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THE CAPSTONE GROUP RETIREMENT PLAN 401k Plan overview

Plan NameTHE CAPSTONE GROUP RETIREMENT PLAN
Plan identification number 001

THE CAPSTONE GROUP RETIREMENT 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
  • 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.
  • 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

THE CAPSTONE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:THE CAPSTONE GROUP, LLC
Employer identification number (EIN):770601204
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE CAPSTONE GROUP, LLC

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2003-07-15
Company Identification Number: 20031227179
Legal Registered Office Address: 1660 Lincoln St Suite 2910

Denver
United States of America (USA)
80264

More information about THE CAPSTONE GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CAPSTONE GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTINE STABERG2024-04-06
0012022-01-01CHRISTINE STABERG2023-04-12
0012021-01-01CHRISTINE STABERG2022-02-27
0012020-01-01CHRISTINE STABERG2021-02-28
0012019-01-01CHRISTINE STABERG2020-07-15
0012018-01-01CHRISTINE STABERG2019-03-21
0012017-01-01CHRISTINE STABERG2018-03-26
0012016-01-01CHRISTINE STABERG2017-04-19
0012015-01-01CHRISTINE STABERG2016-04-19
0012014-01-01CHRISTINE STABERG2015-04-26
0012013-01-01CHRISTINE STABERG2014-05-13
0012012-01-01CHRISTINE STABERG2013-04-15
0012011-01-01CHRISTINE STABERG2012-04-02
0012010-01-01CHRISTINE STABERG2011-07-06

Financial Data on THE CAPSTONE GROUP RETIREMENT PLAN

Measure Date Value
2025 : THE CAPSTONE GROUP RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-1817191
Net assets as of the end of the plan year2025-07-183098061
Total assets as of the beginning of the plan year2025-07-182597406
Value of plan covered by a fidelity bond2025-07-18259741
Participant contributions to plan in this plan year2025-07-18123029
Other income to plan in this plan year2025-07-18366696
Plan net income in this plan year2025-07-18500655
Net assets as of the end of the plan year2025-07-183098061
Net assets as of the beginning of the plan year2025-07-182597406
Value of contributions failed to transmitted timely2025-07-189895
Employer contributions to plan in this plan year2025-07-1828121
Fees paid to broker by Benefit Provider2025-07-18153
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1817191
2024 : THE CAPSTONE GROUP RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-04-060
Total expenses incurred by plan in this plan year2024-04-0613350
Net assets as of the end of the plan year2024-04-062597406
Total assets as of the beginning of the plan year2024-04-062027160
Value of plan covered by a fidelity bond2024-04-06300000
Participant contributions to plan in this plan year2024-04-06115186
Other contributions to plan in this plan year2024-04-0652874
Other income to plan in this plan year2024-04-06388440
Plan net income in this plan year2024-04-06570246
Net assets as of the end of the plan year2024-04-062597406
Net assets as of the beginning of the plan year2024-04-062027160
Employer contributions to plan in this plan year2024-04-0627096
Expensese paid to adminstrative service provicers from plan in this plan year2024-04-0613350
2022 : THE CAPSTONE GROUP RETIREMENT PLAN 2022 401k financial data
Total liabilities as of the end of the plan year2022-02-270
Total liabilities as of the beginning of the plan year2022-02-270
Total expenses incurred by plan in this plan year2022-02-270
Net assets as of the end of the plan year2022-02-272369147
Total assets as of the beginning of the plan year2022-02-272004463
Value of plan covered by a fidelity bond2022-02-2730000
Participant contributions to plan in this plan year2022-02-2785444
Other expenses paid from plan in this plan year2022-02-270
Other contributions to plan in this plan year2022-02-270
Other income to plan in this plan year2022-02-27253670
Plan net income in this plan year2022-02-27364684
Net assets as of the end of the plan year2022-02-272369147
Net assets as of the beginning of the plan year2022-02-272004463
Employer contributions to plan in this plan year2022-02-2725570
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-270

Potentially related plans

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