2023 Form 5500 filing — Cap Services, 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 20240920114851NAL0007437953001) for Cap Services, Inc. 401(K) Plan, reported by Cap Services, Inc. under EIN 39-1080897 and plan number 002. It reports 303 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)$7.6MReported net assets$7,605,567
Participants303
Provider compensation$46.2K2 Schedule C row(s)$46,181
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240920114851NAL0007437953001
Plan sponsor
Cap Services, Inc.
EIN
39-1080897
Plan number
002
Location
Stevens Point, WI
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)$7.6M total assets
Net assets$7.6MLiabilities$0
Money in vs. money out
Total income / additions$2.3M
Total expenses$523.5K
Benefits paid / distributions$477.3K
Contributions
Employer$343.1K
Participant$473.1K
Full reported line items
Total assets (EOY)
$7,605,567
Total liabilities (EOY)
$0
Net assets (EOY)
$7,605,567
Employer contributions
$343,117
Participant contributions
$473,055
Total income / additions
$2,259,697
Benefits paid
$477,311
Administrative expenses
$46,181
Total expenses
$523,492
Net increase / (decrease)
$1,736,205
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct $27.1K · Indirect $0
  2. 2
    ADVISOR · Direct $19.1K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240920114851NAL0007437953001 cover?
It is the 2023 Form 5500 filing for Cap Services, Inc. 401(K) Plan, reported by Cap Services, Inc. (EIN 39-1080897).
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