?>
| Plan Name | CAPACITY COMMERCIAL GROUP RETIREMENT |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | CAPACITY COMMERCIAL GROUP, LLC |
| Employer identification number (EIN): | 201004899 |
| NAIC Classification: | 531390 |
| NAIC Description: | Other Activities Related to Real Estate |
Additional information about CAPACITY COMMERCIAL GROUP, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2004-04-01 |
| Company Identification Number: | 21126990 |
| Legal Registered Office Address: |
5300 MEADOWS RD STE 200 LAKE OSWEGO United States of America (USA) 97035 |
More information about CAPACITY COMMERCIAL GROUP, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2024-01-01 | SHERIE SITTON | |||
| 001 | 2023-01-01 | ||||
| 001 | 2023-01-01 | SHERIE SITTON | |||
| 001 | 2022-01-01 | ||||
| 001 | 2022-01-01 | SHERIE SITTON | |||
| 001 | 2021-01-01 | ||||
| 001 | 2021-01-01 | SHERIE SITTON | |||
| 001 | 2020-01-01 | ||||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | SHERIE SITTON | |||
| 001 | 2016-01-01 | SHERIE SITTON | |||
| 001 | 2015-01-01 | SHERIE SITTON | |||
| 001 | 2014-01-01 | SCOTT MADSEN | 2015-04-28 | ||
| 001 | 2013-01-01 | SCOTT MADSEN | 2014-06-09 | ||
| 001 | 2012-01-01 | SCOTT MADSEN | 2013-09-23 | ||
| 001 | 2011-01-01 | SCOTT MADSEN | 2012-07-31 | ||
| 001 | 2010-01-01 | SCOTT MADSEN | 2011-06-10 |
| Measure | Date | Value |
|---|---|---|
| 2023: CAPACITY COMMERCIAL GROUP RETIREMENT 2023 401k membership | ||
| Total participants, beginning-of-year | 2023-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 18 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 3 |
| Total of all active and inactive participants | 2023-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
| Total participants | 2023-01-01 | 21 |
| Number of participants with account balances | 2023-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
| 2022: CAPACITY COMMERCIAL GROUP RETIREMENT 2022 401k membership | ||
| Total participants, beginning-of-year | 2022-01-01 | 32 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3 |
| Total of all active and inactive participants | 2022-01-01 | 19 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
| Total participants | 2022-01-01 | 19 |
| Number of participants with account balances | 2022-01-01 | 19 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
| 2021: CAPACITY COMMERCIAL GROUP RETIREMENT 2021 401k membership | ||
| Total participants, beginning-of-year | 2021-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 30 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 2 |
| Total of all active and inactive participants | 2021-01-01 | 32 |
| Total participants | 2021-01-01 | 32 |
| Number of participants with account balances | 2021-01-01 | 21 |
| 2020: CAPACITY COMMERCIAL GROUP RETIREMENT 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 22 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 2 |
| Total of all active and inactive participants | 2020-01-01 | 24 |
| Total participants | 2020-01-01 | 24 |
| Number of participants with account balances | 2020-01-01 | 17 |
| 2019: CAPACITY COMMERCIAL GROUP RETIREMENT 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 18 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 20 |
| Total participants | 2019-01-01 | 20 |
| Number of participants with account balances | 2019-01-01 | 14 |
| 2018: CAPACITY COMMERCIAL GROUP RETIREMENT 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 2 |
| Total of all active and inactive participants | 2018-01-01 | 17 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 17 |
| Number of participants with account balances | 2018-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: CAPACITY COMMERCIAL GROUP RETIREMENT 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 2 |
| Total of all active and inactive participants | 2017-01-01 | 18 |
| Total participants | 2017-01-01 | 18 |
| Number of participants with account balances | 2017-01-01 | 13 |
| 2016: CAPACITY COMMERCIAL GROUP RETIREMENT 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 19 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 3 |
| Total of all active and inactive participants | 2016-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 18 |
| Number of participants with account balances | 2016-01-01 | 13 |
| 2015: CAPACITY COMMERCIAL GROUP RETIREMENT 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 17 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 15 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
| Total of all active and inactive participants | 2015-01-01 | 19 |
| Total participants | 2015-01-01 | 19 |
| Number of participants with account balances | 2015-01-01 | 15 |
| Measure | Date | Value |
|---|---|---|
| 2023 : CAPACITY COMMERCIAL GROUP RETIREMENT 2023 401k financial data | ||
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $785,199 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $125,711 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $96,392 |
| Total plan assets at end of year | 2023-12-31 | $3,853,984 |
| Total plan assets at beginning of year | 2023-12-31 | $3,194,496 |
| Value of fidelity bond covering the plan | 2023-12-31 | $2,500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $157,587 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2023-12-31 | $0 |
| Other income received | 2023-12-31 | $590,602 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $659,488 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,853,984 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,194,496 |
| Assets. Value of participant loans | 2023-12-31 | $96,682 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $37,010 |
| Value of certain deemed distributions of participant loans | 2023-12-31 | $0 |
