2023 Form 5500 filing — Capital Properties Services, 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 20250404100856NAL0006759523001) for Capital Properties Services, LLC 401(K) Plan, reported by Capital Properties Services, LLC under EIN 20-1608689 and plan number 002. It reports 566 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)$19.3MReported net assets$19,251,833
Participants566
Provider compensation$100.3K3 Schedule C row(s)$100,254
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250404100856NAL0006759523001
- Plan sponsor
- Capital Properties Services, LLC
- EIN
- 20-1608689
- Plan number
- 002
- Location
- New York, NY
- 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)$19.3M total assets
Net assets$19.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $19,251,833
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,251,833
- Employer contributions
- $543,275
- Participant contributions
- $1,398,333
- Total income / additions
- $4,835,647
- Benefits paid
- $3,103,082
- Administrative expenses
- $100,254
- Total expenses
- $3,203,336
- Net increase / (decrease)
- $1,632,311
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $50,983 | $0 |
| Citrin Cooperman & Co, Llp | ACCOUNTANT/AUDITOR | $25,000 | not reported in the loaded dataset |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISOR | $24,271 | not reported in the loaded dataset |