Plan5500

Cape Physicians Associates 401(K) Plan — Form 5500 plan (Cape Physicians Associates, Pa)

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 Physicians Associates 401(K) Plan is a benefit plan reported by Cape Physicians Associates, Pa under EIN 22-3172481 and plan number 001. The latest loaded filing year is 2023. The filing reports 275 participants and $16,951,384 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$17MPlan net assets, end of year$16,951,384
Participants275Covered participants reported
Assets / participant$61.6KComputed: assets ÷ participants$61,641 (computed)
Provider compensation$41.7K2 Schedule C provider row(s)$41,720
Plan sponsor
Cape Physicians Associates, Pa
EIN
22-3172481
Plan number
001
Plan type
2
Location
Cape May Court House, NJ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    275 participants · 2Sch HSch C
    View filing →
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)$17M total assets
Net assets$17MLiabilities—
Money in vs. money out
Total income / additions$4.7M
Total expenses$1.7M
Benefits paid / distributions$1.6M
Contributions
Employer$593.7K
Participant$1.2M
Full reported line items

Net assets

Total assets (EOY)
$16,951,384
Net assets (EOY)
$16,951,384
Net assets (BOY)
$13,945,692

Income & contributions

Employer contributions
$593,718
Participant contributions
$1,158,209
Total contributions
$2,229,627
Total income / additions
$4,704,125

Expenses & distributions

Benefits paid
$1,640,244
Administrative expenses
$41,720
Total expenses
$1,698,433
Net increase / (decrease)
$3,005,692
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.

Contribution share (employer vs. participant)
Employer 34%Participant 66%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Transamerica Retirement Solutions$26.7K
    RECORD KEEPER · Direct $26.7K · Indirect $0
  2. 2
    Ubs Financial Services$15.1K
    CONSULTANT · Direct $15.1K

Related Form 5500 pages