CAPITAL CONCEPTS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAPITAL CONCEPTS INC 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CAPITAL CONCEPTS INC 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-05-21 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-21 | 14071 |
| Net assets as of the end of the plan year | 2025-05-21 | 909228 |
| Total assets as of the beginning of the plan year | 2025-05-21 | 694573 |
| Value of plan covered by a fidelity bond | 2025-05-21 | 250000 |
| Participant contributions to plan in this plan year | 2025-05-21 | 93226 |
| Value of participant loans at end of plan year | 2025-05-21 | 20936 |
| Other contributions to plan in this plan year | 2025-05-21 | 0 |
| Other income to plan in this plan year | 2025-05-21 | 102630 |
| Plan net income in this plan year | 2025-05-21 | 214655 |
| Net assets as of the end of the plan year | 2025-05-21 | 909228 |
| Net assets as of the beginning of the plan year | 2025-05-21 | 694573 |
| Value of contributions failed to transmitted timely | 2025-05-21 | 0 |
| Employer contributions to plan in this plan year | 2025-05-21 | 32870 |
| Fees paid to broker by Benefit Provider | 2025-05-21 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-21 | 4920 |
| 2024 : CAPITAL CONCEPTS INC 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-07-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-07-03 | 18216 |
| Net assets as of the end of the plan year | 2024-07-03 | 694573 |
| Total assets as of the beginning of the plan year | 2024-07-03 | 396344 |
| Value of plan covered by a fidelity bond | 2024-07-03 | 250000 |
| Participant contributions to plan in this plan year | 2024-07-03 | 54030 |
| Value of participant loans at end of plan year | 2024-07-03 | 23076 |
| Other contributions to plan in this plan year | 2024-07-03 | 100240 |
| Other income to plan in this plan year | 2024-07-03 | 127596 |
| Plan net income in this plan year | 2024-07-03 | 298229 |
| Net assets as of the end of the plan year | 2024-07-03 | 694573 |
| Net assets as of the beginning of the plan year | 2024-07-03 | 396344 |
| Value of contributions failed to transmitted timely | 2024-07-03 | 0 |
| Employer contributions to plan in this plan year | 2024-07-03 | 34579 |
| Fees paid to broker by Benefit Provider | 2024-07-03 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-03 | 2380 |
| 2022 : CAPITAL CONCEPTS INC 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-06-18 | 0 |
| Total liabilities as of the end of the plan year | 2022-06-18 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-06-18 | 0 |
| Total expenses incurred by plan in this plan year | 2022-06-18 | 10792 |
| Net assets as of the end of the plan year | 2022-06-18 | 404951 |
| Total assets as of the beginning of the plan year | 2022-06-18 | 238307 |
| Value of plan covered by a fidelity bond | 2022-06-18 | 30000 |
| Participant contributions to plan in this plan year | 2022-06-18 | 66760 |
| Other expenses paid from plan in this plan year | 2022-06-18 | 0 |
| Other contributions to plan in this plan year | 2022-06-18 | 0 |
| Other income to plan in this plan year | 2022-06-18 | 55120 |
| Plan net income in this plan year | 2022-06-18 | 166644 |
| Net assets as of the end of the plan year | 2022-06-18 | 404951 |
| Net assets as of the beginning of the plan year | 2022-06-18 | 238307 |
| Value of contributions failed to transmitted timely | 2022-06-18 | 5306 |
| Employer contributions to plan in this plan year | 2022-06-18 | 55556 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-18 | 1133 |
