Plan5500

Capitol Concierge, Inc — 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, Capitol Concierge, Inc (EIN 52-1677387) is a plan sponsor located in Columbia, MD with 2 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
52-1677387
Location
Columbia, MD
Loaded plans
2
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 Capitol Concierge, Inc

  • 2 loaded plans hold $1.1M in reported assets.
  • The largest, Capitol Concierge 401k Plan, holds 100% of this company's reported plan assets.
  • Plans cover 630 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1MSummed across loaded plans$1,096,804
Total reported assets$1.1M$1,096,804
Total reported participants630
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.1M total assets
Net assets$1.1MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$165.4K
Total income / additions$320K
Expenses & distributions
Benefits paid / distributions$85.5K
Total expenses$92.8K
Net increase / (decrease)$227.2K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

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%Capitol Concierge 401k Plan
Participants per plan315Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Capitol Concierge 401k Plan$1.1M
    Plan #001 · 507 participants · 2023
  2. 2
    Capitol Concierge, Inc. Wrap Benefit Plannot reported in the loaded dataset
    Plan #501 · 123 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 Capitol Concierge, Inc. Open one for its full reported snapshot.

  1. 2023
    Capitol Concierge 401k Plan507 participants · 2Sch HSch C
    View filing →
  2. 2023
    Capitol Concierge, Inc. Wrap Benefit Plan123 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Capitol Concierge, Inc report on Form 5500?
Capitol Concierge, Inc (EIN 52-1677387) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Capitol Concierge, Inc?
The Employer Identification Number (EIN) reported for Capitol Concierge, Inc is 52-1677387.
What is the latest Form 5500 filing year for Capitol Concierge, Inc?
The latest loaded Form 5500 filing year for Capitol Concierge, Inc is 2023.

Related Form 5500 pages