CAPITAL STRATEGIES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAPITAL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2025 : CAPITAL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-21 | 2955 |
| Net assets as of the end of the plan year | 2025-10-21 | 725452 |
| Total assets as of the beginning of the plan year | 2025-10-21 | 560325 |
| Value of plan covered by a fidelity bond | 2025-10-21 | 57000 |
| Participant contributions to plan in this plan year | 2025-10-21 | 71348 |
| Other income to plan in this plan year | 2025-10-21 | 68348 |
| Plan net income in this plan year | 2025-10-21 | 165127 |
| Net assets as of the end of the plan year | 2025-10-21 | 725452 |
| Net assets as of the beginning of the plan year | 2025-10-21 | 560325 |
| Employer contributions to plan in this plan year | 2025-10-21 | 28386 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-21 | 2955 |
| 2024 : CAPITAL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-27 | 2101 |
| Net assets as of the end of the plan year | 2024-05-27 | 560325 |
| Total assets as of the beginning of the plan year | 2024-05-27 | 398635 |
| Value of plan covered by a fidelity bond | 2024-05-27 | 40000 |
| Participant contributions to plan in this plan year | 2024-05-27 | 61421 |
| Other income to plan in this plan year | 2024-05-27 | 74843 |
| Plan net income in this plan year | 2024-05-27 | 161690 |
| Net assets as of the end of the plan year | 2024-05-27 | 560325 |
| Net assets as of the beginning of the plan year | 2024-05-27 | 398635 |
| Employer contributions to plan in this plan year | 2024-05-27 | 27527 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-27 | 2101 |
| 2022 : CAPITAL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-05-27 | 48488 |
| Net assets as of the end of the plan year | 2022-05-27 | 404188 |
| Total assets as of the beginning of the plan year | 2022-05-27 | 322856 |
| Value of plan covered by a fidelity bond | 2022-05-27 | 33000 |
| Participant contributions to plan in this plan year | 2022-05-27 | 53139 |
| Other income to plan in this plan year | 2022-05-27 | 43567 |
| Plan net income in this plan year | 2022-05-27 | 81332 |
| Net assets as of the end of the plan year | 2022-05-27 | 404188 |
| Net assets as of the beginning of the plan year | 2022-05-27 | 322856 |
| Employer contributions to plan in this plan year | 2022-05-27 | 33114 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-05-27 | 1779 |
| 2015 : CAPITAL STRATEGIES LLC 401 K PROFIT SHARING PLAN TRUST 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 | $-1,378 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
| Total plan assets at end of year | 2015-12-31 | $642 |
| Total plan assets at beginning of year | 2015-12-31 | $2,020 |
| Value of fidelity bond covering the plan | 2015-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $2,848 |
| 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 | $-7,074 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,378 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $642 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,020 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $2,848 |
| 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 | $0 |
