2023 Form 5500 filing — Capitol-Husting Company Inc. Savings And Retirement Plan And Trust
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 20240711112134NAL0010333955001) for Capitol-Husting Company Inc. Savings And Retirement Plan And Trust, reported by Capitol-Husting Company Inc. under EIN 39-0363870 and plan number 002. It reports 205 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240711112134NAL0010333955001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capitol-Husting Company Inc.
- EIN
- 39-0363870
- Plan number
- 002
- Location
- Milwaukee, WI
- Participants
- 205
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,528,757
- Net assets (EOY)
- $19,528,757
- Employer contributions
- $505,345
- Participant contributions
- $917,005
- Total income / additions
- $4,113,895
- Benefits paid
- $1,170,256
- Administrative expenses
- $58,454
- Total expenses
- $1,240,895
- Net increase / (decrease)
- $2,873,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $26,176 | not reported in the loaded dataset |
| Denali Wealth Management | INVESTMENT ADVISOR | $17,311 | not reported in the loaded dataset |
| Blue Chip Retirement Plans, Inc. | CONTRACT ADMIN | $3,750 | $10,000 |