Original filing (PDF)20250908163544NAL0019470849001

INVESTMENT CAPITAL PARTNERS, LTD.

Name: INVESTMENT CAPITAL PARTNERS, LTD. — INVESTMENT CAPITAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: INVESTMENT CAPITAL PARTNERS, LTD.

Form 5500-SF

FILING_RECEIVED

INVESTMENT CAPITAL PARTNERS, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INVESTMENT CAPITAL PARTNERS, LTD..

Plan sponsor

Name

INVESTMENT CAPITAL PARTNERS, LTD.

EIN

06-1377234

Address

1077 BRIDGEPORT AVENUE · SUITE 201 · SHELTON, CT · 06484

Phone

(203) 259-5505

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

GROTTE GROUP REAL ESTATE INC.

GROTTE GROUP REAL ESTATE INC. 401(K) PROFIT SHARING PLAN

$1.4M · 2 participants

USRA CONSTRUCTION MANAGEMENT CO

USRA CONSTRUCTION MGMT CO 401K PROFIT SHARING PLAN & TRUST

$1.4M · 23 participants

O'BRIEN REALTY ADVISORS, LLC

O'BRIEN REALTY ADVISORS 401(K) PLAN

$1.4M · 25 participants

ASSET VALUATION & MARKETING, INC 401(K) PLAN

ASSET VALUATION & MARKETING, INC. 401(K) PLAN

$1.4M · 46 participants

R. FRIEDRICH & SONS, INC.