401k Plan data: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN plan

CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 401k Plan overview

Plan Name	CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN
Plan identification number	001

CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

CAPITOL STRATEGIES GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: CAPITOL STRATEGIES GROUP, INC.

Employer identification number (EIN): 942704473

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2023-01-01 DENNIS LOPER
001 2022-01-01
001 2022-01-01 DENNIS LOPER
001 2021-01-01
001 2021-01-01 DENNIS LOPER
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DENNIS LOPER
001 2016-01-01 DENNIS LOPER
001 2015-01-01 DENNIS LOPER
001 2014-01-01 DENNIS LOPER
001 2013-01-01 DENNIS LOPER
001 2012-01-01 DENNIS LOPER
001 2011-01-01 DENNIS LOPER
001 2010-01-01 DENNIS LOPER
001 2009-01-01 DENNIS LOPER

Plan Statistics for CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN

401k plan membership statisitcs for CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN

Measure Date Value
2025: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-06-11 5
Total number of particpants at end of year 2025-06-11 4
Number of Participants With Account Balances 2025-06-11 4
2023: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 4
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 1
Total of all active and inactive participants 2023-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 5
Number of participants with account balances 2023-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 4
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 1
Total of all active and inactive participants 2022-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 5
Number of participants with account balances 2022-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 4
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 1
Total of all active and inactive participants 2021-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 5
Number of participants with account balances 2021-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 1
Total of all active and inactive participants 2020-01-01 3
Total participants 2020-01-01 3
Number of participants with account balances 2020-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 3
Total participants 2019-01-01 3
Number of participants with account balances 2019-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 3
Total participants 2018-01-01 3
Number of participants with account balances 2018-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 3
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 3
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 3
Total of all active and inactive participants 2016-01-01 3
Total participants 2016-01-01 3
Number of participants with account balances 2016-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2
Number of participants with account balances 2015-01-01 2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 1
Total of all active and inactive participants 2014-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 3
Number of participants with account balances 2014-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Total of all active and inactive participants 2013-01-01 3
Total participants 2013-01-01 3
Number of participants with account balances 2013-01-01 3
2012: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 4
Number of retired or separated participants receiving benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 4
Total participants 2012-01-01 4
Number of participants with account balances 2012-01-01 3
2011: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 3
Number of participants with account balances 2011-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 4
Number of participants with account balances 2010-01-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 3
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 4
Number of participants with account balances 2009-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2025: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-06-11	5
Total number of particpants at end of year	2025-06-11	4
Number of Participants With Account Balances	2025-06-11	4
2023: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	4
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	1
Total of all active and inactive participants	2023-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	5
Number of participants with account balances	2023-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	4
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	1
Total of all active and inactive participants	2022-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	5
Number of participants with account balances	2022-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	4
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	1
Total of all active and inactive participants	2021-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	5
Number of participants with account balances	2021-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	1
Total of all active and inactive participants	2020-01-01	3
Total participants	2020-01-01	3
Number of participants with account balances	2020-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	3
Total participants	2019-01-01	3
Number of participants with account balances	2019-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	3
Total participants	2018-01-01	3
Number of participants with account balances	2018-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	3
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	3
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	3
Total of all active and inactive participants	2016-01-01	3
Total participants	2016-01-01	3
Number of participants with account balances	2016-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2
Number of participants with account balances	2015-01-01	2
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	1
Total of all active and inactive participants	2014-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	3
Number of participants with account balances	2014-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Total of all active and inactive participants	2013-01-01	3
Total participants	2013-01-01	3
Number of participants with account balances	2013-01-01	3
2012: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	4
Number of retired or separated participants receiving benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	4
Total participants	2012-01-01	4
Number of participants with account balances	2012-01-01	3
2011: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	3
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	3
Number of participants with account balances	2011-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	4
Number of participants with account balances	2010-01-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	3
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	4
Number of participants with account balances	2009-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN

