401k Plan data: CAPITOL RESOURCES, LLC PENSION PLAN plan

CAPITOL RESOURCES, LLC PENSION PLAN 401k Plan overview

Plan Name	CAPITOL RESOURCES, LLC PENSION PLAN
Plan identification number	002

CAPITOL RESOURCES, LLC PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 HENRY BARBOUR 2024-07-30
002 2022-01-01 HENRY BARBOUR 2023-07-23
002 2021-01-01 HENRY BARBOUR 2022-07-25
002 2020-01-01 HENRY BARBOUR 2021-07-22
002 2019-01-01 HENRY BARBOUR 2020-07-23
002 2018-01-01 HENRY BARBOUR 2019-07-18
002 2017-01-01 HENRY BARBOUR 2018-05-16
002 2016-01-01 HENRY BARBOUR 2017-07-26
002 2015-01-01 HENRY BARBOUR 2016-07-19
002 2014-01-01 MARILYN MORGAN 2015-07-06
002 2013-01-01 MARILYN MORGAN 2014-07-29
002 2012-01-01 MARILYN MORGAN 2013-07-22
002 2011-01-01 MARILYN MORGAN 2012-04-25
002 2010-01-01 MARILYN MORGAN 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	HENRY BARBOUR	2024-07-30
002	2022-01-01	HENRY BARBOUR	2023-07-23
002	2021-01-01	HENRY BARBOUR	2022-07-25
002	2020-01-01	HENRY BARBOUR	2021-07-22
002	2019-01-01	HENRY BARBOUR	2020-07-23
002	2018-01-01	HENRY BARBOUR	2019-07-18
002	2017-01-01	HENRY BARBOUR	2018-05-16
002	2016-01-01	HENRY BARBOUR	2017-07-26
002	2015-01-01	HENRY BARBOUR	2016-07-19
002	2014-01-01	MARILYN MORGAN	2015-07-06
002	2013-01-01	MARILYN MORGAN	2014-07-29
002	2012-01-01	MARILYN MORGAN	2013-07-22
002	2011-01-01	MARILYN MORGAN	2012-04-25
002	2010-01-01	MARILYN MORGAN	2011-07-13

