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CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING 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).
  • Profit-sharing
  • 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.
  • 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

CAPVIEW ASSOCIATES LLC DBA CAPVIEW STRATEGIES has sponsored the creation of one or more 401k plans.

Company Name:CAPVIEW ASSOCIATES LLC DBA CAPVIEW STRATEGIES
Employer identification number (EIN):464874228
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING 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
0012020-01-01

Plan Statistics for CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025: CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2025 401k membership
Total number of particpants at beginning of year2025-10-075
Total number of particpants at end of year2025-10-075
Number of Participants With Account Balances2025-10-075
2024: CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-083
Total number of particpants at end of year2024-10-084
Number of Participants With Account Balances2024-10-084
2022: CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-102
Total number of particpants at end of year2022-10-102
Number of Participants With Account Balances2022-10-102

Financial Data on CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2025 : CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2025 401k financial data
Total liabilities as of the end of the plan year2025-10-070
Total liabilities as of the beginning of the plan year2025-10-070
Total expenses incurred by plan in this plan year2025-10-0780
Net assets as of the end of the plan year2025-10-07496390
Total assets as of the beginning of the plan year2025-10-07376610
Value of plan covered by a fidelity bond2025-10-0737661
Participant contributions to plan in this plan year2025-10-0740000
Other expenses paid from plan in this plan year2025-10-0780
Other contributions to plan in this plan year2025-10-070
Other income to plan in this plan year2025-10-0727065
Plan net income in this plan year2025-10-07119780
Net assets as of the end of the plan year2025-10-07496390
Net assets as of the beginning of the plan year2025-10-07376610
Employer contributions to plan in this plan year2025-10-0752795
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-070
2024 : CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2024 401k financial data
Total liabilities as of the end of the plan year2024-10-080
Total liabilities as of the beginning of the plan year2024-10-080
Total expenses incurred by plan in this plan year2024-10-0860
Net assets as of the end of the plan year2024-10-08376610
Total assets as of the beginning of the plan year2024-10-08256224
Value of plan covered by a fidelity bond2024-10-0837661
Participant contributions to plan in this plan year2024-10-0840000
Other income to plan in this plan year2024-10-0825110
Plan net income in this plan year2024-10-08120386
Net assets as of the end of the plan year2024-10-08376610
Net assets as of the beginning of the plan year2024-10-08256224
Employer contributions to plan in this plan year2024-10-0855336
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-0860
2022 : CAPVIEW ASSOCIATES LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-1040
Net assets as of the end of the plan year2022-10-10203733
Total assets as of the beginning of the plan year2022-10-10127964
Participant contributions to plan in this plan year2022-10-1026193
Other income to plan in this plan year2022-10-1010923
Plan net income in this plan year2022-10-1075769
Net assets as of the end of the plan year2022-10-10203733
Net assets as of the beginning of the plan year2022-10-10127964
Employer contributions to plan in this plan year2022-10-1038693
Expensese paid to adminstrative service provicers from plan in this plan year2022-10-1040

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