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CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 401k Plan overview

Plan NameCAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN
Plan identification number 001

CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPITAL DISTRICT MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL DISTRICT MANAGEMENT, LLC
Employer identification number (EIN):813423078
NAIC Classification:541219
NAIC Description:Other Accounting Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL DISTRICT MANAGEMENT, LLC 401(K) 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
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-12

Plan Statistics for CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN

401k plan membership statisitcs for CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025: CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-1010
Total number of particpants at end of year2025-10-1010
Number of Participants With Account Balances2025-10-1010
2024: CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-1112
Total number of particpants at end of year2024-10-1110
Number of Participants With Account Balances2024-10-1110
2022: CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-1114
Total number of particpants at end of year2022-10-1113
Number of Participants With Account Balances2022-10-1113

Financial Data on CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN

Measure Date Value
2025 : CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-10-100
Total liabilities as of the end of the plan year2025-10-100
Total liabilities as of the beginning of the plan year2025-10-100
Total expenses incurred by plan in this plan year2025-10-1060326
Net assets as of the end of the plan year2025-10-101119197
Total assets as of the beginning of the plan year2025-10-10988701
Participant contributions to plan in this plan year2025-10-1028340
Other expenses paid from plan in this plan year2025-10-100
Other contributions to plan in this plan year2025-10-100
Other income to plan in this plan year2025-10-10152286
Plan net income in this plan year2025-10-10130496
Net assets as of the end of the plan year2025-10-101119197
Net assets as of the beginning of the plan year2025-10-10988701
Employer contributions to plan in this plan year2025-10-1010196
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-10425
2024 : CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-10-110
Total liabilities as of the end of the plan year2024-10-110
Total liabilities as of the beginning of the plan year2024-10-110
Total expenses incurred by plan in this plan year2024-10-11208693
Net assets as of the end of the plan year2024-10-11988701
Total assets as of the beginning of the plan year2024-10-111005962
Participant contributions to plan in this plan year2024-10-1128340
Other expenses paid from plan in this plan year2024-10-110
Other contributions to plan in this plan year2024-10-110
Other income to plan in this plan year2024-10-11153941
Plan net income in this plan year2024-10-11-17261
Net assets as of the end of the plan year2024-10-11988701
Net assets as of the beginning of the plan year2024-10-111005962
Value of contributions failed to transmitted timely2024-10-111635
Employer contributions to plan in this plan year2024-10-119151
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-11550
2022 : CAPITAL DISTRICT MANAGEMENT, LLC 401(K) PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-10-110
Total liabilities as of the end of the plan year2022-10-110
Total liabilities as of the beginning of the plan year2022-10-110
Total expenses incurred by plan in this plan year2022-10-111098189
Net assets as of the end of the plan year2022-10-111097779
Total assets as of the beginning of the plan year2022-10-111853421
Participant contributions to plan in this plan year2022-10-1147180
Other expenses paid from plan in this plan year2022-10-110
Other contributions to plan in this plan year2022-10-112334
Other income to plan in this plan year2022-10-11276808
Plan net income in this plan year2022-10-11-755642
Net assets as of the end of the plan year2022-10-111097779
Net assets as of the beginning of the plan year2022-10-111853421
Employer contributions to plan in this plan year2022-10-1116225
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-11267

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