2023 Form 5500 filing — Capstone On-Campus Management, LLC 401(K) Savings 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 20240925142420NAL0008407587001) for Capstone On-Campus Management, LLC 401(K) Savings Plan, reported by Capstone On-Campus Management, LLC under EIN 56-2440563 and plan number 001. It reports 427 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240925142420NAL0008407587001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capstone On-Campus Management, LLC
- EIN
- 56-2440563
- Plan number
- 001
- Location
- Vestavia, AL
- Participants
- 427
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,088,103
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,088,103
- Employer contributions
- $888,025
- Participant contributions
- $1,579,033
- Total income / additions
- $5,460,676
- Benefits paid
- $2,361,210
- Administrative expenses
- $109,041
- Total expenses
- $2,470,251
- Net increase / (decrease)
- $2,990,425
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Retirement Insurance And | NONE | $54,725 | $0 |
| Royal Alliance Associates | NONE | $53,266 | not reported in the loaded dataset |