2023 Form 5500 filing — Associates Of Cape Cod, Inc. Retirement Savings 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 20240829143144NAL0006510915002) for Associates Of Cape Cod, Inc. Retirement Savings Plan, reported by Associates Of Cape Cod, Inc. under EIN 04-2541505 and plan number 004. It reports 297 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)$27.1MReported net assets$27,122,059

Participants297

Provider compensation$63.2K3 Schedule C row(s)$63,226

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20240829143144NAL0006510915002
Plan sponsor: Associates Of Cape Cod, Inc.
EIN: 04-2541505
Plan number: 004
Location: East Falmouth, 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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$27.1M total assets

Net assets$27.1MLiabilities—

Money in vs. money out

Total income / additions$6.3M

Total expenses$2.5M

Benefits paid / distributions$2.4M

Contributions

Employer$853.7K

Participant$1.5M

Full reported line items

Total assets (EOY): $27,122,059
Net assets (EOY): $27,122,059
Employer contributions: $853,703
Participant contributions: $1,474,461
Total income / additions: $6,300,848
Benefits paid: $2,414,460
Administrative expenses: $63,227
Total expenses: $2,477,687
Net increase / (decrease): $3,823,161

Schedule C

Reported service provider compensation

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

1
Transamerica Retirement Solutions$26K
RECORDKEEPER · Direct $26K · Indirect $0
2
Bank Of America Na$19.1K
INVESTMENT ADVISORY-PLAN · Direct $19.1K
3
Merrill Lynch Retirement & Benefit$18.1K
INVESTMENT ADVISORY-PLAN · Direct $18.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240829143144NAL0006510915002 cover?: It is the 2023 Form 5500 filing for Associates Of Cape Cod, Inc. Retirement Savings Plan, reported by Associates Of Cape Cod, Inc. (EIN 04-2541505).
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).