2023 Form 5500 filing — Capstone Health Services Foundation 403(B) Dc 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 20241015162058NAL0029086497001) for Capstone Health Services Foundation 403(B) Dc Plan, reported by Capstone Health Services Foundation under EIN 63-0810661 and plan number 001. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).
- EFAST2 acknowledgement
- 20241015162058NAL0029086497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capstone Health Services Foundation
- EIN
- 63-0810661
- Plan number
- 001
- Location
- Tuscaloosa, AL
- Participants
- 209
- Schedules available
- Schedule H
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,875,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,875,307
- Employer contributions
- $1,128,178
- Participant contributions
- $212,210
- Total income / additions
- $4,127,095
- Benefits paid
- $731,537
- Administrative expenses
- $0
- Total expenses
- $731,537
- Net increase / (decrease)
- $3,395,558
- Schedule source
- Schedule H