Capital District Beginnings, Inc. Profit Sharing Plan — Form 5500 plan (Capital District Beginnings, 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 District Beginnings, Inc. Profit Sharing Plan is a benefit plan reported by Capital District Beginnings, Inc. under EIN 14-1653112 and plan number 001. The latest loaded filing year is 2023. The filing reports 211 participants and $9,220,446 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital District Beginnings, Inc.
- EIN
- 14-1653112
- Plan number
- 001
- Plan type
- 2
- Location
- East Greenbush, NY
- Latest filing year
- 2023
- Participants
- 211
- End-of-year plan assets
- $9,220,446
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 211 | H, C | 20250220114112NAL0008799472001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,220,446
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,220,446
- Net assets (BOY)
- $9,164,392
Income & contributions
- Employer contributions
- $190,612
- Participant contributions
- $382,226
- Total contributions
- $577,130
- Total income / additions
- $1,873,356
Expenses & distributions
- Benefits paid
- $1,777,983
- Administrative expenses
- $40,222
- Total expenses
- $1,817,302
- Net increase / (decrease)
- $56,054
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Life & Annuity Ins Co Of Ny | RECORDKEEPER | $37,401 | $0 | 2023 |
| Equitable Advisors LLC | BROKER/ADVISOR | $0 | $21,705 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,061 | not reported in the loaded dataset | 2023 |
| Teal, Becker & Chiaramonte, Cpas Pc | CONTRACT ADMIN/TPA | $860 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capital District Beginnings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in East Greenbush, NY
- Empower Life & Annuity Ins Co Of Ny — Schedule C compensation
- Equitable Advisors LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Teal, Becker & Chiaramonte, Cpas Pc — Schedule C compensation