| Company Name: | CAPSTONE WEALTH MANAGEMENT GROUP, LLC |
| Employer identification number (EIN): | 562349913 |
| NAIC Classification: | 523900 |
The following addresses have been detected on the 401k submissions:
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2013-09-16 | |||||
| Date last seen: 2015-10-06 | |||||
| USA Location Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2012-05-23 | |||||
| Date last seen: 2012-05-23 | |||||
| 401k Sponsor USA Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2025-09-30 | |||||
| 401k Sponsor USA Address | ||||||
|---|---|---|---|---|---|---|
| ||||||
| Date first seen: 2025-09-23 | ||||||
| Date last seen: 2025-09-23 | ||||||
The following addresses have been found in other jurisdictions:
| Jurisdiction: | Oregon Secretary of State Corporations Division | ||||
| Address: |
| ||||
| Jurisdiction Company ID: | |||||
| Jurisdiction Registration Date: |
| Jurisdiction: | Oregon Secretary of State Corporations Division | ||||
| Address: |
| ||||
| Jurisdiction Company ID: | |||||
| Jurisdiction Registration Date: |
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 002 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN | 2016-01-01 | 2012-01-01 |
| 001 | CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN | 2016-01-01 | 2011-01-01 |
| Date | Type of contribution | Contribution |
|---|---|---|
| 2020-04-03 | Employer Contributions | $ 75,000 |
| 2020-04-03 | Employee Contributions | $ 75,000 |
| 2018-09-12 | Employer Contributions | $ 125,000 |
| 2018-09-12 | Employee Contributions | $ 125,000 |
| 2017-09-15 | Employer Contributions | $ 100,000 |
| 2017-09-15 | Employee Contributions | $ 100,000 |
| 2016-09-13 | Employer Contributions | $ 65,000 |
| 2016-09-13 | Employee Contributions | $ 65,000 |
| 2016-09-12 | Employer Contributions | $ 67,685 |
| 2016-09-12 | Employee Contributions | $ 67,685 |
| 2015-09-11 | Employer Contributions | $ 70,000 |
| 2015-09-11 | Employee Contributions | $ 70,000 |
| 2015-09-10 | Employer Contributions | $ 161,192 |
| 2015-09-10 | Employee Contributions | $ 161,192 |
| 2014-09-12 | Employer Contributions | $ 190,000 |
| 2014-09-12 | Employee Contributions | $ 190,000 |
| 2013-09-05 | Employer Contributions | $ 180,000 |
| 2013-09-05 | Employee Contributions | $ 180,000 |