2023 Form 5500 filing — Capital Realty Group Inc 401(K) Profit Sharing Plan & Trust
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 20241015152131NAL0016735011004) for Capital Realty Group Inc 401(K) Profit Sharing Plan & Trust, reported by Capital Realty Group Inc under EIN 20-1127702 and plan number 001. It reports 449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152131NAL0016735011004
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capital Realty Group Inc
- EIN
- 20-1127702
- Plan number
- 001
- Location
- Spring Valley, NY
- Participants
- 449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,394,343
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,394,343
- Employer contributions
- $255,889
- Participant contributions
- $416,428
- Total income / additions
- $1,191,342
- Benefits paid
- $336,556
- Administrative expenses
- $23,249
- Total expenses
- $365,286
- Net increase / (decrease)
- $826,056
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lincoln National Corporation | SERVICE PROVIDER | $19,348 | $0 |
| Ascensus C/O Future Plan | THIRD PARTY ADMINISTRATOR | $1,225 | $11,026 |