Plan5500

Capstone Collegiate Communities, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capstone Collegiate Communities, LLC (EIN 45-3600200) is a plan sponsor located in Birmingham, AL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
45-3600200
Location
Birmingham, AL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Capstone Collegiate Communities, LLC

  • 2 loaded plans hold $13.2M in reported assets.
  • The largest, Capstone Collegiate Communities, LLC 401(K) Saving, holds 100% of this company's reported plan assets.
  • Plans cover 237 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$13.2MSummed across loaded plans$13,214,892
Total reported assets$13.2M$13,214,892
Total reported participants237
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$13.2M total assets
Net assets$13.2MLiabilities—
Contributions & income
Employer contributions$480K
Participant contributions$677.2K
Total income / additions$3.1M
Expenses & distributions
Benefits paid / distributions$422.7K
Total expenses$477.8K
Net increase / (decrease)$2.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Capstone Collegiate Communities, LLC 401(K) Saving
Participants per plan119Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Capstone Collegiate Communities, LLC 401(K) Saving$13.2M
    Plan #001 · 105 participants · 2023
  2. 2
    Capstone Collegiate Communities, LLC Employee Benefit Plannot reported in the loaded dataset
    Plan #504 · 132 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Capstone Collegiate Communities, LLC. Open one for its full reported snapshot.

  1. 2023
    Capstone Collegiate Communities, LLC Employee Benefit Plan132 participants · 2Sch C
    View filing →
  2. 2023
    Capstone Collegiate Communities, LLC 401(K) Saving105 participants · 2Sch I
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Capstone Collegiate Communities, LLC report on Form 5500?
Capstone Collegiate Communities, LLC (EIN 45-3600200) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Capstone Collegiate Communities, LLC?
The Employer Identification Number (EIN) reported for Capstone Collegiate Communities, LLC is 45-3600200.
What is the latest Form 5500 filing year for Capstone Collegiate Communities, LLC?
The latest loaded Form 5500 filing year for Capstone Collegiate Communities, LLC is 2023.

Related Form 5500 pages