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CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN 401k Plan overview

Plan NameCAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN
Plan identification number 001

CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) 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
  • 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

CAPITOL ADVISORS ON TECHNOLOGY, LLC has sponsored the creation of one or more 401k plans.

Company Name:CAPITOL ADVISORS ON TECHNOLOGY, LLC
Employer identification number (EIN):571164621
NAIC Classification:541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) 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
0012019-01-01TYRONE TAYLOR2020-10-13 TYRONE TAYLOR2020-10-13
0012019-01-01TYRONE TAYLOR2021-01-18 TYRONE TAYLOR2021-01-18

Plan Statistics for CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN

401k plan membership statisitcs for CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN

Measure Date Value
2025: CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-05-1326
Total number of particpants at end of year2025-05-1323
Number of Participants With Account Balances2025-05-1311
2024: CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-07-2236
Total number of particpants at end of year2024-07-2222
Number of Participants With Account Balances2024-07-2212

Financial Data on CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN

Measure Date Value
2025 : CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-130
Total liabilities as of the end of the plan year2025-05-130
Total liabilities as of the beginning of the plan year2025-05-130
Total expenses incurred by plan in this plan year2025-05-1336468
Net assets as of the end of the plan year2025-05-13478096
Total assets as of the beginning of the plan year2025-05-13346821
Value of plan covered by a fidelity bond2025-05-13385000
Participant contributions to plan in this plan year2025-05-1394417
Value of participant loans at end of plan year2025-05-13180
Other expenses paid from plan in this plan year2025-05-130
Other contributions to plan in this plan year2025-05-130
Other income to plan in this plan year2025-05-1348568
Plan net income in this plan year2025-05-13131275
Net assets as of the end of the plan year2025-05-13478096
Net assets as of the beginning of the plan year2025-05-13346821
Employer contributions to plan in this plan year2025-05-1324758
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-134489
2024 : CAPITOL ADVISORS ON TECHNOLOGY, LLC 401(K) PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-07-220
Total liabilities as of the end of the plan year2024-07-220
Total liabilities as of the beginning of the plan year2024-07-220
Total expenses incurred by plan in this plan year2024-07-2238535
Net assets as of the end of the plan year2024-07-22346821
Total assets as of the beginning of the plan year2024-07-22241832
Value of plan covered by a fidelity bond2024-07-22385000
Participant contributions to plan in this plan year2024-07-2267618
Value of participant loans at end of plan year2024-07-221209
Other expenses paid from plan in this plan year2024-07-220
Other contributions to plan in this plan year2024-07-220
Other income to plan in this plan year2024-07-2255869
Plan net income in this plan year2024-07-22104989
Net assets as of the end of the plan year2024-07-22346821
Net assets as of the beginning of the plan year2024-07-22241832
Employer contributions to plan in this plan year2024-07-2220037
Expensese paid to adminstrative service provicers from plan in this plan year2024-07-223339

Potentially related plans

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