Capstan Incorporated Tax Favored Savings & Investment Plan — Form 5500 plan (Capstan, Inc.)

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, Capstan Incorporated Tax Favored Savings & Investment Plan is a benefit plan reported by Capstan, Inc. under EIN 33-0703225 and plan number 001. The latest loaded filing year is 2023. The filing reports 258 participants and $13,168,234 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capstan, Inc.
EIN
33-0703225
Plan number
001
Plan type
2
Location
Carson, CA
Latest filing year
2023
Participants
258
End-of-year plan assets
$13,168,234

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023258H, C20241014083323NAL0013013379001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$13,168,234
Total liabilities (EOY)
$0
Net assets (EOY)
$13,168,234
Net assets (BOY)
$12,467,960

Income & contributions

Employer contributions
$177,478
Participant contributions
$461,004
Total contributions
$678,709
Total income / additions
$3,342,173

Expenses & distributions

Benefits paid
$2,622,172
Administrative expenses
$18,368
Total expenses
$2,641,899
Net increase / (decrease)
$700,274

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Beach Freeman Lim & Cleland LlpACCOUNTANT/AUDITOR$14,649not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$3,719$02023

Related Form 5500 pages