2023 Form 5500 filing — Capital Consultants, Inc. Employee Profit Sharing 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 20241009081928NAL0037249778001) for Capital Consultants, Inc. Employee Profit Sharing Plan, reported by Capital Consultants, Inc. under EIN 38-1811650 and plan number 002. It reports 166 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)$19.9MReported net assets$19,850,797
Participants166
Provider compensationNone reported1 Schedule C row(s)
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241009081928NAL0037249778001
Plan sponsor
Capital Consultants, Inc.
EIN
38-1811650
Plan number
002
Location
Lansing, MI
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)$19.9M total assets
Net assets$19.9MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$2.7M
Benefits paid / distributions$2.7M
Contributions
Employer$644.1K
Participant$998.2K
Full reported line items
Total assets (EOY)
$19,850,797
Total liabilities (EOY)
$0
Net assets (EOY)
$19,850,797
Employer contributions
$644,102
Participant contributions
$998,191
Total income / additions
$5,453,376
Benefits paid
$2,732,567
Administrative expenses
-$4,836
Total expenses
$2,734,704
Net increase / (decrease)
$2,718,672
Schedule C

Reported service provider compensation

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

  1. 1
    RECORDKEEPER · Direct -$5K · Indirect $0

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241009081928NAL0037249778001 cover?
It is the 2023 Form 5500 filing for Capital Consultants, Inc. Employee Profit Sharing Plan, reported by Capital Consultants, Inc. (EIN 38-1811650).
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