2023 Form 5500 filing — The Cape Cod Five Cents Savings Bank 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 20240917132624NAL0006289762001) for The Cape Cod Five Cents Savings Bank 401(K) Plan, reported by The Cape Cod Five Cents Savings Bank under EIN 04-1149070 and plan number 002. It reports 730 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240917132624NAL0006289762001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Cape Cod Five Cents Savings Bank
- EIN
- 04-1149070
- Plan number
- 002
- Location
- Hyannis, MA
- Participants
- 730
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,511,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,511,164
- Employer contributions
- $3,920,110
- Participant contributions
- $4,811,025
- Total income / additions
- $25,802,655
- Benefits paid
- $12,775,385
- Administrative expenses
- -$5,885
- Total expenses
- $12,769,500
- Net increase / (decrease)
- $13,033,155
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Capfinancial Securities LLC | INVESTMENT ADVISOR | $74,974 | not reported in the loaded dataset |
| Wolf & Company, P.C. | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$97,859 | $0 |