2023 Form 5500 filing — Cape Abilities, Inc. 403(B) Defined Contribution/Tax Sheltered Annuity 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 20241004090117NAL0020072416001) for Cape Abilities, Inc. 403(B) Defined Contribution/Tax Sheltered Annuity Plan, reported by Cape Abilities, Inc. under EIN 04-2453166 and plan number 001. It reports 354 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

EFAST2 acknowledgement
20241004090117NAL0020072416001
Filing year
2023
Form type
2
Plan sponsor
Cape Abilities, Inc.
EIN
04-2453166
Plan number
001
Location
Hyannis, MA
Participants
354
Schedules available
Schedule H
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$6,716,883
Total liabilities (EOY)
$0
Net assets (EOY)
$6,716,883
Employer contributions
$178,634
Participant contributions
$349,574
Total income / additions
$1,624,946
Benefits paid
$297,142
Administrative expenses
$325
Total expenses
$297,467
Net increase / (decrease)
$1,327,479
Schedule source
Schedule H

Related Form 5500 pages