Capstone Health Services Foundation 403(B) Dc Plan — Form 5500 plan (Capstone Health Services Foundation)
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 Health Services Foundation 403(B) Dc Plan is a benefit plan reported by Capstone Health Services Foundation under EIN 63-0810661 and plan number 001. The latest loaded filing year is 2023. The filing reports 209 participants and $19,875,307 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capstone Health Services Foundation
- EIN
- 63-0810661
- Plan number
- 001
- Plan type
- 2
- Location
- Tuscaloosa, AL
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $19,875,307
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H | 20241015162058NAL0029086497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $19,875,307
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $19,875,307
- Net assets (BOY)
- $16,479,749
Income & contributions
- Employer contributions
- $1,128,178
- Participant contributions
- $212,210
- Total contributions
- $1,385,029
- Total income / additions
- $4,127,095
Expenses & distributions
- Benefits paid
- $731,537
- Administrative expenses
- $0
- Total expenses
- $731,537
- Net increase / (decrease)
- $3,395,558
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.