| Value of corrective distributions | 2023-12-31 | $1,319 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $28,000 |
| 2022 : CAPACITY COMMERCIAL GROUP RETIREMENT 2022 401k financial data | ||
| Transfers to/from the plan | 2022-12-31 | $0 |
| Total plan liabilities at end of year | 2022-12-31 | $0 |
| Total plan liabilities at beginning of year | 2022-12-31 | $0 |
| Total income from all sources | 2022-12-31 | $-413,628 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $28,051 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $395 |
| Total plan assets at end of year | 2022-12-31 | $3,194,496 |
| Total plan assets at beginning of year | 2022-12-31 | $3,636,175 |
| Value of fidelity bond covering the plan | 2022-12-31 | $2,500,000 |
| Assets. Value of tangible personal property | 2022-12-31 | $0 |
| Total contributions received or receivable from participants | 2022-12-31 | $169,083 |
| Assets. Value of loans (other than to participants) | 2022-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $15,914 |
| Other income received | 2022-12-31 | $-629,341 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-441,679 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $3,194,496 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,636,175 |
| Assets. Value of participant loans | 2022-12-31 | $45,175 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2022-12-31 | $0 |
| Assets. Value of employer securities | 2022-12-31 | $0 |
| Assets. Value of employer real property | 2022-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $30,716 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $456 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $27,200 |
| 2021 : CAPACITY COMMERCIAL GROUP RETIREMENT 2021 401k financial data | ||
| Transfers to/from the plan | 2021-12-31 | $0 |
| Total plan liabilities at end of year | 2021-12-31 | $0 |
| Total plan liabilities at beginning of year | 2021-12-31 | $0 |
| Total income from all sources | 2021-12-31 | $800,417 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $68,996 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $43,781 |
| Total plan assets at end of year | 2021-12-31 | $3,636,175 |
| Total plan assets at beginning of year | 2021-12-31 | $2,904,754 |
| Value of fidelity bond covering the plan | 2021-12-31 | $2,500,000 |
| Assets. Value of tangible personal property | 2021-12-31 | $0 |
| Total contributions received or receivable from participants | 2021-12-31 | $224,595 |
| Assets. Value of loans (other than to participants) | 2021-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $88,716 |
| Other income received | 2021-12-31 | $464,066 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $731,421 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,636,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,904,754 |
| Assets. Value of participant loans | 2021-12-31 | $76,601 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2021-12-31 | $0 |
| Assets. Value of employer securities | 2021-12-31 | $0 |
| Assets. Value of employer real property | 2021-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $23,040 |
| Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of corrective distributions | 2021-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $25,215 |
| 2020 : CAPACITY COMMERCIAL GROUP RETIREMENT 2020 401k financial data | ||
| Transfers to/from the plan | 2020-12-31 | $0 |
| Total plan liabilities at end of year | 2020-12-31 | $0 |
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $546,064 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $136,523 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $116,386 |
| Total plan assets at end of year | 2020-12-31 | $2,904,754 |
| Total plan assets at beginning of year | 2020-12-31 | $2,495,213 |
| Value of fidelity bond covering the plan | 2020-12-31 | $2,500,000 |
| Assets. Value of tangible personal property | 2020-12-31 | $0 |
| Total contributions received or receivable from participants | 2020-12-31 | $152,721 |
| Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $378,943 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $409,541 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,904,754 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,495,213 |
| Assets. Value of participant loans | 2020-12-31 | $135,732 |
| Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
| Assets. Value of employer securities | 2020-12-31 | $0 |
| Assets. Value of employer real property | 2020-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $14,400 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $20,137 |
| 2019 : CAPACITY COMMERCIAL GROUP RETIREMENT 2019 401k financial data | ||
| Transfers to/from the plan | 2019-12-31 | $0 |
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $561,658 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $17,477 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $2,495,213 |
| Total plan assets at beginning of year | 2019-12-31 | $1,951,032 |
| Value of fidelity bond covering the plan | 2019-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $76,552 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $473,746 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $544,181 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,495,213 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,951,032 |
| Assets. Value of participant loans | 2019-12-31 | $67,257 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $11,360 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $17,477 |
| 2018 : CAPACITY COMMERCIAL GROUP RETIREMENT 2018 401k financial data | ||
| Transfers to/from the plan | 2018-12-31 | $0 |
