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CAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPE COD ASSOC LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPE COD ASSOC LLC
Employer identification number (EIN):043424805
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01KATHLEEN ESPOSITO2024-05-29
0012022-01-01LISA PALMER2023-03-30
0012021-01-01LISA PALMER2022-06-29
0012020-01-01LISA PALMER2021-06-02
0012019-01-01LISA PALMER2020-07-08
0012018-01-01LISA PALMER2019-03-14
0012017-01-01LISA BRUN2018-04-30
0012016-01-01LISA PALMER2017-06-23
0012015-01-01LISA BRUN2016-10-13
0012014-01-01LISA BRUN2015-07-09
0012013-01-01LISA BRUN2014-05-02
0012012-01-01CAPE COD ASSOC LLC2013-06-26
0012011-01-01CAPE COD ASSOC LLC2012-05-22
0012010-01-01CAPE COD ASSOC LLC2012-05-22

Financial Data on CAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-070
Total liabilities as of the end of the plan year2025-04-070
Total liabilities as of the beginning of the plan year2025-04-070
Total expenses incurred by plan in this plan year2025-04-0719378
Net assets as of the end of the plan year2025-04-07193687
Total assets as of the beginning of the plan year2025-04-07152001
Value of plan covered by a fidelity bond2025-04-0720000
Participant contributions to plan in this plan year2025-04-0738163
Value of participant loans at end of plan year2025-04-074262
Other expenses paid from plan in this plan year2025-04-070
Other contributions to plan in this plan year2025-04-070
Other income to plan in this plan year2025-04-0720671
Plan net income in this plan year2025-04-0741686
Net assets as of the end of the plan year2025-04-07193687
Net assets as of the beginning of the plan year2025-04-07152001
Employer contributions to plan in this plan year2025-04-072230
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-072622
2024 : CAPE COD ASSOC LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-290
Total liabilities as of the end of the plan year2024-05-290
Total liabilities as of the beginning of the plan year2024-05-290
Total expenses incurred by plan in this plan year2024-05-29208243
Net assets as of the end of the plan year2024-05-29152001
Total assets as of the beginning of the plan year2024-05-29295164
Value of plan covered by a fidelity bond2024-05-2929516
Participant contributions to plan in this plan year2024-05-2923463
Value of participant loans at end of plan year2024-05-2925898
Other expenses paid from plan in this plan year2024-05-290
Other contributions to plan in this plan year2024-05-297529
Other income to plan in this plan year2024-05-2934088
Plan net income in this plan year2024-05-29-143163
Net assets as of the end of the plan year2024-05-29152001
Net assets as of the beginning of the plan year2024-05-29295164
Employer contributions to plan in this plan year2024-05-290
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-292932

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