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CAPSTONE CLASSICAL ACADEMY 403(B) RETIREMENT PLAN 401k Plan overview

Plan NameCAPSTONE CLASSICAL ACADEMY 403(B) RETIREMENT PLAN
Plan identification number 001

CAPSTONE CLASSICAL ACADEMY 403(B) 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).
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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 CLASSICAL ACADEMY has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE CLASSICAL ACADEMY
Employer identification number (EIN):863946901
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE CLASSICAL ACADEMY 403(B) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CARRIE EHRMANTRAUT2024-10-15 CARRIE EHRMANTRAUT2024-10-15
0012022-01-01PAUL FISHER2023-10-13

Financial Data on CAPSTONE CLASSICAL ACADEMY 403(B) RETIREMENT PLAN

Measure Date Value
2025 : CAPSTONE CLASSICAL ACADEMY 403(B) RETIREMENT PLAN 2025 401k financial data
Total liabilities as of the beginning of the plan year2025-07-310
Total expenses incurred by plan in this plan year2025-07-312883
Net assets as of the end of the plan year2025-07-31222734
Total assets as of the beginning of the plan year2025-07-3198156
Value of plan covered by a fidelity bond2025-07-319815
Participant contributions to plan in this plan year2025-07-3175084
Other income to plan in this plan year2025-07-3117823
Plan net income in this plan year2025-07-31124578
Net assets as of the end of the plan year2025-07-31222734
Net assets as of the beginning of the plan year2025-07-3198156
Employer contributions to plan in this plan year2025-07-3134554
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-312883
2024 : CAPSTONE CLASSICAL ACADEMY 403(B) RETIREMENT PLAN 2024 401k financial data
Total liabilities as of the beginning of the plan year2024-10-150
Total expenses incurred by plan in this plan year2024-10-151572
Net assets as of the end of the plan year2024-10-1598156
Total assets as of the beginning of the plan year2024-10-158323
Value of plan covered by a fidelity bond2024-10-159815
Participant contributions to plan in this plan year2024-10-1557794
Other income to plan in this plan year2024-10-158500
Plan net income in this plan year2024-10-1589833
Net assets as of the end of the plan year2024-10-1598156
Net assets as of the beginning of the plan year2024-10-158323
Employer contributions to plan in this plan year2024-10-1525111
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-151572

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