Plan5500

Capital Consultants Management Corporation 401(K) Salary Reduction — Form 5500 plan (Capital Consultants Management Corporation)

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, Capital Consultants Management Corporation 401(K) Salary Reduction is a benefit plan reported by Capital Consultants Management Corporation under EIN 75-2269391 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,119 participants and $18,759,758 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$18.8MPlan net assets, end of year$18,759,758
Participants1.1KCovered participants reported1,119
Assets / participant$16.8KComputed: assets ÷ participants$16,765 (computed)
Provider compensation$178.4K3 Schedule C provider row(s)$178,446
Plan sponsor
Capital Consultants Management Corporation
EIN
75-2269391
Plan number
001
Plan type
2
Location
Scottsdale, AZ
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,119 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$18.8M total assets
Net assets$18.8MLiabilities$0
Money in vs. money out
Total income / additions$5.7M
Total expenses$5.4M
Benefits paid / distributions$5.3M
Contributions
Employer$551.1K
Participant$2.7M
Full reported line items

Net assets

Total assets (EOY)
$18,759,758
Total liabilities (EOY)
$0
Net assets (EOY)
$18,759,758
Net assets (BOY)
$18,478,947

Income & contributions

Employer contributions
$551,053
Participant contributions
$2,710,375
Total contributions
$3,403,455
Total income / additions
$5,709,098

Expenses & distributions

Benefits paid
$5,302,464
Administrative expenses
$121,773
Total expenses
$5,428,287
Net increase / (decrease)
$280,811
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 17%Participant 83%
Total expenses ÷ net assets29%Computed ratio
Benefits paid ÷ total income93%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$120.2K
    CONTRACT ADMINISTRATOR · Direct $120.2K · Indirect $0
  2. 2
    Global Retirement Partners LLC$56.7K
    INVESTMENT ADVISORY · Direct $0 · Indirect $56.7K
  3. 3
    John Hancock$1.5K
    RETAINED BY EMPLOYER · Direct $1.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Capital Consultants Management Corporation 401(K) Salary Reduction?
Capital Consultants Management Corporation 401(K) Salary Reduction is reported as sponsored by Capital Consultants Management Corporation (EIN 75-2269391, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Capital Consultants Management Corporation 401(K) Salary Reduction?
The latest Form 5500 filing year loaded for Capital Consultants Management Corporation 401(K) Salary Reduction is 2023.
How many participants does Capital Consultants Management Corporation 401(K) Salary Reduction report?
Capital Consultants Management Corporation 401(K) Salary Reduction reports 1,119 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Capital Consultants Management Corporation 401(K) Salary Reduction?
Capital Consultants Management Corporation 401(K) Salary Reduction reports $18,759,758 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages