401k Plan data: CAPITOL RESOURCES, LLC 401(K) PLAN plan

CAPITOL RESOURCES, LLC 401(K) PLAN 401k Plan overview

Plan Name	CAPITOL RESOURCES, LLC 401(K) PLAN
Plan identification number	001

CAPITOL RESOURCES, LLC 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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 RESOURCES, LLC has sponsored the creation of one or more 401k plans.

Company Name: CAPITOL RESOURCES, LLC

Employer identification number (EIN): 640934337

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITOL RESOURCES, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 HENRY BARBOUR 2024-10-09
001 2022-01-01 HENRY BARBOUR 2023-07-23
001 2021-01-01 HENRY BARBOUR 2022-07-12 HENRY BARBOUR 2022-07-12
001 2020-01-01 HENRY BARBOUR 2021-06-24 HENRY BARBOUR 2021-06-24
001 2019-01-01 HENRY BARBOUR 2020-07-21 HENRY BARBOUR 2020-07-21
001 2018-01-01 HENRY BARBOUR 2019-05-07 HENRY BARBOUR 2019-05-07
001 2017-01-01 HENRY BARBOUR 2018-04-18 HENRY BARBOUR 2018-04-18
001 2016-01-01 HENRY BARBOUR 2017-06-07 HENRY BARBOUR 2017-06-07
001 2015-01-01 HENRY BARBOUR 2016-07-27 HENRY BARBOUR 2016-07-27
001 2014-01-01 JOHN LUNDY 2015-08-12 JOHN LUNDY 2015-08-12
001 2013-01-01 JOHN LUNDY 2014-09-08 JOHN LUNDY 2014-09-08
001 2012-01-01 JOHN LUNDY 2013-03-27
001 2011-01-01 JOHN LUNDY 2012-07-03
001 2010-01-01 JOHN LUNDY 2011-07-22
001 2009-01-01 JOHN LUNDY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	HENRY BARBOUR	2024-10-09
001	2022-01-01	HENRY BARBOUR	2023-07-23
001	2021-01-01	HENRY BARBOUR	2022-07-12	HENRY BARBOUR	2022-07-12
001	2020-01-01	HENRY BARBOUR	2021-06-24	HENRY BARBOUR	2021-06-24
001	2019-01-01	HENRY BARBOUR	2020-07-21	HENRY BARBOUR	2020-07-21
001	2018-01-01	HENRY BARBOUR	2019-05-07	HENRY BARBOUR	2019-05-07
001	2017-01-01	HENRY BARBOUR	2018-04-18	HENRY BARBOUR	2018-04-18
001	2016-01-01	HENRY BARBOUR	2017-06-07	HENRY BARBOUR	2017-06-07
001	2015-01-01	HENRY BARBOUR	2016-07-27	HENRY BARBOUR	2016-07-27
001	2014-01-01	JOHN LUNDY	2015-08-12	JOHN LUNDY	2015-08-12
001	2013-01-01	JOHN LUNDY	2014-09-08	JOHN LUNDY	2014-09-08
001	2012-01-01	JOHN LUNDY	2013-03-27
001	2011-01-01	JOHN LUNDY	2012-07-03
001	2010-01-01	JOHN LUNDY	2011-07-22
001	2009-01-01	JOHN LUNDY

Financial Data on CAPITOL RESOURCES, LLC 401(K) PLAN

Measure	Date	Value
2025 : CAPITOL RESOURCES, LLC 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year	2025-10-13	44568
Net assets as of the end of the plan year	2025-10-13	9195069
Total assets as of the beginning of the plan year	2025-10-13	7246378
Value of plan covered by a fidelity bond	2025-10-13	500000
Participant contributions to plan in this plan year	2025-10-13	438356
Other income to plan in this plan year	2025-10-13	1122325
Plan net income in this plan year	2025-10-13	1948691
Net assets as of the end of the plan year	2025-10-13	9195069
Net assets as of the beginning of the plan year	2025-10-13	7246378
Employer contributions to plan in this plan year	2025-10-13	432578
Expensese paid to adminstrative service provicers from plan in this plan year	2025-10-13	39977
2024 : CAPITOL RESOURCES, LLC 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-10-09	513108
Net assets as of the end of the plan year	2024-10-09	7246378
Total assets as of the beginning of the plan year	2024-10-09	5930472
Value of plan covered by a fidelity bond	2024-10-09	500000
Participant contributions to plan in this plan year	2024-10-09	385955
Other income to plan in this plan year	2024-10-09	1107498
Plan net income in this plan year	2024-10-09	1315906
Net assets as of the end of the plan year	2024-10-09	7246378
Net assets as of the beginning of the plan year	2024-10-09	5930472
Employer contributions to plan in this plan year	2024-10-09	335561
Expensese paid to adminstrative service provicers from plan in this plan year	2024-10-09	30436
2022 : CAPITOL RESOURCES, LLC 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-07-12	59611
Net assets as of the end of the plan year	2022-07-12	8761027
Total assets as of the beginning of the plan year	2022-07-12	6760881
Value of plan covered by a fidelity bond	2022-07-12	500000
Participant contributions to plan in this plan year	2022-07-12	370878
Other income to plan in this plan year	2022-07-12	1359492
Plan net income in this plan year	2022-07-12	2000146
Net assets as of the end of the plan year	2022-07-12	8761027
Net assets as of the beginning of the plan year	2022-07-12	6760881
Employer contributions to plan in this plan year	2022-07-12	329387
Expensese paid to adminstrative service provicers from plan in this plan year	2022-07-12	59611

Form 5500 Responses for CAPITOL RESOURCES, LLC 401(K) PLAN

2009: CAPITOL RESOURCES, LLC 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	First time form 5500 has been submitted	Yes
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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	CAPITOL RESOURCES, LLC
Employer identification number (EIN):	640934337
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services