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CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN 401k Plan overview

Plan NameCAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN
Plan identification number 001

CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPSTONE FINANCIAL SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE FINANCIAL SERVICES INC
Employer identification number (EIN):043094709
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CAPSTONE FINANCIAL SERVICES INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2130028

More information about CAPSTONE FINANCIAL SERVICES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JEANETTE BROWN2024-07-31
0012022-01-01JEANETTE BROWN2023-07-27
0012021-01-01JEANETTE BROWN2022-07-29
0012020-01-01JEANETTE BROWN2021-07-26
0012019-01-01JEANETTE BROWN2020-08-07 JEANETTE BROWN2020-08-07
0012018-01-01JEANETTE BROWN2019-07-09 JEANETTE BROWN2019-06-21
0012017-01-01JEANETTE BROWN2018-07-19 JEANETTE BROWN2018-07-19
0012016-01-01JEANETTE BROWN2017-07-17 JEANETTE BROWN2017-07-17
0012015-01-01JEANETTE BROWN2016-07-15 JEANETTE BROWN2016-07-15
0012014-01-01JEANETTE BROWN2015-06-16 JEANETTE BROWN2015-06-16
0012013-01-01JEANETTE BROWN2014-07-29 JEANETTE BROWN2014-07-29
0012012-01-01JEANETTE BROWN2013-07-24 JEANETTE BROWN2013-07-24
0012011-01-01JEANETTE BROWN2012-07-24 JEANETTE BROWN2012-07-24
0012010-01-01JEANETTE BROWN2011-06-08 JEANETTE BROWN2011-06-08

Financial Data on CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN

Measure Date Value
2025 : CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-07-180
Total liabilities as of the end of the plan year2025-07-180
Total liabilities as of the beginning of the plan year2025-07-180
Total expenses incurred by plan in this plan year2025-07-1810868
Net assets as of the end of the plan year2025-07-182031486
Total assets as of the beginning of the plan year2025-07-181696215
Value of plan covered by a fidelity bond2025-07-18203148
Participant contributions to plan in this plan year2025-07-1856785
Value of participant loans at end of plan year2025-07-1827626
Other expenses paid from plan in this plan year2025-07-180
Other contributions to plan in this plan year2025-07-180
Other income to plan in this plan year2025-07-18281017
Plan net income in this plan year2025-07-18335271
Net assets as of the end of the plan year2025-07-182031486
Net assets as of the beginning of the plan year2025-07-181696215
Employer contributions to plan in this plan year2025-07-188337
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-189903
2024 : CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-310
Total liabilities as of the end of the plan year2024-07-310
Total liabilities as of the beginning of the plan year2024-07-310
Total expenses incurred by plan in this plan year2024-07-3147546
Net assets as of the end of the plan year2024-07-311696215
Total assets as of the beginning of the plan year2024-07-311402827
Value of plan covered by a fidelity bond2024-07-312000000
Participant contributions to plan in this plan year2024-07-3171478
Value of participant loans at end of plan year2024-07-3144256
Other expenses paid from plan in this plan year2024-07-310
Other contributions to plan in this plan year2024-07-310
Other income to plan in this plan year2024-07-31261166
Plan net income in this plan year2024-07-31293388
Net assets as of the end of the plan year2024-07-311696215
Net assets as of the beginning of the plan year2024-07-311402827
Employer contributions to plan in this plan year2024-07-318290
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-317727
2022 : CAPSTONE FINANCIAL SERVICES INC 401K RETIREMENT PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-07-290
Total liabilities as of the end of the plan year2022-07-290
Total liabilities as of the beginning of the plan year2022-07-290
Total expenses incurred by plan in this plan year2022-07-2949281
Net assets as of the end of the plan year2022-07-291644538
Total assets as of the beginning of the plan year2022-07-291129407
Value of plan covered by a fidelity bond2022-07-29125000
Participant contributions to plan in this plan year2022-07-2946238
Value of participant loans at end of plan year2022-07-2916242
Other expenses paid from plan in this plan year2022-07-290
Other contributions to plan in this plan year2022-07-29323524
Other income to plan in this plan year2022-07-29188053
Plan net income in this plan year2022-07-29515131
Net assets as of the end of the plan year2022-07-291644538
Net assets as of the beginning of the plan year2022-07-291129407
Employer contributions to plan in this plan year2022-07-296597
Expensese paid to adminstrative service provicers from plan in this plan year2022-07-297375

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