Cape Abilities, Inc. 403(B) Defined Contribution/Tax Sheltered Annuity Plan — Form 5500 plan (Cape Abilities, 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, Cape Abilities, Inc. 403(B) Defined Contribution/Tax Sheltered Annuity Plan is a benefit plan reported by Cape Abilities, Inc. under EIN 04-2453166 and plan number 001. The latest loaded filing year is 2023. The filing reports 354 participants and $6,716,883 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Abilities, Inc.
- EIN
- 04-2453166
- Plan number
- 001
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 354
- End-of-year plan assets
- $6,716,883
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 354 | H | 20241004090117NAL0020072416001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,716,883
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,716,883
- Net assets (BOY)
- $5,389,404
Income & contributions
- Employer contributions
- $178,634
- Participant contributions
- $349,574
- Total contributions
- $865,365
- Total income / additions
- $1,624,946
Expenses & distributions
- Benefits paid
- $297,142
- Administrative expenses
- $325
- Total expenses
- $297,467
- Net increase / (decrease)
- $1,327,479
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.