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CAPSTONE STRATEGIES 401K PLAN 401k Plan overview

Plan NameCAPSTONE STRATEGIES 401K PLAN
Plan identification number 001

CAPSTONE STRATEGIES 401K 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.
  • 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 STRATEGIES LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPSTONE STRATEGIES LLC
Employer identification number (EIN):205614331
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPSTONE STRATEGIES 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01FELICIA PIERCE2016-10-14
0012014-01-01FELICIA PIERCE2015-10-13
0012013-01-01
0012012-01-01ELIZABETH POWELL2013-08-26
0012011-01-01ELIZABETH POWELL2012-09-14
0012010-01-01ALEX ARELLANO2011-07-11

Financial Data on CAPSTONE STRATEGIES 401K PLAN

Measure Date Value
2025 : CAPSTONE STRATEGIES 401K PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-07-151438379
Net assets as of the end of the plan year2025-07-150
Total assets as of the beginning of the plan year2025-07-151154716
Value of plan covered by a fidelity bond2025-07-1510000
Participant contributions to plan in this plan year2025-07-15113741
Other income to plan in this plan year2025-07-15161749
Plan net income in this plan year2025-07-15-1154716
Net assets as of the end of the plan year2025-07-150
Net assets as of the beginning of the plan year2025-07-151154716
Employer contributions to plan in this plan year2025-07-158173
Expensese paid to adminstrative service provicers from plan in this plan year2025-07-1515883
2024 : CAPSTONE STRATEGIES 401K PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-06-2116812
Net assets as of the end of the plan year2024-06-211154716
Total assets as of the beginning of the plan year2024-06-21918861
Value of plan covered by a fidelity bond2024-06-2110000
Participant contributions to plan in this plan year2024-06-21101828
Other income to plan in this plan year2024-06-21140740
Plan net income in this plan year2024-06-21235855
Net assets as of the end of the plan year2024-06-211154716
Net assets as of the beginning of the plan year2024-06-21918861
Employer contributions to plan in this plan year2024-06-2110099
Fees paid to broker by Benefit Provider2024-06-2112983
2022 : CAPSTONE STRATEGIES 401K PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-08-240
Net assets as of the end of the plan year2022-08-24970885
Total assets as of the beginning of the plan year2022-08-24749099
Value of plan covered by a fidelity bond2022-08-2410000
Participant contributions to plan in this plan year2022-08-2488531
Other income to plan in this plan year2022-08-2498276
Plan net income in this plan year2022-08-24221786
Net assets as of the end of the plan year2022-08-24970885
Net assets as of the beginning of the plan year2022-08-24749099
Employer contributions to plan in this plan year2022-08-2434979
Fees paid to broker by Benefit Provider2022-08-247404

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