2023 Form 5500 filing — Capstone Counseling LLC 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 20241014131142NAL0014978259001) for Capstone Counseling LLC 401(K) Profit Sharing Plan & Trust, reported by Capstone Counseling LLC under EIN 47-2752916 and plan number 001. It reports 197 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$102.3KReported net assets$102,325
Participants197
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241014131142NAL0014978259001
Plan sponsor
Capstone Counseling LLC
EIN
47-2752916
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 H · 2023

Reported financial snapshot

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

Reported balance (end of year)$102.3K total assets
Net assets$102.3KLiabilities$0
Money in vs. money out
Total income / additions$25.1K
Total expenses$4K
Benefits paid / distributions$2.5K
Contributions
Employer$0
Participant$7.1K
Full reported line items
Total assets (EOY)
$102,325
Total liabilities (EOY)
$0
Net assets (EOY)
$102,325
Employer contributions
$0
Participant contributions
$7,126
Total income / additions
$25,134
Benefits paid
$2,494
Administrative expenses
$1,430
Total expenses
$4,036
Net increase / (decrease)
$21,098

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241014131142NAL0014978259001 cover?
It is the 2023 Form 5500 filing for Capstone Counseling LLC 401(K) Profit Sharing Plan & Trust, reported by Capstone Counseling LLC (EIN 47-2752916).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials).

Related Form 5500 pages