Cape Air/Nantucket Airlines Ksop Retirement Plan — Form 5500 plan (Cape Air/Nantucket Airlines)
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 Air/Nantucket Airlines Ksop Retirement Plan is a benefit plan reported by Cape Air/Nantucket Airlines under EIN 04-3005476 and plan number 001. The latest loaded filing year is 2023. The filing reports 894 participants and $32,588,499 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cape Air/Nantucket Airlines
- EIN
- 04-3005476
- Plan number
- 001
- Plan type
- 2
- Location
- Hyannis, MA
- Latest filing year
- 2023
- Participants
- 894
- End-of-year plan assets
- $32,588,499
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 894 | H, C | 20241014140326NAL0052585858001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $32,588,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $32,588,499
- Net assets (BOY)
- $28,044,043
Income & contributions
- Employer contributions
- $534,606
- Participant contributions
- $1,741,307
- Total contributions
- $2,306,992
- Total income / additions
- $7,275,638
Expenses & distributions
- Benefits paid
- $2,640,493
- Administrative expenses
- $90,689
- Total expenses
- $2,731,182
- Net increase / (decrease)
- $4,544,456
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $90,359 | $0 | 2023 |