Original filing (PDF)20240410082152NAL0013157363001

CAPABILITIES, INC.

Name: CAPABILITIES, INC. — CAPABILITIES, INC. SAVINGS & INVESTMENT PLAN, Form 5500 (2023)
Creator: CAPABILITIES, INC.

Form 5500-SF

FILING_RECEIVED

CAPABILITIES, INC. SAVINGS & INVESTMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 3.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPABILITIES, INC..

Plan sponsor

Name

CAPABILITIES, INC.

EIN

16-0807981

Address

1149 SULLIVAN STREET · ELMIRA, NY · 14901

Phone

(607) 734-2006

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-02-09

Filed

2024-04-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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