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CAPEX FINANCIAL RETIREMENT PLAN 401k Plan overview

Plan NameCAPEX FINANCIAL RETIREMENT PLAN
Plan identification number 001

CAPEX FINANCIAL RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

CAPEX FINANCIAL COMPANY has sponsored the creation of one or more 401k plans.

Company Name:CAPEX FINANCIAL COMPANY
Employer identification number (EIN):660761490
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPEX FINANCIAL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01FERNARDO A. MACHUCA2024-10-07
0012022-01-01FERNARDO A. MACHUCA2023-10-13

Plan Statistics for CAPEX FINANCIAL RETIREMENT PLAN

401k plan membership statisitcs for CAPEX FINANCIAL RETIREMENT PLAN

Measure Date Value
2025: CAPEX FINANCIAL RETIREMENT PLAN 2025 401k membership
Total number of particpants at beginning of year2025-09-1513
Total number of particpants at end of year2025-09-1512
Number of Participants With Account Balances2025-09-1511
2024: CAPEX FINANCIAL RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0710
Total number of particpants at end of year2024-10-0713
Number of Participants With Account Balances2024-10-0713

Financial Data on CAPEX FINANCIAL RETIREMENT PLAN

Measure Date Value
2025 : CAPEX FINANCIAL RETIREMENT PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-152302
Net assets as of the end of the plan year2025-09-1596589
Total assets as of the beginning of the plan year2025-09-1569149
Participant contributions to plan in this plan year2025-09-1516963
Other income to plan in this plan year2025-09-157739
Plan net income in this plan year2025-09-1527440
Net assets as of the end of the plan year2025-09-1596589
Net assets as of the beginning of the plan year2025-09-1569149
Employer contributions to plan in this plan year2025-09-155040
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-15946
2024 : CAPEX FINANCIAL RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-07459
Net assets as of the end of the plan year2024-10-0769149
Total assets as of the beginning of the plan year2024-10-0737709
Participant contributions to plan in this plan year2024-10-0717319
Other income to plan in this plan year2024-10-075840
Plan net income in this plan year2024-10-0731440
Net assets as of the end of the plan year2024-10-0769149
Net assets as of the beginning of the plan year2024-10-0737709
Employer contributions to plan in this plan year2024-10-078740
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-07459

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