2023 Form 5500 filing — Cap Group 401k
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 20241001124829NAL0003258003001) for Cap Group 401k, reported by Bedford Machine And Tool, Inc. under EIN 35-1723488 and plan number 001. It reports 361 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001124829NAL0003258003001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Bedford Machine And Tool, Inc.
- EIN
- 35-1723488
- Plan number
- 001
- Location
- Bedford, IN
- Participants
- 361
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,700,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,700,508
- Employer contributions
- $191,629
- Participant contributions
- $933,639
- Total income / additions
- $1,989,646
- Benefits paid
- $1,153,347
- Administrative expenses
- $39,067
- Total expenses
- $1,218,275
- Net increase / (decrease)
- $771,371
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RECORDKEEPER | $24,213 | $0 |
| Northwestern Mutual Wealth Manageme | FINANCIAL SERVICES | $14,853 | not reported in the loaded dataset |