And Goodlands Florida Property Management LLC 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 78 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$16MSummed across loaded plans$16,034,197
Total reported assets$16M$16,034,197
Total reported participants78
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$16M total assets
Net assets$16MLiabilities$0
Contributions & income
Employer contributions$698.9K
Participant contributions$929.8K
Total income / additions$4.2M
Expenses & distributions
Benefits paid / distributions$668.3K
Total expenses$669.5K
Net increase / (decrease)$3.5M

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Capricorn Investment Group LLC And Goodlands Florida Property Management LLC 401(K) Plan
Participants per plan78Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Capricorn Investment Group LLC And Goodlands Florida Property Management LLC 401(K) Plan$16M
    Plan #001 · 78 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Capricorn Investment Group, LLC. Open one for its full reported snapshot.

  1. 2023
    Capricorn Investment Group LLC And Goodlands Florida Property Management LLC 401(K) Plan78 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Capricorn Investment Group, LLC report on Form 5500?
Capricorn Investment Group, LLC (EIN 20-8893021) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Capricorn Investment Group, LLC?
The Employer Identification Number (EIN) reported for Capricorn Investment Group, LLC is 20-8893021.
What is the latest Form 5500 filing year for Capricorn Investment Group, LLC?
The latest loaded Form 5500 filing year for Capricorn Investment Group, LLC is 2023.

Related Form 5500 pages