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CAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST 401k Plan overview

Plan NameCAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST
Plan identification number 001

CAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CAPE COD HOLIDAY ESTATES CONDOMI has sponsored the creation of one or more 401k plans.

Company Name:CAPE COD HOLIDAY ESTATES CONDOMI
Employer identification number (EIN):042856047
NAIC Classification:721110
NAIC Description:Hotels (except Casino Hotels) and Motels

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01NICK RICE2024-09-01
0012022-01-01SHIRLEY HORNER2023-09-20
0012020-10-01DEBORAH PACKARD2021-08-23

Financial Data on CAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST

Measure Date Value
2025 : CAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-18110
Net assets as of the end of the plan year2025-07-1832892
Total assets as of the beginning of the plan year2025-07-1815087
Value of plan covered by a fidelity bond2025-07-182000
Participant contributions to plan in this plan year2025-07-1810329
Other income to plan in this plan year2025-07-182652
Plan net income in this plan year2025-07-1817805
Net assets as of the end of the plan year2025-07-1832892
Net assets as of the beginning of the plan year2025-07-1815087
Employer contributions to plan in this plan year2025-07-184934
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-18110
2024 : CAPE COD HOLIDAY ESTATES CONDOMINIUM TRUST 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-014671
Net assets as of the end of the plan year2024-09-0115087
Total assets as of the beginning of the plan year2024-09-014686
Value of plan covered by a fidelity bond2024-09-011000
Participant contributions to plan in this plan year2024-09-018130
Other income to plan in this plan year2024-09-011745
Plan net income in this plan year2024-09-0110401
Net assets as of the end of the plan year2024-09-0115087
Net assets as of the beginning of the plan year2024-09-014686
Employer contributions to plan in this plan year2024-09-015197
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-0191

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