Capital Care, Inc. 401(K) Plan — Form 5500 plan (Capital Care, 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 Care, Inc. 401(K) Plan is a benefit plan reported by Capital Care, Inc. under EIN 20-2187349 and plan number 001. The latest loaded filing year is 2023. The filing reports 608 participants and $4,853,545 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$4.9MPlan net assets, end of year$4,853,545
Participants608Covered participants reported
Assets / participant$8KComputed: assets ÷ participants$7,983 (computed)
Provider compensation$16.5K2 Schedule C provider row(s)$16,488
- Plan sponsor
- Capital Care, Inc.
- EIN
- 20-2187349
- Plan number
- 001
- Plan type
- 2
- Location
- Silver Springs, MD
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 608 | H, C | 20241015133607NAL0048157984001 |
Schedule H · 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)$4.9M total assets
Net assets$4.9MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $4,853,545
- Net assets (EOY)
- $4,853,545
- Net assets (BOY)
- $3,974,666
Income & contributions
- Employer contributions
- $122,561
- Participant contributions
- $430,082
- Total contributions
- $552,643
- Total income / additions
- $1,173,612
Expenses & distributions
- Benefits paid
- $269,277
- Administrative expenses
- $24,478
- Total expenses
- $294,733
- Net increase / (decrease)
- $878,879
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.
22%78%
Employer 22%Participant 78%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Axa Advisors, LLC | INVESTMENT ADVISORY | $10,544 | $0 | 2023 |
| Nova 401(K) Associates | CONTRACT ADMIN | $3,875 | $2,069 | 2023 |