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

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

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

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

401k Plan Type

Defined 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

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

Company Name: CAPITAL STRATEGIES GROUP, INC.

Employer identification number (EIN): 631207374

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL 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 2022-01-01
001 2021-01-01 LUCY MCDOWELL 2022-03-09
001 2020-01-01 LUCY MCDOWELL 2021-05-26
001 2019-01-01 LUCY MCDOWELL 2020-07-23
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 LUCY MCDOWELL
001 2014-01-01 LUCY MCDOWELL
001 2013-01-01 LUCY MCDOWELL
001 2012-01-01 LUCILA MCDOWELL
001 2011-01-01 CLAUDETTE LOVVORN
001 2010-01-01 CLAUDETTE LOVVORN 2011-06-02
001 2009-01-01 CLAUDETTE LOVVORN

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01	LUCY MCDOWELL	2022-03-09
001	2020-01-01	LUCY MCDOWELL	2021-05-26
001	2019-01-01	LUCY MCDOWELL	2020-07-23
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	LUCY MCDOWELL
001	2014-01-01	LUCY MCDOWELL
001	2013-01-01	LUCY MCDOWELL
001	2012-01-01	LUCILA MCDOWELL
001	2011-01-01	CLAUDETTE LOVVORN
001	2010-01-01	CLAUDETTE LOVVORN	2011-06-02
001	2009-01-01	CLAUDETTE LOVVORN

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

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

Measure Date Value
2021: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 15
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 5
Total of all active and inactive participants 2021-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 20
Number of participants with account balances 2021-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
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 6
Total of all active and inactive participants 2020-01-01 21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 21
Number of participants with account balances 2020-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 23
Number of participants with account balances 2019-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 24
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 9
Total of all active and inactive participants 2018-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 25
Number of participants with account balances 2018-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 15
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 9
Total of all active and inactive participants 2017-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2016: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 18
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 8
Total of all active and inactive participants 2016-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 26
Number of participants with account balances 2016-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 1
2015: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 27
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 21
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 6
Total of all active and inactive participants 2015-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 27
Number of participants with account balances 2015-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
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 7
Total of all active and inactive participants 2014-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 27
Number of participants with account balances 2014-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 34
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 22
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 28
Number of participants with account balances 2013-01-01 26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 29
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 34
Number of participants with account balances 2012-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 22
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
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 5
Total of all active and inactive participants 2011-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 33
Number of participants with account balances 2011-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
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 4
Total of all active and inactive participants 2009-01-01 25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 25
Number of participants with account balances 2009-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2021: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	15
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	5
Total of all active and inactive participants	2021-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	20
Number of participants with account balances	2021-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
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	6
Total of all active and inactive participants	2020-01-01	21
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	21
Number of participants with account balances	2020-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	23
Number of participants with account balances	2019-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	24
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	9
Total of all active and inactive participants	2018-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	25
Number of participants with account balances	2018-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	15
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	9
Total of all active and inactive participants	2017-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2016: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	18
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	8
Total of all active and inactive participants	2016-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	26
Number of participants with account balances	2016-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	1
2015: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	27
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	21
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	6
Total of all active and inactive participants	2015-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	27
Number of participants with account balances	2015-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
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	7
Total of all active and inactive participants	2014-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	27
Number of participants with account balances	2014-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	34
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	22
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	28
Number of participants with account balances	2013-01-01	26
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	29
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	34
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	34
Number of participants with account balances	2012-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	22
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
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	5
Total of all active and inactive participants	2011-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	33
Number of participants with account balances	2011-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
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	4
Total of all active and inactive participants	2009-01-01	25
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	25
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

