2023 Form 5500 filing — Capstone Mechanical, LLC 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 20241015102626NAL0048830288001) for Capstone Mechanical, LLC 401(K) Plan, reported by Capstone Mechanical, LLC under EIN 20-2784200 and plan number 001. It reports 232 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)$4.3MReported net assets$4,346,920
Participants232
Provider compensation$80.7K3 Schedule C row(s)$80,708
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015102626NAL0048830288001
- Plan sponsor
- Capstone Mechanical, LLC
- EIN
- 20-2784200
- Plan number
- 001
- Location
- Waco, TX
- Received date
- not reported in the loaded dataset
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)$4.3M total assets
Net assets$4.3MLiabilities$0
Full reported line items
- Total assets (EOY)
- $4,346,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,346,920
- Employer contributions
- $219,145
- Participant contributions
- $342,371
- Total income / additions
- $1,462,027
- Benefits paid
- $474,219
- Administrative expenses
- $61,350
- Total expenses
- $535,569
- Net increase / (decrease)
- $926,458
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,969 | $0 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $17,627 |
| July Business Services Inc | CONTRACT ADMINISTRATOR | $3,435 | $1,677 |