2023 Form 5500 filing — The Capitol Group, Inc. 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701122059NAL0003802481001) for The Capitol Group, Inc. 401(K) Plan, reported by Capitol Group, Inc. under EIN 37-0724142 and plan number 002. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$10.3MReported net assets$10,321,074
Participants162
Provider compensation$66.6K4 Schedule C row(s)$66,579
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240701122059NAL0003802481001
Plan sponsor
Capitol Group, Inc.
EIN
37-0724142
Plan number
002
Location
Springfield, IL
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$10.3M total assets
Net assets$10.3MLiabilities$0
Money in vs. money out
Total income / additions$3.8M
Total expenses$607.9K
Benefits paid / distributions$559.6K
Contributions
Employer$334.1K
Participant$648.7K
Full reported line items
Total assets (EOY)
$10,321,074
Total liabilities (EOY)
$0
Net assets (EOY)
$10,321,074
Employer contributions
$334,084
Participant contributions
$648,680
Total income / additions
$3,822,656
Benefits paid
$559,623
Administrative expenses
$48,313
Total expenses
$607,936
Net increase / (decrease)
$3,214,720
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    CONTRACT ADMINISTRATOR · Direct $38.6K · Indirect $0
  2. 2
    OTHER SERVICES · Direct $0 · Indirect $18.3K
  3. 3
    ACCOUNTANT · Direct $9.8K
  4. 4
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240701122059NAL0003802481001 cover?
It is the 2023 Form 5500 filing for The Capitol Group, Inc. 401(K) Plan, reported by Capitol Group, Inc. (EIN 37-0724142).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages