Capell & Howard Pc 401(K) Profit Sharing Plan & Trust — Form 5500 plan (Capell & Howard Pc)
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, Capell & Howard Pc 401(K) Profit Sharing Plan & Trust is a benefit plan reported by Capell & Howard Pc under EIN 63-0593542 and plan number 001. The latest loaded filing year is 2023. The filing reports 62 participants and $35,317,951 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capell & Howard Pc
- EIN
- 63-0593542
- Plan number
- 001
- Plan type
- 2
- Location
- Montgomery, AL
- Latest filing year
- 2023
- Participants
- 62
- End-of-year plan assets
- $35,317,951
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 62 | I | 20240930113947NAL0002590979001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $35,317,951
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $35,317,951
- Net assets (BOY)
- $30,585,734
Income & contributions
- Employer contributions
- $466,829
- Participant contributions
- $468,366
- Total income / additions
- $6,236,636
Expenses & distributions
- Benefits paid
- $1,497,529
- Administrative expenses
- $5,711
- Total expenses
- $1,504,419
- Net increase / (decrease)
- $4,732,217
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.