Capstone Real Estate Services, Inc — 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 Real Estate Services, Inc (EIN 74-2566803) is a plan sponsor located in Austin, TX with 1 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
74-2566803
Location
Austin, TX
Loaded plans
4
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 Real Estate Services, Inc

  • 4 loaded plans hold $6.8M in reported assets.
  • The largest, Capstone Real Estate Services, Inc. Retirement Savings Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,620 reported participants.
  • 1 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$6.8MSummed across loaded plans$6,840,634
Total reported assets$6.8M$6,840,634
Total reported participants1.6K1,620
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$6.8M total assets
Net assets$6.8MLiabilities$0
Contributions & income
Employer contributionsNot reported
Participant contributions$323.6K
Total income / additions$1.2M
Expenses & distributions
Benefits paid / distributions$600K
Total expenses$608.6K
Net increase / (decrease)$624.7K

Data coverage

Plans with financial statements1 / 4 (25%)
Plans with provider compensation2 / 4 (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 Real Estate Services, Inc. Retirement Savings Plan
Participants per plan405Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Plan #001 · 474 participants · 2023
  2. 2
    Capstone Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 412 participants · 2023
  3. 3
    Capstone Employee Health & Safety Programnot reported in the loaded dataset
    Plan #502 · 408 participants · 2023
  4. 4
    Capstone Non-Occupational Disability Plannot reported in the loaded dataset
    Plan #503 · 326 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Capstone Real Estate Services, Inc. Open one for its full reported snapshot.

  1. 2023
    Capstone Real Estate Services, Inc. Retirement Savings Plan474 participants · 2Sch HSch C
    View filing →
  2. 2023
    Capstone Employee Health & Safety Program408 participants · 2No schedules
    View filing →
  3. 2023
    Capstone Non-Occupational Disability Plan326 participants · 2No schedules
    View filing →
  4. 2023
    Capstone Employee Benefit Plan412 participants · 2Sch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Capstone Real Estate Services, Inc report on Form 5500?
Capstone Real Estate Services, Inc (EIN 74-2566803) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Capstone Real Estate Services, Inc?
The Employer Identification Number (EIN) reported for Capstone Real Estate Services, Inc is 74-2566803.
What is the latest Form 5500 filing year for Capstone Real Estate Services, Inc?
The latest loaded Form 5500 filing year for Capstone Real Estate Services, Inc is 2023.

Related Form 5500 pages