Measure	Date	Value
2025 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-06-11	1656
Total liabilities as of the beginning of the plan year	2025-06-11	0
Total expenses incurred by plan in this plan year	2025-06-11	265015
Net assets as of the end of the plan year	2025-06-11	1972244
Total assets as of the beginning of the plan year	2025-06-11	1726927
Value of plan covered by a fidelity bond	2025-06-11	1000000
Participant contributions to plan in this plan year	2025-06-11	45446
Other income to plan in this plan year	2025-06-11	435070
Plan net income in this plan year	2025-06-11	243661
Net assets as of the end of the plan year	2025-06-11	1970588
Net assets as of the beginning of the plan year	2025-06-11	1726927
Employer contributions to plan in this plan year	2025-06-11	28160
Expensese paid to adminstrative service provicers from plan in this plan year	2025-06-11	9374
2023 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-12-31	$0
Total income from all sources	2023-12-31	$477,900
Expenses. Total of all expenses incurred	2023-12-31	$236,769
Benefits paid (including direct rollovers)	2023-12-31	$230,295
Total plan assets at end of year	2023-12-31	$1,726,927
Total plan assets at beginning of year	2023-12-31	$1,485,796
Value of fidelity bond covering the plan	2023-12-31	$1,000,000
Total contributions received or receivable from participants	2023-12-31	$44,279
Expenses. Other expenses not covered elsewhere	2023-12-31	$0
Contributions received from other sources (not participants or employers)	2023-12-31	$0
Other income received	2023-12-31	$406,061
Noncash contributions received	2023-12-31	$0
Net income (gross income less expenses)	2023-12-31	$241,131
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$1,726,927
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$1,485,796
Total contributions received or receivable from employer(s)	2023-12-31	$27,560
Value of certain deemed distributions of participant loans	2023-12-31	$0
Value of corrective distributions	2023-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2023-12-31	$6,474
2022 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-295,186
Expenses. Total of all expenses incurred	2022-12-31	$5,717
Total plan assets at end of year	2022-12-31	$1,485,796
Total plan assets at beginning of year	2022-12-31	$1,786,699
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Total contributions received or receivable from participants	2022-12-31	$36,400
Other income received	2022-12-31	$-353,386
Net income (gross income less expenses)	2022-12-31	$-300,903
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,485,796
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,786,699
Total contributions received or receivable from employer(s)	2022-12-31	$21,800
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$5,717
2021 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$367,227
Expenses. Total of all expenses incurred	2021-12-31	$5,726
Benefits paid (including direct rollovers)	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$1,786,699
Total plan assets at beginning of year	2021-12-31	$1,425,198
Total contributions received or receivable from participants	2021-12-31	$24,900
Assets. Value of loans (other than to participants)	2021-12-31	$429
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$0
Other income received	2021-12-31	$325,327
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$361,501
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,786,699
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$1,425,198
Total contributions received or receivable from employer(s)	2021-12-31	$17,000
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$5,726
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$301,216
Expenses. Total of all expenses incurred	2020-12-31	$3,478
Total plan assets at end of year	2020-12-31	$1,411,997
Total plan assets at beginning of year	2020-12-31	$1,114,259
Total contributions received or receivable from participants	2020-12-31	$16,087
Assets. Value of loans (other than to participants)	2020-12-31	$14,337
Contributions received from other sources (not participants or employers)	2020-12-31	$0
Other income received	2020-12-31	$273,729
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$297,738
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$1,411,997
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$1,114,259
Total contributions received or receivable from employer(s)	2020-12-31	$11,400
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$3,478
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$231,162
Expenses. Total of all expenses incurred	2019-12-31	$2,101
Benefits paid (including direct rollovers)	2019-12-31	$0
Total plan assets at end of year	2019-12-31	$1,114,259
Total plan assets at beginning of year	2019-12-31	$885,198
Total contributions received or receivable from participants	2019-12-31	$15,600
Assets. Value of loans (other than to participants)	2019-12-31	$28,391
Other income received	2019-12-31	$204,362
Net income (gross income less expenses)	2019-12-31	$229,061
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$1,114,259
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$885,198
Total contributions received or receivable from employer(s)	2019-12-31	$11,200
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$2,101
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-11,308
Expenses. Total of all expenses incurred	2018-12-31	$793
Benefits paid (including direct rollovers)	2018-12-31	$0
Total plan assets at end of year	2018-12-31	$885,198
Total plan assets at beginning of year	2018-12-31	$897,299
Total contributions received or receivable from participants	2018-12-31	$15,600
Assets. Value of loans (other than to participants)	2018-12-31	$44,194
Other income received	2018-12-31	$-37,908
Net income (gross income less expenses)	2018-12-31	$-12,101
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$885,198
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$897,299
Total contributions received or receivable from employer(s)	2018-12-31	$11,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$793
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$161,470
Expenses. Total of all expenses incurred	2017-12-31	$296
Total plan assets at end of year	2017-12-31	$897,299
Total plan assets at beginning of year	2017-12-31	$736,125
Value of fidelity bond covering the plan	2017-12-31	$100,000
Total contributions received or receivable from participants	2017-12-31	$15,600
