Capital Tile/Rumford Stone 401(K) Plan — Form 5500 plan (Capital Tile & Marble Co., Inc.)

Plain-English plan 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, Capital Tile/Rumford Stone 401(K) Plan is a benefit plan reported by Capital Tile & Marble Co., Inc. under EIN 02-0522588 and plan number 001. The latest loaded filing year is 2023. The filing reports 88 participants and $3,981,536 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$4MPlan net assets, end of year$3,981,536
Participants88Covered participants reported
Assets / participant$45.2KComputed: assets ÷ participants$45,245 (computed)
Provider compensationNone reported
Plan sponsor
Capital Tile & Marble Co., Inc.
EIN
02-0522588
Plan number
001
Plan type
2
Location
Bow, NH
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202388I20241014073421NAL0025664641001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$4M total assets
Net assets$4MLiabilities$0
Money in vs. money out
Total income / additions$736.8K
Total expenses$364K
Benefits paid / distributions$362.8K
Contributions
Employer$32.5K
Participant$163.4K
Full reported line items

Net assets

Total assets (EOY)
$3,981,536
Total liabilities (EOY)
$0
Net assets (EOY)
$3,981,536
Net assets (BOY)
$3,608,773

Income & contributions

Employer contributions
$32,514
Participant contributions
$163,406
Total income / additions
$736,754

Expenses & distributions

Benefits paid
$362,823
Administrative expenses
$1,168
Total expenses
$363,991
Net increase / (decrease)
$372,763
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income49%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages