Capital Stoneworks LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 LLC (EIN 20-0565017) is a plan sponsor located in Bridgeport, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-0565017
Location
Bridgeport, MI
Loaded plans
1
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$1,126,625
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$1,126,625

Contributions & income

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

Expenses & distributions

Benefits paid / distributions
$1,000
Total expenses
$2,033
Net increase / (decrease)
$1,126,625

Coverage

Total reported participants
29
Plans with financial statements
1
Plans with provider compensation
0

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Capital Stoneworks LLC plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Capital Stoneworks 401(K) Retirement Plan00129$1,126,6252023

Search all 1 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Capital Stoneworks LLC
YearPlanParticipantsSchedulesFiling
2023Capital Stoneworks 401(K) Retirement Plan29I20241011123935NAL0012490355001

Related Form 5500 pages