Capehart And Scatchard, P.A. — 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, Capehart And Scatchard, P.A. (EIN 22-1908951) is a plan sponsor located in Mt. Laurel, NJ 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
22-1908951
Location
Mt. Laurel, NJ
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$61,687,410
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$61,687,410

Contributions & income

Employer contributions
$975,065
Participant contributions
$1,417,944
Total income / additions
$11,308,649

Expenses & distributions

Benefits paid / distributions
$2,216,157
Total expenses
$2,223,904
Net increase / (decrease)
$9,084,745

Coverage

Total reported participants
405
Plans with financial statements
1
Plans with provider compensation
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.

Largest loaded plans by reported assets

Capehart And Scatchard, P.A. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Capehart & Scatchard, P.A. Retirement Savings Plan001252$61,687,4102023
Capehart Scatchard Pa Health & Welfare Benefit Plan501153not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Capehart And Scatchard, P.A.
YearPlanParticipantsSchedulesFiling
2023Capehart Scatchard Pa Health & Welfare Benefit Plan15320240709113733NAL0007830179001
2023Capehart & Scatchard, P.A. Retirement Savings Plan252H, C20241010091144NAL0020734625001

Related Form 5500 pages