2023 Form 5500 filing — Capital Results 401(K) Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240620130831NAL0001312913001) for Capital Results 401(K) Plan, reported by Capital Results, LLC under EIN 65-1201879 and plan number 001. It reports 24 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.6MReported net assets$4,567,790
Participants24
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240620130831NAL0001312913001
Plan sponsor
Capital Results, LLC
EIN
65-1201879
Plan number
001
Location
Richmond, VA
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$4.6M total assets
Net assets$4.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$79.3K
Benefits paid / distributions$78.5K
Contributions
Employer$181.9K
Participant$123.2K
Full reported line items
Total assets (EOY)
$4,567,790
Total liabilities (EOY)
$0
Net assets (EOY)
$4,567,790
Employer contributions
$181,911
Participant contributions
$123,206
Total income / additions
$1,089,496
Benefits paid
$78,514
Administrative expenses
$805
Total expenses
$79,319
Net increase / (decrease)
$1,010,177

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240620130831NAL0001312913001 cover?
It is the 2023 Form 5500 filing for Capital Results 401(K) Plan, reported by Capital Results, LLC (EIN 65-1201879).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages