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, Cap Group 401k is a benefit plan reported by Bedford Machine And Tool, Inc. under EIN 35-1723488 and plan number 001. The latest loaded filing year is 2023. The filing reports 361 participants and $6,700,508 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $6,700,508
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $6,700,508
- Net assets (BOY)
- $5,929,137
Income & contributions
- Employer contributions
- $191,629
- Participant contributions
- $933,639
- Total contributions
- $1,149,485
- Total income / additions
- $1,989,646
Expenses & distributions
- Benefits paid
- $1,153,347
- Administrative expenses
- $39,067
- Total expenses
- $1,218,275
- Net increase / (decrease)
- $771,371