2023 Form 5500 filing — The Capper Foundation 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 20241011164713NAL0011195587001) for The Capper Foundation Retirement Plan, reported by The Capper Foundation under EIN 48-0543745 and plan number 002. It reports 261 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011164713NAL0011195587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- The Capper Foundation
- EIN
- 48-0543745
- Plan number
- 002
- Location
- Topeka, KS
- Participants
- 261
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,468,870
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,468,870
- Employer contributions
- $83,918
- Participant contributions
- $208,262
- Total income / additions
- $697,672
- Benefits paid
- $827,722
- Administrative expenses
- $11,027
- Total expenses
- $838,749
- Net increase / (decrease)
- -$141,077
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Cpi Qualified Plan Consultants | NONE | $10,528 | not reported in the loaded dataset |