Capreit 401(K) Plan — Form 5500 plan (Capreit Operating Limited Partne)
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, Capreit 401(K) Plan is a benefit plan reported by Capreit Operating Limited Partne under EIN 52-2064504 and plan number 001. The latest loaded filing year is 2023. The filing reports 503 participants and $15,802,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capreit Operating Limited Partne
- EIN
- 52-2064504
- Plan number
- 001
- Plan type
- 2
- Location
- North Bethesda, MD
- Latest filing year
- 2023
- Participants
- 503
- End-of-year plan assets
- $15,802,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 503 | H, C | 20250623140306NAL0009266352001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $15,802,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $15,802,384
- Net assets (BOY)
- $14,342,817
Income & contributions
- Employer contributions
- $580,446
- Participant contributions
- $1,524,426
- Total contributions
- $2,130,252
- Total income / additions
- $4,373,888
Expenses & distributions
- Benefits paid
- $2,807,517
- Administrative expenses
- $86,107
- Total expenses
- $2,914,321
- Net increase / (decrease)
- $1,459,567
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $60,581 | $0 | 2023 |
| Qp Consulting, LLC | INVESTMENT/FINANCIAL ADVI | $25,000 | $0 | 2023 |
| Adp Broker-Dealer | RECORD KEEPER | $0 | $0 | 2023 |