2023 Form 5500 filing — Capstone Collegiate Communities, LLC 401(K) Saving

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 20240729135952NAL0018880017002) for Capstone Collegiate Communities, LLC 401(K) Saving, reported by Capstone Collegiate Communities, LLC under EIN 45-3600200 and plan number 001. It reports 105 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$13.2MReported net assets$13,214,892
Participants105
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240729135952NAL0018880017002
Plan sponsor
Capstone Collegiate Communities, LLC
EIN
45-3600200
Plan number
001
Location
Birmingham, AL
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)$13.2M total assets
Net assets$13.2MLiabilities
Money in vs. money out
Total income / additions$3.1M
Total expenses$477.8K
Benefits paid / distributions$422.7K
Contributions
Employer$480K
Participant$677.2K
Full reported line items
Total assets (EOY)
$13,214,892
Net assets (EOY)
$13,214,892
Employer contributions
$480,027
Participant contributions
$677,229
Total income / additions
$3,139,772
Benefits paid
$422,666
Administrative expenses
$55,117
Total expenses
$477,783
Net increase / (decrease)
$2,661,989

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240729135952NAL0018880017002 cover?
It is the 2023 Form 5500 filing for Capstone Collegiate Communities, LLC 401(K) Saving, reported by Capstone Collegiate Communities, LLC (EIN 45-3600200).
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