Capital Stoneworks 401(K) Retirement Plan — Form 5500 plan (Capital Stoneworks LLC)

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, Capital Stoneworks 401(K) Retirement Plan is a benefit plan reported by Capital Stoneworks LLC under EIN 20-0565017 and plan number 001. The latest loaded filing year is 2023. The filing reports 29 participants and $1,126,625 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.1MPlan net assets, end of year$1,126,625
Participants29Covered participants reported
Assets / participant$38.8KComputed: assets ÷ participants$38,849 (computed)
Provider compensationNone reported
Plan sponsor
Capital Stoneworks LLC
EIN
20-0565017
Plan number
001
Plan type
2
Location
Bridgeport, MI
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202329I20241011123935NAL0012490355001
Schedule I · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$1.1M total assets
Net assets$1.1MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$2K
Benefits paid / distributions$1K
Contributions
Employer$70.7K
Participant$141.6K
Full reported line items

Net assets

Total assets (EOY)
$1,126,625
Total liabilities (EOY)
$0
Net assets (EOY)
$1,126,625
Net assets (BOY)
$0

Income & contributions

Employer contributions
$70,732
Participant contributions
$141,567
Total income / additions
$1,128,658

Expenses & distributions

Benefits paid
$1,000
Administrative expenses
$1,033
Total expenses
$2,033
Net increase / (decrease)
$1,126,625
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 33%Participant 67%
Total expenses ÷ net assets0%Computed ratio
Benefits paid ÷ total income0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages