2023 Form 5500 filing — Captivate, LLC 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 20241004051616NAL0010972273001) for Captivate, LLC 401(K) Plan, reported by Captivate, LLC under EIN 46-3207027 and plan number 001. It reports 147 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)$12.7MReported net assets$12,701,773
Participants147
Provider compensation$28.6K3 Schedule C row(s)$28,649
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241004051616NAL0010972273001
- Plan sponsor
- Captivate, LLC
- EIN
- 46-3207027
- Plan number
- 001
- Location
- Lowell, MA
- Received date
- not reported in the loaded dataset
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)$12.7M total assets
Net assets$12.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $12,701,773
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $12,701,773
- Employer contributions
- $450,173
- Participant contributions
- $890,565
- Total income / additions
- $3,212,738
- Benefits paid
- $619,974
- Administrative expenses
- $28,650
- Total expenses
- $648,624
- Net increase / (decrease)
- $2,564,114
Schedule C
Reported service provider compensation
Compensation reported on the 2023 filing, ranked by reported total.
- 1
- 2
- 3