401k Plan data: CAPSTONE 401(K) PLAN AND TRUST plan

CAPSTONE 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	CAPSTONE 401(K) PLAN AND TRUST
Plan identification number	002

CAPSTONE 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined 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.
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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

INTERMOUNTAIN FINANCIAL GROUP-MT has sponsored the creation of one or more 401k plans.

Company Name: INTERMOUNTAIN FINANCIAL GROUP-MT

Employer identification number (EIN): 870700039

NAIC Classification: 523900

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01 JURGEN WEIEL 2020-09-16
002 2018-01-01 JURGEN WEIEL 2019-07-18
002 2017-01-01 JURGEN WEIEL 2018-07-20
002 2016-01-01 JURGEN WEIEL 2017-07-24
002 2015-01-01 JURGEN WEIEL 2016-08-18
002 2014-01-01 JURGEN WEIEL 2015-07-16
002 2013-01-01 JURGEN WEIEL 2014-03-31
002 2012-01-01 JURGEN WEIEL 2013-07-08
002 2011-01-01 JURGEN WEIEL 2012-07-12
002 2010-01-01 JURGEN WEIEL 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2019-01-01	JURGEN WEIEL	2020-09-16
002	2018-01-01	JURGEN WEIEL	2019-07-18
002	2017-01-01	JURGEN WEIEL	2018-07-20
002	2016-01-01	JURGEN WEIEL	2017-07-24
002	2015-01-01	JURGEN WEIEL	2016-08-18
002	2014-01-01	JURGEN WEIEL	2015-07-16
002	2013-01-01	JURGEN WEIEL	2014-03-31
002	2012-01-01	JURGEN WEIEL	2013-07-08
002	2011-01-01	JURGEN WEIEL	2012-07-12
002	2010-01-01	JURGEN WEIEL	2011-07-11

Financial Data on CAPSTONE 401(K) PLAN AND TRUST

Measure	Date	Value
2025 : CAPSTONE 401(K) PLAN AND TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-09-04	36419
Net assets as of the end of the plan year	2025-09-04	1540104
Total assets as of the beginning of the plan year	2025-09-04	1446255
Value of plan covered by a fidelity bond	2025-09-04	200000
Participant contributions to plan in this plan year	2025-09-04	8909
Other income to plan in this plan year	2025-09-04	119450
Plan net income in this plan year	2025-09-04	93849
Net assets as of the end of the plan year	2025-09-04	1540104
Net assets as of the beginning of the plan year	2025-09-04	1446255
Employer contributions to plan in this plan year	2025-09-04	1909

Potentially related plans

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Company Name:	INTERMOUNTAIN FINANCIAL GROUP-MT
Employer identification number (EIN):	870700039
NAIC Classification:	523900