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CAPSTONE 401(K) PLAN 401k Plan overview

Plan NameCAPSTONE 401(K) PLAN
Plan identification number 001

CAPSTONE 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CAPSTONE CERTIFIED PUBLIC ACCOUNTANTS, LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE CERTIFIED PUBLIC ACCOUNTANTS, LLC
Employer identification number (EIN):813917978
NAIC Classification:541211
NAIC Description:Offices of Certified Public Accountants

Additional information about CAPSTONE CERTIFIED PUBLIC ACCOUNTANTS, LLC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2001-12-24
Company Identification Number: 5581392
Legal Registered Office Address: 698 NW YORK DR

BEND
United States of America (USA)
97703

More information about CAPSTONE CERTIFIED PUBLIC ACCOUNTANTS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LANCE BRANT2024-10-08
0012022-01-01LANCE BRANT2023-10-09
0012022-01-01LANCE BRANT2023-12-11
0012021-01-01LANCE BRANT2022-10-12
0012021-01-01LANCE BRANT2023-10-09
0012020-01-01LANCE BRANT2021-12-21
0012018-01-01LANCE BRANT2019-10-05

Financial Data on CAPSTONE 401(K) PLAN

Measure Date Value
2024 : CAPSTONE 401(K) PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-08437
Total expenses incurred by plan in this plan year2024-10-08181983
Net assets as of the end of the plan year2024-10-081857318
Total assets as of the beginning of the plan year2024-10-08972393
Value of plan covered by a fidelity bond2024-10-0850000
Participant contributions to plan in this plan year2024-10-08554989
Other contributions to plan in this plan year2024-10-0890571
Other income to plan in this plan year2024-10-08224636
Plan net income in this plan year2024-10-08885362
Net assets as of the end of the plan year2024-10-081857318
Net assets as of the beginning of the plan year2024-10-08971956
Value of contributions failed to transmitted timely2024-10-0834338
Employer contributions to plan in this plan year2024-10-08197149
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-083629

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