Plan Statistics for CAPITOL RESOURCES, LLC PENSION PLAN

401k plan membership statisitcs for CAPITOL RESOURCES, LLC PENSION PLAN

Measure Date Value
2025: CAPITOL RESOURCES, LLC PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year 2025-07-24 32
Total number of particpants at end of year 2025-07-24 38
2024: CAPITOL RESOURCES, LLC PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-07-30 26
Total number of particpants at end of year 2024-07-30 32
2022: CAPITOL RESOURCES, LLC PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 4,323,033
Acturial value of plan assets 2022-12-31 4,323,033
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 4
Fundng target for terminated vested participants 2022-12-31 96,179
Active participant vested funding target 2022-12-31 3,097,127
Number of active participants 2022-12-31 26
Total funding liabilities for active participants 2022-12-31 3,103,223
Total participant count 2022-12-31 30
Total funding target for all participants 2022-12-31 3,199,402
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 285,615
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 300,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Total employer contributions 2022-12-31 195,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 189,029
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 268,249
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 189,029
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: CAPITOL RESOURCES, LLC PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 3,743,894
Acturial value of plan assets 2021-12-31 3,743,894
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 4
Fundng target for terminated vested participants 2021-12-31 93,833
Active participant vested funding target 2021-12-31 2,650,133
Number of active participants 2021-12-31 23
Total funding liabilities for active participants 2021-12-31 2,655,551
Total participant count 2021-12-31 27
Total funding target for all participants 2021-12-31 2,749,384
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 291,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 306,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 292,500
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 285,615
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 251,333
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 285,615
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: CAPITOL RESOURCES, LLC PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 3,160,350
Acturial value of plan assets 2020-12-31 3,160,350
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 46,985
Active participant vested funding target 2020-12-31 2,307,791
Number of active participants 2020-12-31 23
Total funding liabilities for active participants 2020-12-31 2,312,959
Total participant count 2020-12-31 26
Total funding target for all participants 2020-12-31 2,359,944
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 298,827
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 315,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 300,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 291,177
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 244,805
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 0
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 291,177
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: CAPITOL RESOURCES, LLC PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 2,557,994
Acturial value of plan assets 2019-12-31 2,557,994
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 78,589
Active participant vested funding target 2019-12-31 2,062,528
Number of active participants 2019-12-31 21
Total funding liabilities for active participants 2019-12-31 2,071,374
Total participant count 2019-12-31 25
Total funding target for all participants 2019-12-31 2,149,963
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 297,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 314,108
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 306,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 298,827
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 239,836
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 0
Additional cash requirement 2019-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 298,827
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: CAPITOL RESOURCES, LLC PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 2,392,774
Acturial value of plan assets 2018-12-31 2,392,774
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 5
Fundng target for terminated vested participants 2018-12-31 89,371
Active participant vested funding target 2018-12-31 1,623,788
Number of active participants 2018-12-31 19
Total funding liabilities for active participants 2018-12-31 1,628,278
Total participant count 2018-12-31 24
Total funding target for all participants 2018-12-31 1,717,649
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 286,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 303,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 305,277
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 297,535
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 213,397
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 297,535
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: CAPITOL RESOURCES, LLC PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,931,188
Acturial value of plan assets 2017-12-31 1,931,188
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 53,365
Active participant vested funding target 2017-12-31 1,337,191
Number of active participants 2017-12-31 21
Total funding liabilities for active participants 2017-12-31 1,341,445
Total participant count 2017-12-31 26
Total funding target for all participants 2017-12-31 1,394,810
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 289,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 306,349
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 295,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 286,796
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 207,785
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 286,796
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: CAPITOL RESOURCES, LLC PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,539,040
Acturial value of plan assets 2016-12-31 1,539,040
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 39,993
Active participant vested funding target 2016-12-31 1,070,280
Number of active participants 2016-12-31 21
Total funding liabilities for active participants 2016-12-31 1,071,488
Total participant count 2016-12-31 25
Total funding target for all participants 2016-12-31 1,111,481
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 280,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 297,590
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 297,541
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 289,063
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 197,290
Net shortfall amortization installment of oustanding balance 2016-12-31 0
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 0
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 289,063
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2025: CAPITOL RESOURCES, LLC PENSION PLAN 2025 401k membership
Total number of particpants at beginning of year	2025-07-24	32
Total number of particpants at end of year	2025-07-24	38
2024: CAPITOL RESOURCES, LLC PENSION PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-07-30	26
Total number of particpants at end of year	2024-07-30	32
2022: CAPITOL RESOURCES, LLC PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	4,323,033
Acturial value of plan assets	2022-12-31	4,323,033
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	96,179
Active participant vested funding target	2022-12-31	3,097,127
Number of active participants	2022-12-31	26
Total funding liabilities for active participants	2022-12-31	3,103,223
Total participant count	2022-12-31	30
Total funding target for all participants	2022-12-31	3,199,402
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	285,615
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	300,838
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Total employer contributions	2022-12-31	195,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	189,029
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	268,249
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	189,029
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: CAPITOL RESOURCES, LLC PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	3,743,894
Acturial value of plan assets	2021-12-31	3,743,894
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	93,833
Active participant vested funding target	2021-12-31	2,650,133
Number of active participants	2021-12-31	23
Total funding liabilities for active participants	2021-12-31	2,655,551
Total participant count	2021-12-31	27
Total funding target for all participants	2021-12-31	2,749,384
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	291,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	306,551
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	292,500
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	285,615
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	251,333
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	285,615
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: CAPITOL RESOURCES, LLC PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	3,160,350
Acturial value of plan assets	2020-12-31	3,160,350
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	46,985
Active participant vested funding target	2020-12-31	2,307,791
Number of active participants	2020-12-31	23
Total funding liabilities for active participants	2020-12-31	2,312,959
Total participant count	2020-12-31	26
Total funding target for all participants	2020-12-31	2,359,944
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	298,827
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	315,023
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	300,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	291,177
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	244,805
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	0
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	291,177
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: CAPITOL RESOURCES, LLC PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	2,557,994
Acturial value of plan assets	2019-12-31	2,557,994
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	78,589
Active participant vested funding target	2019-12-31	2,062,528
Number of active participants	2019-12-31	21
Total funding liabilities for active participants	2019-12-31	2,071,374
Total participant count	2019-12-31	25
Total funding target for all participants	2019-12-31	2,149,963
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	297,535
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	314,108
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	306,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	298,827
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	239,836
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	0
Additional cash requirement	2019-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	298,827
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: CAPITOL RESOURCES, LLC PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	2,392,774
Acturial value of plan assets	2018-12-31	2,392,774
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	5
Fundng target for terminated vested participants	2018-12-31	89,371
Active participant vested funding target	2018-12-31	1,623,788
Number of active participants	2018-12-31	19
Total funding liabilities for active participants	2018-12-31	1,628,278
Total participant count	2018-12-31	24
Total funding target for all participants	2018-12-31	1,717,649
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	286,796
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	303,344
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	305,277
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	297,535
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	213,397
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	297,535
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: CAPITOL RESOURCES, LLC PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,931,188
Acturial value of plan assets	2017-12-31	1,931,188
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	53,365
Active participant vested funding target	2017-12-31	1,337,191
Number of active participants	2017-12-31	21
Total funding liabilities for active participants	2017-12-31	1,341,445
Total participant count	2017-12-31	26
Total funding target for all participants	2017-12-31	1,394,810
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	289,063
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	306,349
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	295,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	286,796
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	207,785
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	286,796
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: CAPITOL RESOURCES, LLC PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,539,040
Acturial value of plan assets	2016-12-31	1,539,040
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	39,993
Active participant vested funding target	2016-12-31	1,070,280
Number of active participants	2016-12-31	21
Total funding liabilities for active participants	2016-12-31	1,071,488
Total participant count	2016-12-31	25
Total funding target for all participants	2016-12-31	1,111,481
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	280,269
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	297,590
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	297,541
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	289,063
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	197,290
Net shortfall amortization installment of oustanding balance	2016-12-31	0
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	0
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	289,063
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Financial Data on CAPITOL RESOURCES, LLC PENSION PLAN

