2023 Form 5500 filing — Capstone 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 20241010180113NAL0041121602001) for Capstone 401(K) Plan, reported by Capstone Logistics, LLC under EIN 45-3087555 and plan number 001. It reports 13,766 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010180113NAL0041121602001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capstone Logistics, LLC
- EIN
- 45-3087555
- Plan number
- 001
- Location
- Peachtree Corners, GA
- Participants
- 13,766
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,460,379
- Net assets (EOY)
- $41,460,379
- Employer contributions
- $3,010,243
- Participant contributions
- $6,383,654
- Total income / additions
- $15,442,393
- Benefits paid
- $4,658,847
- Administrative expenses
- $354,508
- Total expenses
- $5,075,432
- Net increase / (decrease)
- $10,366,961
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $268,506 | $0 |
| Northwestern Mutual Wealth Mgmt Co | ADVISORY | $86,002 | not reported in the loaded dataset |