2023 Form 5500 filing — Cape Cod Lumber Co., Inc. Employee Stock Ownership 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 20240812141728NAL0009420833001) for Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan, reported by Cape Cod Lumber Co., Inc. under EIN 04-2272126 and plan number 004. It reports 101 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$54.2MReported net assets$54,152,694
Participants101
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240812141728NAL0009420833001
Plan sponsor
Cape Cod Lumber Co., Inc.
EIN
04-2272126
Plan number
004
Location
Abington, MA
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 I · 2023

Reported financial snapshot

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

Reported balance (end of year)$71.4M total assets
Net assets$54.2MLiabilities$17.3M
Money in vs. money out
Total income / additions$10.1M
Total expenses$2.6M
Benefits paid / distributions$2.4M
Contributions
Employer$1.1M
Participant$0
Full reported line items
Total assets (EOY)
$71,432,942
Total liabilities (EOY)
$17,280,248
Net assets (EOY)
$54,152,694
Employer contributions
$1,122,266
Participant contributions
$0
Total income / additions
$10,111,232
Benefits paid
$2,350,108
Administrative expenses
$0
Total expenses
$2,643,476
Net increase / (decrease)
$7,467,756

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240812141728NAL0009420833001 cover?
It is the 2023 Form 5500 filing for Cape Cod Lumber Co., Inc. Employee Stock Ownership Plan, reported by Cape Cod Lumber Co., Inc. (EIN 04-2272126).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages