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CAPE COD VACUUM 401K PLAN 401k Plan overview

Plan NameCAPE COD VACUUM 401K PLAN
Plan identification number 003

CAPE COD VACUUM 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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 VACUUM, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPE COD VACUUM, INC.
Employer identification number (EIN):263859488
NAIC Classification:452300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPE COD VACUUM 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01MARCIE LEACH2024-05-16
0032022-01-01MARCIE LEACH2023-05-04
0032021-01-01MARCIE LEACH2022-05-20
0032020-01-01MARCIE LEACH2021-03-17
0032019-01-01MARCIE LEACH2020-05-08
0032018-01-01MARCIE LEACH2019-04-22
0032017-01-01MARCIE LEACH2018-09-19
0032016-01-01MARCIE LEACH2017-08-24
0032015-01-01MARCIE LEACH2016-06-23
0032014-01-01MARCIE LEACH2015-08-20
0032013-01-01MARCIE LEACH2014-06-18
0032012-04-01MARCIE LEACH2013-07-11
0032011-04-01BRIAN ROLLER2013-01-14
0032010-04-01MARCIE LEACH2011-10-31

Financial Data on CAPE COD VACUUM 401K PLAN

Measure Date Value
2025 : CAPE COD VACUUM 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-029587
Net assets as of the end of the plan year2025-07-0228748
Total assets as of the beginning of the plan year2025-07-0228035
Value of plan covered by a fidelity bond2025-07-0220000
Participant contributions to plan in this plan year2025-07-026132
Other expenses paid from plan in this plan year2025-07-02738
Other income to plan in this plan year2025-07-024168
Plan net income in this plan year2025-07-02713
Net assets as of the end of the plan year2025-07-0228748
Net assets as of the beginning of the plan year2025-07-0228035
2024 : CAPE COD VACUUM 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-05-1673785
Net assets as of the end of the plan year2024-05-1628035
Total assets as of the beginning of the plan year2024-05-1689965
Value of plan covered by a fidelity bond2024-05-1620000
Participant contributions to plan in this plan year2024-05-166298
Value of participant loans at end of plan year2024-05-160
Other expenses paid from plan in this plan year2024-05-161510
Other income to plan in this plan year2024-05-165557
Plan net income in this plan year2024-05-16-61930
Net assets as of the end of the plan year2024-05-1628035
Net assets as of the beginning of the plan year2024-05-1689965
2022 : CAPE COD VACUUM 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-05-2038516
Net assets as of the end of the plan year2022-05-2092149
Total assets as of the beginning of the plan year2022-05-20111624
Value of plan covered by a fidelity bond2022-05-2020000
Participant contributions to plan in this plan year2022-05-208025
Value of participant loans at end of plan year2022-05-201179
Other expenses paid from plan in this plan year2022-05-201754
Other income to plan in this plan year2022-05-2011016
Plan net income in this plan year2022-05-20-19475
Net assets as of the end of the plan year2022-05-2092149
Net assets as of the beginning of the plan year2022-05-20111624

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