2023 Form 5500 filing — Capstone It Inc 401(K) Profit Sharing Plan & Trust

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 20241010104059NAL0009919507001) for Capstone It Inc 401(K) Profit Sharing Plan & Trust, reported by Capstone It Inc under EIN 47-0817498 and plan number 001. It reports 140 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$4.2MReported net assets$4,157,150
Participants140
Provider compensation$11.7K1 Schedule C row(s)$11,741
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241010104059NAL0009919507001
Plan sponsor
Capstone It Inc
EIN
47-0817498
Plan number
001
Location
Omaha, NE
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$4.2M total assets
Net assets$4.2MLiabilities$0
Money in vs. money out
Total income / additions$1.7M
Total expenses$308.4K
Benefits paid / distributions$292K
Contributions
Employer$303K
Participant$840.4K
Full reported line items
Total assets (EOY)
$4,157,150
Total liabilities (EOY)
$0
Net assets (EOY)
$4,157,150
Employer contributions
$302,989
Participant contributions
$840,440
Total income / additions
$1,696,944
Benefits paid
$291,981
Administrative expenses
$16,369
Total expenses
$308,350
Net increase / (decrease)
$1,388,594
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    RECORDKEEPER · Direct $11.7K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241010104059NAL0009919507001 cover?
It is the 2023 Form 5500 filing for Capstone It Inc 401(K) Profit Sharing Plan & Trust, reported by Capstone It Inc (EIN 47-0817498).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages