Logo

CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 401k Plan overview

Plan NameCAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST
Plan identification number 001

CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 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.
  • 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 MANAGEMENT has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE FINANCIAL MANAGEMENT
Employer identification number (EIN):582550819
NAIC Classification:561440
NAIC Description:Collection Agencies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JOHN FOLEY2024-04-08
0012022-01-01JOHN FOLEY2023-03-29
0012021-01-01JOHN FOLEY2023-02-03
0012020-01-01JOHN FOLEY2021-06-17
0012019-01-01JOHN FOLEY2020-06-19
0012018-01-01JOHN FOLEY2019-07-12
0012017-01-01JOHN FOLEY2018-07-13
0012016-01-01JOHN FOLEY2017-05-11
0012015-01-01JOHN FOLEY2016-07-14
0012014-01-01JOHN FOLEY2015-05-15
0012013-01-01JOHN FOLEY2014-06-20
0012012-01-01CAPSTONE FINANCIAL MANAGEMENT2013-10-16
0012011-01-01CAPSTONE FINANCIAL MANAGEMENT2012-07-30
0012010-01-01CAPSTONE FINANCIAL MANAGEMENT2011-06-24

Financial Data on CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST

Measure Date Value
2025 : CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data
Total transfers to/from plan in this plan year2025-04-300
Total liabilities as of the end of the plan year2025-04-300
Total liabilities as of the beginning of the plan year2025-04-300
Total expenses incurred by plan in this plan year2025-04-305264
Net assets as of the end of the plan year2025-04-30470594
Total assets as of the beginning of the plan year2025-04-30395832
Value of plan covered by a fidelity bond2025-04-3039583
Participant contributions to plan in this plan year2025-04-3025760
Other expenses paid from plan in this plan year2025-04-300
Other contributions to plan in this plan year2025-04-300
Other income to plan in this plan year2025-04-3046616
Plan net income in this plan year2025-04-3074762
Net assets as of the end of the plan year2025-04-30470594
Net assets as of the beginning of the plan year2025-04-30395832
Employer contributions to plan in this plan year2025-04-307650
Expensese paid to adminstrative service provicers from plan in this plan year2025-04-301964
2024 : CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data
Total transfers to/from plan in this plan year2024-04-080
Total liabilities as of the end of the plan year2024-04-080
Total liabilities as of the beginning of the plan year2024-04-080
Total expenses incurred by plan in this plan year2024-04-084370
Net assets as of the end of the plan year2024-04-08395832
Total assets as of the beginning of the plan year2024-04-08321379
Value of plan covered by a fidelity bond2024-04-0832138
Participant contributions to plan in this plan year2024-04-0825300
Other expenses paid from plan in this plan year2024-04-080
Other contributions to plan in this plan year2024-04-080
Other income to plan in this plan year2024-04-0845951
Plan net income in this plan year2024-04-0874453
Net assets as of the end of the plan year2024-04-08395832
Net assets as of the beginning of the plan year2024-04-08321379
Employer contributions to plan in this plan year2024-04-087572
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-081491

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1