The Cape Cod Five Cents Savings Bank 401(K) Plan — Form 5500 plan (The Cape Cod Five Cents Savings Bank)
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, The Cape Cod Five Cents Savings Bank 401(K) Plan is a benefit plan reported by The Cape Cod Five Cents Savings Bank under EIN 04-1149070 and plan number 002. The latest loaded filing year is 2023. The filing reports 730 participants and $115,511,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- The Cape Cod Five Cents Savings Bank
- EIN
- 04-1149070
- Plan number
- 002
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 730
- End-of-year plan assets
- $115,511,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 730 | H, C | 20240917132624NAL0006289762001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,511,164
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,511,164
- Net assets (BOY)
- $102,478,009
Income & contributions
- Employer contributions
- $3,920,110
- Participant contributions
- $4,811,025
- Total contributions
- $9,050,628
- Total income / additions
- $25,802,655
Expenses & distributions
- Benefits paid
- $12,775,385
- Administrative expenses
- -$5,885
- Total expenses
- $12,769,500
- Net increase / (decrease)
- $13,033,155
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Capfinancial Securities LLC | INVESTMENT ADVISOR | $74,974 | not reported in the loaded dataset | 2023 |
| Wolf & Company, P.C. | ACCOUNTANT/AUDITOR | $17,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$97,859 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Cape Cod Five Cents Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Hyannis, MA
- Capfinancial Securities LLC — Schedule C compensation
- Wolf & Company, P.C. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation