Capital City Home Loans 401(K) Plan — Form 5500 plan (Capital City Home Loans)
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 City Home Loans 401(K) Plan is a benefit plan reported by Capital City Home Loans under EIN 20-5356781 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $17,247,346 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capital City Home Loans
- EIN
- 20-5356781
- Plan number
- 001
- Plan type
- 2
- Location
- Lawrenceville, GA
- Latest filing year
- 2023
- Participants
- 258
- End-of-year plan assets
- $17,247,346
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 258 | H, C | 20240722103727NAL0009806529001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,247,346
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $17,247,346
- Net assets (BOY)
- $13,542,521
Income & contributions
- Employer contributions
- $469,613
- Participant contributions
- $1,380,343
- Total contributions
- $2,105,795
- Total income / additions
- $4,707,549
Expenses & distributions
- Benefits paid
- $888,188
- Administrative expenses
- $114,536
- Total expenses
- $1,002,724
- Net increase / (decrease)
- $3,704,825
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Cambridge Wealth Advisors LLC | RETAINED BY EMPLOYER | $83,393 | not reported in the loaded dataset | 2023 |
| John Hancock | RETAINED BY EMPLOYER | $31,143 | $0 | 2023 |