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CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameCAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN
Plan identification number 001

CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • 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.

401k Sponsoring company profile

CAPITOL ADVISORS GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPITOL ADVISORS GROUP LLC
Employer identification number (EIN):455628904
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about CAPITOL ADVISORS GROUP LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 201218110154

More information about CAPITOL ADVISORS GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01

Financial Data on CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN

Measure Date Value
2025 : CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-015676
Total liabilities as of the beginning of the plan year2025-10-010
Total expenses incurred by plan in this plan year2025-10-0174930
Net assets as of the end of the plan year2025-10-015295296
Total assets as of the beginning of the plan year2025-10-013977442
Value of plan covered by a fidelity bond2025-10-01475000
Participant contributions to plan in this plan year2025-10-01181232
Other income to plan in this plan year2025-10-01720824
Plan net income in this plan year2025-10-011312178
Net assets as of the end of the plan year2025-10-015289620
Net assets as of the beginning of the plan year2025-10-013977442
Employer contributions to plan in this plan year2025-10-01485052
Fees paid to broker by Benefit Provider2025-10-01423
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-0116163
2024 : CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-09-240
Total liabilities as of the beginning of the plan year2024-09-247405
Total expenses incurred by plan in this plan year2024-09-241512241
Net assets as of the end of the plan year2024-09-243977442
Total assets as of the beginning of the plan year2024-09-244149210
Value of plan covered by a fidelity bond2024-09-24475000
Participant contributions to plan in this plan year2024-09-24166987
Other contributions to plan in this plan year2024-09-2438905
Other income to plan in this plan year2024-09-24758449
Plan net income in this plan year2024-09-24-164363
Net assets as of the end of the plan year2024-09-243977442
Net assets as of the beginning of the plan year2024-09-244141805
Employer contributions to plan in this plan year2024-09-24383537
Fees paid to broker by Benefit Provider2024-09-24348
Expensese paid to adminstrative service provicers from plan in this plan year2024-09-2413687
2022 : CAPITOL ADVISORS GROUP LLC 401K PROFIT SHARING PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-08-037500
Total liabilities as of the beginning of the plan year2022-08-03612
Total expenses incurred by plan in this plan year2022-08-03103688
Net assets as of the end of the plan year2022-08-034703902
Total assets as of the beginning of the plan year2022-08-033909130
Value of plan covered by a fidelity bond2022-08-03395000
Participant contributions to plan in this plan year2022-08-03142511
Other expenses paid from plan in this plan year2022-08-030
Other contributions to plan in this plan year2022-08-030
Other income to plan in this plan year2022-08-03488227
Plan net income in this plan year2022-08-03787884
Net assets as of the end of the plan year2022-08-034696402
Net assets as of the beginning of the plan year2022-08-033908518
Employer contributions to plan in this plan year2022-08-03260834
Fees paid to broker by Benefit Provider2022-08-032086
Expensese paid to adminstrative service provicers from plan in this plan year2022-08-0332085

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