Cape Management Company LLC 401(k) Profit Sharing Plan Trust

What the Filing Says About Cape Management Company LLC 401(k) Profit Sharing Plan Trust

Cape Management Company LLC 401(k) Profit Sharing Plan Trust is a 401(k) retirement plan sponsored by Cape Management Company LLC, headquartered in New Jersey. As of the 2022 Form 5500 filing, the plan reports $504K in total end-of-year assets and covers 171 participants across the Food Services & Accommodation industry. The sponsor's EIN on file with the U.S. Department of Labor is 223747875, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $576K at the beginning of 2022 to $504K at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $504K, with reported net income of $-71,642 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.