Capitol Valley Electric, LLC 401(K) Psp-2 — Form 5500 plan (Capitol Valley Electric, 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, Capitol Valley Electric, LLC 401(K) Psp-2 is a benefit plan reported by Capitol Valley Electric, LLC under EIN 87-2964267 and plan number 002. The latest loaded filing year is 2023. The filing reports 148 participants and $1,246,294 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,246,294
Participants148Covered participants reported
Assets / participant$8.4KComputed: assets ÷ participants$8,421 (computed)
Provider compensation$4501 Schedule C provider row(s)
Plan sponsor
Capitol Valley Electric, LLC
EIN
87-2964267
Plan number
002
Plan type
2
Location
Sacramento, CA
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
    148 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)$1.2M total assets
Net assets$1.2MLiabilities$0
Money in vs. money out
Total income / additions$525.9K
Total expenses$201.3K
Benefits paid / distributions$198.8K
Contributions
Employer$358.2K
Participant$44K
Full reported line items

Net assets

Total assets (EOY)
$1,246,294
Total liabilities (EOY)
$0
Net assets (EOY)
$1,246,294
Net assets (BOY)
$921,748

Income & contributions

Employer contributions
$358,178
Participant contributions
$43,994
Total contributions
$402,172
Total income / additions
$525,858

Expenses & distributions

Benefits paid
$198,828
Administrative expenses
$2,484
Total expenses
$201,312
Net increase / (decrease)
$324,546
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 89%Participant 11%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income38%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    INVESTMENT COMPANY · Direct $450 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Capitol Valley Electric, LLC 401(K) Psp-2?
Capitol Valley Electric, LLC 401(K) Psp-2 is reported as sponsored by Capitol Valley Electric, LLC (EIN 87-2964267, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Capitol Valley Electric, LLC 401(K) Psp-2?
The latest Form 5500 filing year loaded for Capitol Valley Electric, LLC 401(K) Psp-2 is 2023.
How many participants does Capitol Valley Electric, LLC 401(K) Psp-2 report?
Capitol Valley Electric, LLC 401(K) Psp-2 reports 148 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Capitol Valley Electric, LLC 401(K) Psp-2?
Capitol Valley Electric, LLC 401(K) Psp-2 reports $1,246,294 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