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CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN
Plan identification number 001

CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 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.
  • 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

CAPITAL INVESTMENT SERVICES has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL INVESTMENT SERVICES
Employer identification number (EIN):262757556
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01BOBBY LUMPKIN2024-04-26 BOBBY LUMPKIN2024-04-26
0012022-01-01BOBBY LUMPKIN2023-04-06 BOBBY LUMPKIN2023-04-06
0012021-01-01BOBBY LUMPKIN2022-04-15 BOBBY LUMPKIN2022-04-15
0012020-01-01BOBBY LUMPKIN2021-05-14 BOBBY LUMPKIN2021-05-14
0012019-01-01BOBBY LUMPKIN2020-04-28 BOBBY LUMPKIN2020-04-28
0012018-01-01BOBBY LUMPKIN2019-05-23 BOBBY LUMPKIN2019-05-23
0012017-01-01BOBBY LUMPKIN2018-04-25 BOBBY LUMPKIN2018-04-25
0012016-01-01BOBBY LUMPKIN2017-04-20 BOBBY LUMPKIN2017-04-20
0012015-01-01BOBBY LUMPKIN2016-04-20 BOBBY LUMPKIN2016-04-20
0012014-01-01BOBBY LUMPKIN2015-06-11 BOBBY LUMPKIN2015-06-11
0012013-01-01BOBBY LUMPKIN2014-06-10 BOBBY LUMPKIN2014-06-10

Financial Data on CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-28176375
Net assets as of the end of the plan year2025-08-281049749
Total assets as of the beginning of the plan year2025-08-28946874
Value of plan covered by a fidelity bond2025-08-28385000
Participant contributions to plan in this plan year2025-08-2874273
Value of participant loans at end of plan year2025-08-283852
Other income to plan in this plan year2025-08-28157118
Plan net income in this plan year2025-08-28102875
Net assets as of the end of the plan year2025-08-281049749
Net assets as of the beginning of the plan year2025-08-28946874
Employer contributions to plan in this plan year2025-08-2847859
Expensese paid to adminstrative service provicers from plan in this plan year2025-08-283080
2024 : CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-04-264193
Net assets as of the end of the plan year2024-04-26946874
Total assets as of the beginning of the plan year2024-04-26685525
Value of plan covered by a fidelity bond2024-04-26385000
Participant contributions to plan in this plan year2024-04-2673672
Value of participant loans at end of plan year2024-04-267891
Other income to plan in this plan year2024-04-26142701
Plan net income in this plan year2024-04-26261349
Net assets as of the end of the plan year2024-04-26946874
Net assets as of the beginning of the plan year2024-04-26685525
Employer contributions to plan in this plan year2024-04-2649169
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-264193
2022 : CAPITAL INVESTMENT SERVICES 401(K) PROFIT SHARING PLAN 2022 401k financial data
Net assets as of the end of the plan year2022-04-15749831
Total assets as of the beginning of the plan year2022-04-15574173
Value of plan covered by a fidelity bond2022-04-15385000
Participant contributions to plan in this plan year2022-04-1548543
Value of participant loans at end of plan year2022-04-1515906
Other income to plan in this plan year2022-04-1589559
Plan net income in this plan year2022-04-15175658
Net assets as of the end of the plan year2022-04-15749831
Net assets as of the beginning of the plan year2022-04-15574173
Employer contributions to plan in this plan year2022-04-1537556

Potentially related plans

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