Sba Defined Contribution Plan For Capital Center, — Form 5500 plan (Capital Center, LLC)

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, Sba Defined Contribution Plan For Capital Center, is a benefit plan reported by Capital Center, LLC under EIN 54-1862878 and plan number 001. The latest loaded filing year is 2023. The filing reports 341 participants and $8,231,305 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capital Center, LLC
EIN
54-1862878
Plan number
001
Plan type
2
Location
Glen Allen, VA
Latest filing year
2023
Participants
341
End-of-year plan assets
$8,231,305

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023341H, C20241014100615NAL0025888241001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$8,231,305
Total liabilities (EOY)
$0
Net assets (EOY)
$8,231,305
Net assets (BOY)
$6,968,982

Income & contributions

Employer contributions
$244,891
Participant contributions
$475,945
Total contributions
$720,836
Total income / additions
$2,205,255

Expenses & distributions

Benefits paid
$861,799
Administrative expenses
$55,498
Total expenses
$942,932
Net increase / (decrease)
$1,262,323

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$37,458$02023
Vba Benefits CorporationSERVICE PROVIDER$18,003$02023

Related Form 5500 pages