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CAPE ANN CAPITAL, INC. INDIVIDUAL 401(K) 401k Plan overview

Plan NameCAPE ANN CAPITAL, INC. INDIVIDUAL 401(K)
Plan identification number 001

CAPE ANN CAPITAL, INC. INDIVIDUAL 401(K) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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 ANN CAPITAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPE ANN CAPITAL, INC.
Employer identification number (EIN):043466809
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE ANN CAPITAL, INC. INDIVIDUAL 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01

Financial Data on CAPE ANN CAPITAL, INC. INDIVIDUAL 401(K)

Measure Date Value
2025 : CAPE ANN CAPITAL, INC. INDIVIDUAL 401(K) 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1619613
Net assets as of the end of the plan year2025-07-16799748
Total assets as of the beginning of the plan year2025-07-16651520
Value of plan covered by a fidelity bond2025-07-1625000000
Participant contributions to plan in this plan year2025-07-1629696
Other contributions to plan in this plan year2025-07-1628591
Other income to plan in this plan year2025-07-16109554
Plan net income in this plan year2025-07-16148228
Net assets as of the end of the plan year2025-07-16799748
Net assets as of the beginning of the plan year2025-07-16651520
2024 : CAPE ANN CAPITAL, INC. INDIVIDUAL 401(K) 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-1415919
Net assets as of the end of the plan year2024-06-14651520
Total assets as of the beginning of the plan year2024-06-14538499
Value of plan covered by a fidelity bond2024-06-1425000000
Participant contributions to plan in this plan year2024-06-1428500
Other income to plan in this plan year2024-06-14100440
Plan net income in this plan year2024-06-14113021
Net assets as of the end of the plan year2024-06-14651520
Net assets as of the beginning of the plan year2024-06-14538499
Employer contributions to plan in this plan year2024-06-140

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