Measure	Date	Value
2025 : CAPITOL RESOURCES, LLC PENSION PLAN 2025 401k financial data
Total liabilities as of the end of the plan year	2025-07-24	0
Total liabilities as of the beginning of the plan year	2025-07-24	0
Total expenses incurred by plan in this plan year	2025-07-24	12859
Net assets as of the end of the plan year	2025-07-24	4039907
Total assets as of the beginning of the plan year	2025-07-24	3530932
Value of plan covered by a fidelity bond	2025-07-24	1000000
Participant contributions to plan in this plan year	2025-07-24	0
Other expenses paid from plan in this plan year	2025-07-24	0
Other contributions to plan in this plan year	2025-07-24	0
Other income to plan in this plan year	2025-07-24	351834
Plan net income in this plan year	2025-07-24	508975
Net assets as of the end of the plan year	2025-07-24	4039907
Net assets as of the beginning of the plan year	2025-07-24	3530932
Employer contributions to plan in this plan year	2025-07-24	170000
Expensese paid to adminstrative service provicers from plan in this plan year	2025-07-24	12859
2024 : CAPITOL RESOURCES, LLC PENSION PLAN 2024 401k financial data
Total transfers to/from plan in this plan year	2024-07-30	0
Total liabilities as of the end of the plan year	2024-07-30	0
Total liabilities as of the beginning of the plan year	2024-07-30	0
Total expenses incurred by plan in this plan year	2024-07-30	11194
Net assets as of the end of the plan year	2024-07-30	3530932
Total assets as of the beginning of the plan year	2024-07-30	3140344
Value of plan covered by a fidelity bond	2024-07-30	1000000
Participant contributions to plan in this plan year	2024-07-30	0
Other expenses paid from plan in this plan year	2024-07-30	0
Other contributions to plan in this plan year	2024-07-30	0
Other income to plan in this plan year	2024-07-30	231782
Plan net income in this plan year	2024-07-30	390588
Net assets as of the end of the plan year	2024-07-30	3530932
Net assets as of the beginning of the plan year	2024-07-30	3140344
Employer contributions to plan in this plan year	2024-07-30	170000
Expensese paid to adminstrative service provicers from plan in this plan year	2024-07-30	11194

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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