Capstone Mechanical, LLC 401(K) Plan — Form 5500 plan (Capstone Mechanical, 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, Capstone Mechanical, LLC 401(K) Plan is a benefit plan reported by Capstone Mechanical, LLC under EIN 20-2784200 and plan number 001. The latest loaded filing year is 2023. The filing reports 232 participants and $4,346,920 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capstone Mechanical, LLC
- EIN
- 20-2784200
- Plan number
- 001
- Plan type
- 2
- Location
- Waco, TX
- Latest filing year
- 2023
- Participants
- 232
- End-of-year plan assets
- $4,346,920
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 232 | H, C | 20241015102626NAL0048830288001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,346,920
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,346,920
- Net assets (BOY)
- $3,420,462
Income & contributions
- Employer contributions
- $219,145
- Participant contributions
- $342,371
- Total contributions
- $797,211
- Total income / additions
- $1,462,027
Expenses & distributions
- Benefits paid
- $474,219
- Administrative expenses
- $61,350
- Total expenses
- $535,569
- Net increase / (decrease)
- $926,458
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $57,969 | $0 | 2023 |
| Raymond James & Associates, Inc. | INVESTMENT ADVISORY | $0 | $17,627 | 2023 |
| July Business Services Inc | CONTRACT ADMINISTRATOR | $3,435 | $1,677 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capstone Mechanical, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Waco, TX
- Principal Life Insurance Company — Schedule C compensation
- Raymond James & Associates, Inc. — Schedule C compensation
- July Business Services Inc — Schedule C compensation