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $-4,090 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $15,754 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,951,032 |
| Total plan assets at beginning of year | 2018-12-31 | $1,970,876 |
| Value of fidelity bond covering the plan | 2018-12-31 | $2,500,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $102,874 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-120,601 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $-19,844 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,951,032 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,970,876 |
| Assets. Value of participant loans | 2018-12-31 | $106,276 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $13,637 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $15,754 |
| 2017 : CAPACITY COMMERCIAL GROUP RETIREMENT 2017 401k financial data | ||
| Transfers to/from the plan | 2017-12-31 | $0 |
| Total plan liabilities at end of year | 2017-12-31 | $0 |
| Total plan liabilities at beginning of year | 2017-12-31 | $0 |
| Total income from all sources | 2017-12-31 | $409,066 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $26,015 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $12,461 |
| Total plan assets at end of year | 2017-12-31 | $1,970,876 |
| Total plan assets at beginning of year | 2017-12-31 | $1,587,825 |
| Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $105,175 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
| Other income received | 2017-12-31 | $292,872 |
| Noncash contributions received | 2017-12-31 | $0 |
| Net income (gross income less expenses) | 2017-12-31 | $383,051 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,970,876 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,587,825 |
| Assets. Value of participant loans | 2017-12-31 | $156,447 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $11,019 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
| Value of corrective distributions | 2017-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $13,554 |
| 2016 : CAPACITY COMMERCIAL GROUP RETIREMENT 2016 401k financial data | ||
| Transfers to/from the plan | 2016-12-31 | $0 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $0 |
| Total income from all sources | 2016-12-31 | $260,651 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $18,341 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $6,585 |
| Total plan assets at end of year | 2016-12-31 | $1,587,825 |
| Total plan assets at beginning of year | 2016-12-31 | $1,345,515 |
| Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $121,321 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
| Other income received | 2016-12-31 | $124,526 |
| Noncash contributions received | 2016-12-31 | $0 |
| Net income (gross income less expenses) | 2016-12-31 | $242,310 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,587,825 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,345,515 |
| Assets. Value of participant loans | 2016-12-31 | $80,497 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $14,804 |
| Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
| Value of corrective distributions | 2016-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $11,756 |
| 2015 : CAPACITY COMMERCIAL GROUP RETIREMENT 2015 401k financial data | ||
| Transfers to/from the plan | 2015-12-31 | $0 |
| Total plan liabilities at end of year | 2015-12-31 | $0 |
| Total plan liabilities at beginning of year | 2015-12-31 | $0 |
| Total income from all sources | 2015-12-31 | $105,517 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $24,527 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $18,307 |
| Total plan assets at end of year | 2015-12-31 | $1,345,515 |
| Total plan assets at beginning of year | 2015-12-31 | $1,264,525 |
| Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $73,865 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $6,455 |
| Other income received | 2015-12-31 | $15,741 |
| Noncash contributions received | 2015-12-31 | $0 |
| Net income (gross income less expenses) | 2015-12-31 | $80,990 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,345,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,264,525 |
| Assets. Value of participant loans | 2015-12-31 | $21,505 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2015-12-31 | $4,329 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $9,456 |
| Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
| Value of corrective distributions | 2015-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $6,220 |
| 2023: CAPACITY COMMERCIAL GROUP RETIREMENT 2023 form 5500 responses | ||
|---|---|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | Plan is a collectively bargained plan | No |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: CAPACITY COMMERCIAL GROUP RETIREMENT 2022 form 5500 responses | ||
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | Plan is a collectively bargained plan | No |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: CAPACITY COMMERCIAL GROUP RETIREMENT 2021 form 5500 responses | ||
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CAPACITY COMMERCIAL GROUP RETIREMENT 2020 form 5500 responses | ||
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CAPACITY COMMERCIAL GROUP RETIREMENT 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CAPACITY COMMERCIAL GROUP RETIREMENT 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: CAPACITY COMMERCIAL GROUP RETIREMENT 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: CAPACITY COMMERCIAL GROUP RETIREMENT 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: CAPACITY COMMERCIAL GROUP RETIREMENT 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |