Plan5500

Capspecialty, Inc. 401(K) Plan — Form 5500 plan (Capspecialty, 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, Capspecialty, Inc. 401(K) Plan is a benefit plan reported by Capspecialty, Inc. under EIN 39-1052658 and plan number 002. The latest loaded filing year is 2023. The filing reports 466 participants and $63,695,377 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capspecialty, Inc.
EIN
39-1052658
Plan number
002
Plan type
2
Location
Middleton, WI
Latest filing year
2023
Participants
466
End-of-year plan assets
$63,695,377

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023466H, C20241007212732NAL0009193635001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$63,695,377
Total liabilities (EOY)
$0
Net assets (EOY)
$63,695,377
Net assets (BOY)
$57,410,258

Income & contributions

Employer contributions
$1,937,560
Participant contributions
$3,325,520
Total contributions
$5,497,744
Total income / additions
$15,329,585

Expenses & distributions

Benefits paid
$8,925,304
Administrative expenses
$119,162
Total expenses
$9,044,466
Net increase / (decrease)
$6,285,119

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$119,162$02023
Creative Planning, Inc.INVESTMENT ADVISORY$0$65,1542023

Related Form 5500 pages