Assets. Value of loans (other than to participants)	2017-12-31	$59,133
Other income received	2017-12-31	$130,015
Net income (gross income less expenses)	2017-12-31	$161,174
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$897,299
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$736,125
Total contributions received or receivable from employer(s)	2017-12-31	$15,855
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$296
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$97,658
Expenses. Total of all expenses incurred	2016-12-31	$68,336
Benefits paid (including direct rollovers)	2016-12-31	$67,500
Total plan assets at end of year	2016-12-31	$736,125
Total plan assets at beginning of year	2016-12-31	$706,803
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$34,250
Assets. Value of loans (other than to participants)	2016-12-31	$65,823
Other income received	2016-12-31	$42,558
Net income (gross income less expenses)	2016-12-31	$29,322
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$736,125
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$706,803
Total contributions received or receivable from employer(s)	2016-12-31	$20,850
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$836
2015 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$85,776
Expenses. Total of all expenses incurred	2015-12-31	$60,725
Benefits paid (including direct rollovers)	2015-12-31	$57,863
Total plan assets at end of year	2015-12-31	$706,803
Total plan assets at beginning of year	2015-12-31	$681,752
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$35,766
Assets. Value of loans (other than to participants)	2015-12-31	$76,892
Other income received	2015-12-31	$28,986
Net income (gross income less expenses)	2015-12-31	$25,051
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$706,803
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$681,752
Total contributions received or receivable from employer(s)	2015-12-31	$21,024
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,862
2014 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$78,298
Expenses. Total of all expenses incurred	2014-12-31	$298
Total plan assets at end of year	2014-12-31	$681,752
Total plan assets at beginning of year	2014-12-31	$603,752
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$26,160
Assets. Value of loans (other than to participants)	2014-12-31	$87,474
Other income received	2014-12-31	$39,338
Net income (gross income less expenses)	2014-12-31	$78,000
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$681,752
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$603,752
Total contributions received or receivable from employer(s)	2014-12-31	$12,800
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$298
2013 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$113,432
Expenses. Total of all expenses incurred	2013-12-31	$5,614
Benefits paid (including direct rollovers)	2013-12-31	$5,234
Total plan assets at end of year	2013-12-31	$603,752
Total plan assets at beginning of year	2013-12-31	$495,934
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$26,292
Assets. Value of loans (other than to participants)	2013-12-31	$97,591
Other income received	2013-12-31	$68,454
Net income (gross income less expenses)	2013-12-31	$107,818
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$603,752
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$495,934
Total contributions received or receivable from employer(s)	2013-12-31	$18,686
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$380
2012 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2012 401k financial data
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$64,478
Expenses. Total of all expenses incurred	2012-12-31	$2,610
Total plan assets at end of year	2012-12-31	$495,934
Total plan assets at beginning of year	2012-12-31	$434,066
Value of fidelity bond covering the plan	2012-12-31	$100,000
Assets. Value of loans (other than to participants)	2012-12-31	$108,835
Other income received	2012-12-31	$64,478
Net income (gross income less expenses)	2012-12-31	$61,868
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$495,934
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$434,066
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,610
2011 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2011 401k financial data
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$-256,622
Expenses. Total of all expenses incurred	2011-12-31	$961
Benefits paid (including direct rollovers)	2011-12-31	$961
Total plan assets at end of year	2011-12-31	$434,066
Total plan assets at beginning of year	2011-12-31	$691,649
Value of fidelity bond covering the plan	2011-12-31	$100,000
Assets. Value of loans (other than to participants)	2011-12-31	$26,000
Other income received	2011-12-31	$-256,622
Net income (gross income less expenses)	2011-12-31	$-257,583
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$434,066
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$691,649
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$95,228
Expenses. Total of all expenses incurred	2010-12-31	$150
Total plan assets at end of year	2010-12-31	$691,649
Total plan assets at beginning of year	2010-12-31	$596,571
Value of fidelity bond covering the plan	2010-12-31	$100,000
Assets. Value of loans (other than to participants)	2010-12-31	$300,512
Other income received	2010-12-31	$72,728
Net income (gross income less expenses)	2010-12-31	$95,078
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$691,649
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$596,571
Total contributions received or receivable from employer(s)	2010-12-31	$22,500
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
2009 : CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN

2023: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: CAPITOL STRATEGIES GROUP, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAPITOL STRATEGIES GROUP, INC.
Employer identification number (EIN):	942704473
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Plan id#	Filing Submission Date	Name of Administrator
001	2023-01-01
001	2023-01-01	DENNIS LOPER
001	2022-01-01
001	2022-01-01	DENNIS LOPER
001	2021-01-01
001	2021-01-01	DENNIS LOPER
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DENNIS LOPER
001	2016-01-01	DENNIS LOPER
001	2015-01-01	DENNIS LOPER
001	2014-01-01	DENNIS LOPER
001	2013-01-01	DENNIS LOPER
001	2012-01-01	DENNIS LOPER
001	2011-01-01	DENNIS LOPER
001	2010-01-01	DENNIS LOPER
001	2009-01-01	DENNIS LOPER