Plain-English plan 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, Safe-Harbor 401(K) Profit Sharing Plan For Employees Of Capstone Community Action, Inc. is a benefit plan reported by Capstone Community Action, Inc under EIN 03-0216254 and plan number 001. The latest loaded filing year is 2023. The filing reports 273 participants and $9,077,972 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $9,077,972
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $9,077,972
- Net assets (BOY)
- $7,188,484
Income & contributions
- Employer contributions
- $272,466
- Participant contributions
- $613,183
- Total contributions
- $909,976
- Total income / additions
- $2,140,401
Expenses & distributions
- Benefits paid
- $249,781
- Administrative expenses
- $1,132
- Total expenses
- $250,913
- Net increase / (decrease)
- $1,889,488