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CAPSTONE FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan NameCAPSTONE FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number 001

CAPSTONE FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

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

Company Name:CAPSTONE FINANCIAL PARTNERS, INC.
Employer identification number (EIN):261445311
NAIC Classification:523900

Additional information about CAPSTONE FINANCIAL PARTNERS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2007-11-19
Company Identification Number: 0686271
Legal Registered Office Address: 4801 COX ROAD

GLEN ALLEN
United States of America (USA)
23060

More information about CAPSTONE FINANCIAL PARTNERS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE FINANCIAL PARTNERS, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01ROBERT W. ALLEN2020-07-31
0012018-01-01ROBERT W. ALLEN2019-06-11
0012017-01-01ROBERT W. ALLEN2018-10-01
0012016-01-01ROBERT W. ALLEN2017-10-10

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