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

Measure	Date	Value
2021 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$937,973
Expenses. Total of all expenses incurred	2021-12-31	$416,178
Benefits paid (including direct rollovers)	2021-12-31	$416,178
Total plan assets at end of year	2021-12-31	$5,210,969
Total plan assets at beginning of year	2021-12-31	$4,689,174
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$158,628
Contributions received from other sources (not participants or employers)	2021-12-31	$51,755
Other income received	2021-12-31	$652,741
Net income (gross income less expenses)	2021-12-31	$521,795
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,210,969
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,689,174
Assets. Value of participant loans	2021-12-31	$75,827
Total contributions received or receivable from employer(s)	2021-12-31	$74,849
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$823,381
Expenses. Total of all expenses incurred	2020-12-31	$115,649
Benefits paid (including direct rollovers)	2020-12-31	$103,376
Total plan assets at end of year	2020-12-31	$4,689,174
Total plan assets at beginning of year	2020-12-31	$3,981,442
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$173,282
Other income received	2020-12-31	$567,726
Net income (gross income less expenses)	2020-12-31	$707,732
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,689,174
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,981,442
Assets. Value of participant loans	2020-12-31	$87,428
Total contributions received or receivable from employer(s)	2020-12-31	$82,373
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$12,273
2019 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$933,998
Expenses. Total of all expenses incurred	2019-12-31	$291,501
Benefits paid (including direct rollovers)	2019-12-31	$275,568
Total plan assets at end of year	2019-12-31	$3,981,442
Total plan assets at beginning of year	2019-12-31	$3,338,945
Value of fidelity bond covering the plan	2019-12-31	$300,000
Total contributions received or receivable from participants	2019-12-31	$148,795
Other income received	2019-12-31	$725,127
Net income (gross income less expenses)	2019-12-31	$642,497
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,981,442
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,338,945
Assets. Value of participant loans	2019-12-31	$140,713
Total contributions received or receivable from employer(s)	2019-12-31	$60,076
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$15,933
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$11,065
Expenses. Total of all expenses incurred	2018-12-31	$10,718
Benefits paid (including direct rollovers)	2018-12-31	$10,718
Total plan assets at end of year	2018-12-31	$3,338,945
Total plan assets at beginning of year	2018-12-31	$3,338,598
Value of fidelity bond covering the plan	2018-12-31	$300,000
Total contributions received or receivable from participants	2018-12-31	$145,124
Other income received	2018-12-31	$-211,382
Net income (gross income less expenses)	2018-12-31	$347
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,338,945
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,338,598
Assets. Value of participant loans	2018-12-31	$140,173
Total contributions received or receivable from employer(s)	2018-12-31	$77,323
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$643,715
Expenses. Total of all expenses incurred	2017-12-31	$306,383
Benefits paid (including direct rollovers)	2017-12-31	$298,359
Total plan assets at end of year	2017-12-31	$3,338,598
Total plan assets at beginning of year	2017-12-31	$3,001,266
Value of fidelity bond covering the plan	2017-12-31	$300,000
Total contributions received or receivable from participants	2017-12-31	$127,747
Other income received	2017-12-31	$445,090
Net income (gross income less expenses)	2017-12-31	$337,332
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$3,338,598
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$3,001,266
Assets. Value of participant loans	2017-12-31	$116,198
Total contributions received or receivable from employer(s)	2017-12-31	$70,878
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$8,024
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2016 401k financial data
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$451,714
Expenses. Total of all expenses incurred	2016-12-31	$238,574
Benefits paid (including direct rollovers)	2016-12-31	$223,302
Total plan assets at end of year	2016-12-31	$3,001,266
Total plan assets at beginning of year	2016-12-31	$2,788,126
Value of fidelity bond covering the plan	2016-12-31	$300,000
Total contributions received or receivable from participants	2016-12-31	$148,323
Contributions received from other sources (not participants or employers)	2016-12-31	$48,262
Other income received	2016-12-31	$207,263
Net income (gross income less expenses)	2016-12-31	$213,140
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$3,001,266
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,788,126
Assets. Value of participant loans	2016-12-31	$133,428
Total contributions received or receivable from employer(s)	2016-12-31	$47,866
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$15,272
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$216,392
Expenses. Total of all expenses incurred	2015-12-31	$87,818
Benefits paid (including direct rollovers)	2015-12-31	$74,241
Total plan assets at end of year	2015-12-31	$2,788,126
Total plan assets at beginning of year	2015-12-31	$2,659,552
Value of fidelity bond covering the plan	2015-12-31	$300,000
Total contributions received or receivable from participants	2015-12-31	$156,548
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-22,063
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$128,574
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,788,126
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,659,552
Assets. Value of participant loans	2015-12-31	$214,615
