CAPPSTONE, INC. has sponsored the creation of one or more 401k plans.
Additional information about CAPPSTONE, INC.
Submission information for form 5500 for 401k plan CAPPSTONE, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2024 : CAPPSTONE, INC. 401(K) PLAN 2024 401k financial data |
|---|
| Transfers to/from the plan | 2024-01-01 | $0 |
| Total plan liabilities at end of year | 2024-01-01 | $0 |
| Total plan liabilities at beginning of year | 2024-01-01 | $0 |
| Total income from all sources | 2024-01-01 | $995,531 |
| Expenses. Total of all expenses incurred | 2024-01-01 | $75,522 |
| Benefits paid (including direct rollovers) | 2024-01-01 | $55,618 |
| Total plan assets at end of year | 2024-01-01 | $4,541,259 |
| Total plan assets at beginning of year | 2024-01-01 | $3,621,250 |
| Value of fidelity bond covering the plan | 2024-01-01 | $500,000 |
| Total contributions received or receivable from participants | 2024-01-01 | $174,720 |
| Expenses. Other expenses not covered elsewhere | 2024-01-01 | $0 |
| Contributions received from other sources (not participants or employers) | 2024-01-01 | $0 |
| Other income received | 2024-01-01 | $729,252 |
| Noncash contributions received | 2024-01-01 | $0 |
| Net income (gross income less expenses) | 2024-01-01 | $920,009 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-01 | $4,541,259 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-01 | $3,621,250 |
| Assets. Value of participant loans | 2024-01-01 | $38,327 |
| Total contributions received or receivable from employer(s) | 2024-01-01 | $91,559 |
| Value of certain deemed distributions of participant loans | 2024-01-01 | $0 |
| Value of corrective distributions | 2024-01-01 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-01 | $19,904 |
| 2023 : CAPPSTONE, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Transfers to/from the plan | 2023-12-31 | $0 |
| Total plan liabilities at end of year | 2023-12-31 | $0 |
| Total plan liabilities at beginning of year | 2023-12-31 | $0 |
| Total income from all sources | 2023-12-31 | $920,386 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $20,952 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $5,630 |
| Total plan assets at end of year | 2023-12-31 | $3,621,250 |
| Total plan assets at beginning of year | 2023-12-31 | $2,721,816 |
| Value of fidelity bond covering the plan | 2023-12-31 | $500,000 |
| Assets. Value of tangible personal property | 2023-12-31 | $0 |
| Total contributions received or receivable from participants | 2023-12-31 | $155,896 |
| Assets. Value of loans (other than to participants) | 2023-12-31 | $0 |
| 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 | $684,896 |
| Noncash contributions received | 2023-12-31 | $0 |
| Net income (gross income less expenses) | 2023-12-31 | $899,434 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $3,621,250 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,721,816 |
| Assets. Value of participant loans | 2023-12-31 | $27,027 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $0 |
| Assets. Value of real-estate (other than employer real property) | 2023-12-31 | $0 |
| Assets. Value of employer securities | 2023-12-31 | $0 |
| Assets. Value of employer real property | 2023-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $79,594 |
| 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 | $15,322 |
| 2022 : CAPPSTONE, INC. 401(K) PLAN 2022 401k financial data |
|---|
| Transfers to/from the plan | 2022-12-31 | $0 |
| 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 | $-465,188 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $238,347 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $223,505 |
| Total plan assets at end of year | 2022-12-31 | $2,721,816 |
| Total plan assets at beginning of year | 2022-12-31 | $3,425,351 |
| Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $171,736 |
| Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2022-12-31 | $0 |
| Other income received | 2022-12-31 | $-727,467 |
| Noncash contributions received | 2022-12-31 | $0 |
| Net income (gross income less expenses) | 2022-12-31 | $-703,535 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $2,721,816 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,425,351 |
| Assets. Value of participant loans | 2022-12-31 | $15,000 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $90,543 |
| Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
| Value of corrective distributions | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $14,842 |
| 2021 : CAPPSTONE, 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 | $806,257 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $11,976 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $7,690 |
| Total plan assets at end of year | 2021-12-31 | $3,425,351 |
| Total plan assets at beginning of year | 2021-12-31 | $2,631,070 |
| Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $151,956 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2021-12-31 | $53,127 |
| Other income received | 2021-12-31 | $517,864 |
| Noncash contributions received | 2021-12-31 | $0 |
| Net income (gross income less expenses) | 2021-12-31 | $794,281 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $3,425,351 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,631,070 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $83,310 |
| 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 | $4,286 |
| 2020 : CAPPSTONE, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2020-12-31 | $0 |
| Total income from all sources | 2020-12-31 | $636,411 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $28,662 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $28,283 |
| Total plan assets at end of year | 2020-12-31 | $2,631,070 |
| Total plan assets at beginning of year | 2020-12-31 | $2,023,321 |
| Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $146,249 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
| Other income received | 2020-12-31 | $417,556 |
| Noncash contributions received | 2020-12-31 | $0 |
| Net income (gross income less expenses) | 2020-12-31 | $607,749 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $2,631,070 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,023,321 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $72,606 |
| Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
| Value of corrective distributions | 2020-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $379 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : CAPPSTONE, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-12-31 | $0 |
| Total plan liabilities at beginning of year | 2019-12-31 | $0 |
| Total income from all sources | 2019-12-31 | $620,705 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $3,437 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,106 |
| Total plan assets at end of year | 2019-12-31 | $2,023,321 |
| Total plan assets at beginning of year | 2019-12-31 | $1,406,053 |
| Value of fidelity bond covering the plan | 2019-12-31 | $202,333 |
| Total contributions received or receivable from participants | 2019-12-31 | $153,352 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
| Other income received | 2019-12-31 | $385,729 |
| Noncash contributions received | 2019-12-31 | $0 |
| Net income (gross income less expenses) | 2019-12-31 | $617,268 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $2,023,321 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,406,053 |
| Assets. Value of participant loans | 2019-12-31 | $5,258 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $81,624 |
| Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
| Value of corrective distributions | 2019-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $331 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : CAPPSTONE, INC. 401(K) PLAN 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-12-31 | $0 |
| Total plan liabilities at beginning of year | 2018-12-31 | $0 |
| Total income from all sources | 2018-12-31 | $117,422 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $1,056 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $0 |
| Total plan assets at end of year | 2018-12-31 | $1,406,053 |
| Total plan assets at beginning of year | 2018-12-31 | $1,289,687 |
| Value of fidelity bond covering the plan | 2018-12-31 | $140,605 |
| Total contributions received or receivable from participants | 2018-12-31 | $145,658 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
| Other income received | 2018-12-31 | $-101,124 |
| Noncash contributions received | 2018-12-31 | $0 |
| Net income (gross income less expenses) | 2018-12-31 | $116,366 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,406,053 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,289,687 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2018-12-31 | $6,608 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $72,888 |
| Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
| Value of corrective distributions | 2018-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $1,056 |
| 2012 : CAPPSTONE, INC. 401(K) PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $0 |
| Total plan liabilities at beginning of year | 2012-12-31 | $0 |
| Total income from all sources | 2012-12-31 | $129,120 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $1,773 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $350,219 |
| Total plan assets at beginning of year | 2012-12-31 | $222,872 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $62,554 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,773 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
| Other income received | 2012-12-31 | $37,249 |
| Noncash contributions received | 2012-12-31 | $0 |
| Net income (gross income less expenses) | 2012-12-31 | $127,347 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $350,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $222,872 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $29,317 |
| Value of certain deemed distributions of participant loans | 2012-12-31 | $0 |
| Value of corrective distributions | 2012-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2023: CAPPSTONE, INC. 401(K) PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | This submission is the final filing | 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: CAPPSTONE, 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: CAPPSTONE, INC. 401(K) PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Insurance | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CAPPSTONE, 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 | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: CAPPSTONE, INC. 401(K) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: CAPPSTONE, INC. 401(K) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CAPPSTONE, INC. 401(K) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
