How big is Cape COD Shell Beach Inc.'s plan?

Cape COD Shell Beach Inc.'s plan reported $2K in assets and 28 participants for 2023.

Original filing (PDF)20240524121609NAL0006473649001

Cape COD Shell Beach Inc.

Name: Cape COD Shell Beach Inc. — Cape COD Shell Beach, Form 5500 (2023)
Creator: Cape COD Shell Beach Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cape COD Shell Beach Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Cape COD Shell Beach Inc.'s Cape COD Shell Beach Inc. 401(k) Profit Sharing Plan & Trust held $2K in plan assets for 28 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Edward Rojas signed Cape COD Shell Beach Inc.'s 2023 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Cape COD Shell Beach Inc.'s EIN is 81-4153138.

EIN 81-4153138

Plan number 001

Plan year 2023

ACK ID 20240524121609NAL0006473649001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Cape COD Shell Beach Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Cape COD Shell Beach Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPE COD SHELL BEACH INC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score