Total contributions received or receivable from employer(s)	2015-12-31	$81,907
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$13,577
2014 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$433,657
Expenses. Total of all expenses incurred	2014-12-31	$545,102
Benefits paid (including direct rollovers)	2014-12-31	$531,513
Total plan assets at end of year	2014-12-31	$2,659,552
Total plan assets at beginning of year	2014-12-31	$2,770,997
Value of fidelity bond covering the plan	2014-12-31	$300,000
Total contributions received or receivable from participants	2014-12-31	$166,869
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$168,955
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-111,445
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,659,552
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,770,997
Assets. Value of participant loans	2014-12-31	$208,662
Total contributions received or receivable from employer(s)	2014-12-31	$97,833
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$13,589
2013 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$744,069
Expenses. Total of all expenses incurred	2013-12-31	$291,861
Benefits paid (including direct rollovers)	2013-12-31	$278,687
Total plan assets at end of year	2013-12-31	$2,770,997
Total plan assets at beginning of year	2013-12-31	$2,318,789
Value of fidelity bond covering the plan	2013-12-31	$300,000
Total contributions received or receivable from participants	2013-12-31	$219,195
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$410,313
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$452,208
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,770,997
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,318,789
Assets. Value of participant loans	2013-12-31	$66,203
Total contributions received or receivable from employer(s)	2013-12-31	$114,561
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$13,174
2012 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$594,327
Expenses. Total of all expenses incurred	2012-12-31	$10,804
Benefits paid (including direct rollovers)	2012-12-31	$595
Total plan assets at end of year	2012-12-31	$2,318,789
Total plan assets at beginning of year	2012-12-31	$1,735,266
Value of fidelity bond covering the plan	2012-12-31	$300,000
Total contributions received or receivable from participants	2012-12-31	$218,319
Contributions received from other sources (not participants or employers)	2012-12-31	$32,002
Other income received	2012-12-31	$233,453
Net income (gross income less expenses)	2012-12-31	$583,523
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,318,789
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,735,266
Assets. Value of participant loans	2012-12-31	$75,493
Total contributions received or receivable from employer(s)	2012-12-31	$110,553
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$10,209
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$296,879
Expenses. Total of all expenses incurred	2011-12-31	$32,276
Benefits paid (including direct rollovers)	2011-12-31	$30,587
Total plan assets at end of year	2011-12-31	$1,735,266
Total plan assets at beginning of year	2011-12-31	$1,470,663
Value of fidelity bond covering the plan	2011-12-31	$300,000
Total contributions received or receivable from participants	2011-12-31	$179,345
Contributions received from other sources (not participants or employers)	2011-12-31	$17,992
Other income received	2011-12-31	$-2,170
Net income (gross income less expenses)	2011-12-31	$264,603
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,735,266
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,470,663
Assets. Value of participant loans	2011-12-31	$100,893
Total contributions received or receivable from employer(s)	2011-12-31	$101,712
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,689
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2009 : CAPITAL 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 CAPITAL STRATEGIES GROUP, INC. 401(K) PLAN

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

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38129

Policy instance

Insurance contract or identification number	G38129
Number of Individuals Covered	20
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $2,965
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,965
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38129

Policy instance

Insurance contract or identification number	G38129
Number of Individuals Covered	21
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,454
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,454
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38129

Policy instance

Insurance contract or identification number	G38129
Number of Individuals Covered	22
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,690
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,690
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38129

Policy instance

Insurance contract or identification number	G38129
Number of Individuals Covered	24
Insurance policy start date	2018-03-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $13,090
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,090
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G38129

Policy instance

Insurance contract or identification number	G38129
Number of Individuals Covered	22
Insurance policy start date	2017-03-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,213
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,213
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH4910

Policy instance

Insurance contract or identification number	GH4910
Number of Individuals Covered	0
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,713
Total amount of fees paid to insurance company	USD $161
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	CAPITAL STRATEGIES GROUP, INC.
Employer identification number (EIN):	631207374
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages