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Plan Name | CAPSAVE PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CAPSTEAD MORTGAGE CORPORATION |
Employer identification number (EIN): | 752027937 |
NAIC Classification: | 525990 |
NAIC Description: | Other Financial Vehicles |
Additional information about CAPSTEAD MORTGAGE CORPORATION
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1985-08-21 |
Company Identification Number: | 0006652906 |
Legal Registered Office Address: |
8401 N CENTRAL EXPY STE 800 C/O CHRIS SI DALLAS United States of America (USA) 75225 |
More information about CAPSTEAD MORTGAGE CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | LANCE PHILLIPS | |||
001 | 2017-01-01 | LANCE PHILLIPS | |||
001 | 2016-01-01 | PHILLIP A. REINSCH | |||
001 | 2015-01-01 | PHILLIP A REINSCH | |||
001 | 2014-01-01 | PHILLIP A REINSCH | |||
001 | 2013-01-01 | PHILLIP A REINSCH | |||
001 | 2012-01-01 | PHILLIP REINSCH | |||
001 | 2011-01-01 | PHILLIP REINSCH | |||
001 | 2010-01-01 | PHILLIP REINSCH | |||
001 | 2009-01-01 | PHILLIP REINSCH | 2010-05-07 | ||
001 | 2009-01-01 | PHILLIP REINSCH |
Measure | Date | Value |
---|---|---|
2021: CAPSAVE PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 0 |
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 | 0 |
Total of all active and inactive participants | 2021-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 0 |
Number of participants with account balances | 2021-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: CAPSAVE PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2020-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 16 |
Number of participants with account balances | 2020-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: CAPSAVE PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1 |
Total of all active and inactive participants | 2019-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 15 |
Number of participants with account balances | 2019-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: CAPSAVE PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2018-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 16 |
Number of participants with account balances | 2018-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: CAPSAVE PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 13 |
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 | 2 |
Total of all active and inactive participants | 2017-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 15 |
Number of participants with account balances | 2017-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: CAPSAVE PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 14 |
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 | 2 |
Total of all active and inactive participants | 2016-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 16 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: CAPSAVE PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
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 | 2 |
Total of all active and inactive participants | 2015-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 16 |
Number of participants with account balances | 2015-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: CAPSAVE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 14 |
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 | 1 |
Total of all active and inactive participants | 2014-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 15 |
Number of participants with account balances | 2014-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: CAPSAVE PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 15 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 15 |
Number of participants with account balances | 2013-01-01 | 15 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: CAPSAVE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 15 |
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 | 1 |
Total of all active and inactive participants | 2012-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 16 |
Number of participants with account balances | 2012-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: CAPSAVE PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 17 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 15 |
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 | 2 |
Total of all active and inactive participants | 2011-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 17 |
Number of participants with account balances | 2011-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: CAPSAVE PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 17 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 17 |
Number of participants with account balances | 2010-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: CAPSAVE PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 16 |
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 | 2 |
Total of all active and inactive participants | 2009-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 18 |
Number of participants with account balances | 2009-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2021 : CAPSAVE PLAN 2021 401k financial data | ||
Transfers to/from the plan | 2021-12-17 | $0 |
Total plan liabilities at end of year | 2021-12-17 | $0 |
Total plan liabilities at beginning of year | 2021-12-17 | $0 |
Total income from all sources | 2021-12-17 | $1,893,086 |
Expenses. Total of all expenses incurred | 2021-12-17 | $13,350,730 |
Benefits paid (including direct rollovers) | 2021-12-17 | $13,348,882 |
Total plan assets at end of year | 2021-12-17 | $0 |
Total plan assets at beginning of year | 2021-12-17 | $11,457,644 |
Value of fidelity bond covering the plan | 2021-12-17 | $5,000,000 |
Total contributions received or receivable from participants | 2021-12-17 | $191,190 |
Expenses. Other expenses not covered elsewhere | 2021-12-17 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-17 | $0 |
Other income received | 2021-12-17 | $1,546,048 |
Noncash contributions received | 2021-12-17 | $0 |
Net income (gross income less expenses) | 2021-12-17 | $-11,457,644 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-17 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-17 | $11,457,644 |
Assets. Value of participant loans | 2021-12-17 | $0 |
Total contributions received or receivable from employer(s) | 2021-12-17 | $155,848 |
Value of certain deemed distributions of participant loans | 2021-12-17 | $0 |
Value of corrective distributions | 2021-12-17 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-17 | $1,848 |
2020 : CAPSAVE PLAN 2020 401k financial data | ||
Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $2,384,994 |
Expenses. Total of all expenses incurred | 2020-12-31 | $1,023,096 |
Benefits paid (including direct rollovers) | 2020-12-31 | $1,021,220 |
Total plan assets at end of year | 2020-12-31 | $11,457,644 |
Total plan assets at beginning of year | 2020-12-31 | $10,095,746 |
Value of fidelity bond covering the plan | 2020-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2020-12-31 | $0 |
Total contributions received or receivable from participants | 2020-12-31 | $227,255 |
Assets. Value of loans (other than to participants) | 2020-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $2,002,808 |
Noncash contributions received | 2020-12-31 | $0 |
Net income (gross income less expenses) | 2020-12-31 | $1,361,898 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $11,457,644 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,095,746 |
Assets. Value of participant loans | 2020-12-31 | $46,987 |
Assets. Value of assets in partnership/joint-venture interests | 2020-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2020-12-31 | $0 |
Assets. Value of employer securities | 2020-12-31 | $0 |
Assets. Value of employer real property | 2020-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $154,931 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $1,876 |
2019 : CAPSAVE PLAN 2019 401k financial data | ||
Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $2,331,927 |
Expenses. Total of all expenses incurred | 2019-12-31 | $1,147,605 |
Benefits paid (including direct rollovers) | 2019-12-31 | $1,124,947 |
Total plan assets at end of year | 2019-12-31 | $10,095,746 |
Total plan assets at beginning of year | 2019-12-31 | $8,911,424 |
Value of fidelity bond covering the plan | 2019-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2019-12-31 | $256,505 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $1,921,210 |
Noncash contributions received | 2019-12-31 | $0 |
Net income (gross income less expenses) | 2019-12-31 | $1,184,322 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $10,095,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,911,424 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $154,212 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $18,726 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $3,932 |
2018 : CAPSAVE PLAN 2018 401k financial data | ||
Transfers to/from the plan | 2018-12-31 | $0 |
Total plan liabilities at end of year | 2018-12-31 | $0 |
Total plan liabilities at beginning of year | 2018-12-31 | $0 |
Total income from all sources | 2018-12-31 | $-2,829 |
Expenses. Total of all expenses incurred | 2018-12-31 | $291,105 |
Benefits paid (including direct rollovers) | 2018-12-31 | $285,783 |
Total plan assets at end of year | 2018-12-31 | $8,911,424 |
Total plan assets at beginning of year | 2018-12-31 | $9,205,358 |
Value of fidelity bond covering the plan | 2018-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2018-12-31 | $339,621 |
Expenses. Other expenses not covered elsewhere | 2018-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-12-31 | $0 |
Other income received | 2018-12-31 | $-492,697 |
Noncash contributions received | 2018-12-31 | $0 |
Net income (gross income less expenses) | 2018-12-31 | $-293,934 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $8,911,424 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,205,358 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $150,247 |
Value of certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of corrective distributions | 2018-12-31 | $434 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $4,888 |
2017 : CAPSAVE PLAN 2017 401k financial data | ||
Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $1,923,930 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1,690,772 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1,686,806 |
Total plan assets at end of year | 2017-12-31 | $9,205,358 |
Total plan assets at beginning of year | 2017-12-31 | $8,972,200 |
Value of fidelity bond covering the plan | 2017-12-31 | $5,000,000 |
Assets. Value of tangible personal property | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $244,544 |
Assets. Value of loans (other than to participants) | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $1,522,493 |
Noncash contributions received | 2017-12-31 | $0 |
Net income (gross income less expenses) | 2017-12-31 | $233,158 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $9,205,358 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,972,200 |
Assets. Value of participant loans | 2017-12-31 | $0 |
Assets. Value of assets in partnership/joint-venture interests | 2017-12-31 | $0 |
Assets. Value of real-estate (other than employer real property) | 2017-12-31 | $0 |
Assets. Value of employer securities | 2017-12-31 | $0 |
Assets. Value of employer real property | 2017-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $156,893 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $3,966 |
2016 : CAPSAVE PLAN 2016 401k financial data | ||
Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $1,099,864 |
Expenses. Total of all expenses incurred | 2016-12-31 | $986 |
Benefits paid (including direct rollovers) | 2016-12-31 | $0 |
Total plan assets at end of year | 2016-12-31 | $8,972,200 |
Total plan assets at beginning of year | 2016-12-31 | $7,873,322 |
Value of fidelity bond covering the plan | 2016-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2016-12-31 | $238,560 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $701,818 |
Noncash contributions received | 2016-12-31 | $0 |
Net income (gross income less expenses) | 2016-12-31 | $1,098,878 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $8,972,200 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,873,322 |
Assets. Value of participant loans | 2016-12-31 | $4,915 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $159,486 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $986 |
2015 : CAPSAVE 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 | $404,146 |
Expenses. Total of all expenses incurred | 2015-12-31 | $542 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $7,873,322 |
Total plan assets at beginning of year | 2015-12-31 | $7,469,718 |
Value of fidelity bond covering the plan | 2015-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2015-12-31 | $240,565 |
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 | $7,980 |
Noncash contributions received | 2015-12-31 | $0 |
Net income (gross income less expenses) | 2015-12-31 | $403,604 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $7,873,322 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,469,718 |
Assets. Value of participant loans | 2015-12-31 | $11,231 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $155,601 |
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 | $542 |
2014 : CAPSAVE 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 | $960,612 |
Expenses. Total of all expenses incurred | 2014-12-31 | $25 |
Benefits paid (including direct rollovers) | 2014-12-31 | $0 |
Total plan assets at end of year | 2014-12-31 | $7,469,718 |
Total plan assets at beginning of year | 2014-12-31 | $6,509,131 |
Value of fidelity bond covering the plan | 2014-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2014-12-31 | $221,703 |
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 | $611,314 |
Noncash contributions received | 2014-12-31 | $0 |
Net income (gross income less expenses) | 2014-12-31 | $960,587 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $7,469,718 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,509,131 |
Assets. Value of participant loans | 2014-12-31 | $17,284 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $127,595 |
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 | $25 |
2013 : CAPSAVE 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 | $1,648,555 |
Expenses. Total of all expenses incurred | 2013-12-31 | $523,990 |
Benefits paid (including direct rollovers) | 2013-12-31 | $523,945 |
Total plan assets at end of year | 2013-12-31 | $6,509,131 |
Total plan assets at beginning of year | 2013-12-31 | $5,384,566 |
Value of fidelity bond covering the plan | 2013-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2013-12-31 | $205,649 |
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 | $1,312,766 |
Noncash contributions received | 2013-12-31 | $0 |
Net income (gross income less expenses) | 2013-12-31 | $1,124,565 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $6,509,131 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,384,566 |
Assets. Value of participant loans | 2013-12-31 | $23,086 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $130,140 |
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 | $45 |
2012 : CAPSAVE PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $1,141,830 |
Expenses. Total of all expenses incurred | 2012-12-31 | $49,402 |
Benefits paid (including direct rollovers) | 2012-12-31 | $49,230 |
Total plan assets at end of year | 2012-12-31 | $5,384,566 |
Total plan assets at beginning of year | 2012-12-31 | $4,292,138 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $258,870 |
Other income received | 2012-12-31 | $713,090 |
Net income (gross income less expenses) | 2012-12-31 | $1,092,428 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,384,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,292,138 |
Assets. Value of participant loans | 2012-12-31 | $28,646 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $169,870 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $172 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : CAPSAVE PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $291,381 |
Expenses. Total of all expenses incurred | 2011-12-31 | $46 |
Total plan assets at end of year | 2011-12-31 | $4,292,138 |
Total plan assets at beginning of year | 2011-12-31 | $4,000,803 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $251,845 |
Other income received | 2011-12-31 | $-143,622 |
Net income (gross income less expenses) | 2011-12-31 | $291,335 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,292,138 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,000,803 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $183,158 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $46 |
2010 : CAPSAVE PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $877,212 |
Expenses. Total of all expenses incurred | 2010-12-31 | $39,344 |
Benefits paid (including direct rollovers) | 2010-12-31 | $32,615 |
Total plan assets at end of year | 2010-12-31 | $4,000,803 |
Total plan assets at beginning of year | 2010-12-31 | $3,162,935 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $230,221 |
Other income received | 2010-12-31 | $502,029 |
Net income (gross income less expenses) | 2010-12-31 | $837,868 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,000,803 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,162,935 |
Assets. Value of participant loans | 2010-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $144,962 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,729 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : CAPSAVE 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 |
2021: CAPSAVE 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 | Yes |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: CAPSAVE PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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: CAPSAVE 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: CAPSAVE PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: CAPSAVE 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |