Department of Labor filing

C.A.P.S. INC.

C. A. P. S. INC. PROFIT SHARING PLAN · For the plan year ended Dec 31, 2024

Public filing 2024 · received Jul 25, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

75filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$2,750

Reported employer contributions per active participant.

Higher than about 76% of comparable plans

#People in the filing

143

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$83 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 73% of comparable plans

↗Investment performance

Not available

Plan assets changed 13.4%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202475out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions76th percentileTypical peer $1,735 · based on 443 comparable plans

Lower reported administrative expense73rd percentileTypical peer $150 · based on 447 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, C.A.P.S. INC. reported $393,246 in employer contributions across the plan and 143 active participants. That works out to $2,750 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy90%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 20.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 51.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context75/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $393,246
Participant contributions: $963,530
Other contributions: $93,810
Employer share of reported contributions: 29.0%
Beginning assets: $21,273,785
Ending assets: $24,127,032
Ending net assets: $24,127,032
Ending liabilities: Not reported
Total income: $3,984,861
Total expenses: $1,131,614
Administrative expenses: $11,998
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$2,291

2023

$2,692

2024

$2,750

Plan-paid administrative expenses per participant

2022

$169

2023

$134

2024

$83

Active participants

2022

138

2023

130

2024

143

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$2,750	143	24.1M	20250725074520NAL0003012035001
2023	$2,692	130	21.3M	20240719093243NAL0006652945001
2022	$2,291	138	18M	20230703100732NAL0011034145001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 431243682-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Dec 1, 1988
Industry: Industry group 326
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
CHARLES SCHWAB INVESTMENT MGMT	2024	Not reported	unknown

Current plan terms

Help fill the gap the filing leaves.

If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.

Share a document →

Filing ACK_ID20250725074520NAL0003012035001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