2023 Form 5500 filing — Capform, Inc. 401(K) Retirement 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 20240923120345NAL0021017458001) for Capform, Inc. 401(K) Retirement Plan, reported by Capform, Inc. under EIN 75-1677890 and plan number 001. It reports 736 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)$6.6MReported net assets$6,590,654
Participants736
Provider compensation$22.3K2 Schedule C row(s)$22,274
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20240923120345NAL0021017458001
Plan sponsor
Capform, Inc.
EIN
75-1677890
Plan number
001
Location
Carrollton, TX
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)$6.6M total assets
Net assets$6.6MLiabilities$11.5K
Money in vs. money out
Total income / additions$1.2M
Total expenses$748K
Benefits paid / distributions$725.8K
Contributions
Employer$33.1K
Participant$355.8K
Full reported line items
Total assets (EOY)
$6,602,135
Total liabilities (EOY)
$11,481
Net assets (EOY)
$6,590,654
Employer contributions
$33,090
Participant contributions
$355,799
Total income / additions
$1,248,480
Benefits paid
$725,765
Administrative expenses
$22,274
Total expenses
$748,039
Net increase / (decrease)
$500,441
Schedule C

Reported service provider compensation

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

  1. 1
    NONE · Direct $17.9K
  2. 2
    INVESTMENT COMPANY · Direct $4.4K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240923120345NAL0021017458001 cover?
It is the 2023 Form 5500 filing for Capform, Inc. 401(K) Retirement Plan, reported by Capform, Inc. (EIN 75-1677890).
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