Capstone On Campus Management — 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, Capstone On Campus Management (EIN 56-2440563) is a plan sponsor located in Vestavia Hills, AL 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
56-2440563
Location
Vestavia Hills, AL
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$21,088,103
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$21,088,103

Contributions & income

Employer contributions
$888,025
Participant contributions
$1,579,033
Total income / additions
$5,460,676

Expenses & distributions

Benefits paid / distributions
$2,361,210
Total expenses
$2,470,251
Net increase / (decrease)
$2,990,425

Coverage

Total reported participants
782
Plans with financial statements
1
Plans with provider compensation
1

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

Capstone On Campus Management plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Capstone On-Campus Management, LLC 401(K) Savings Plan001427$21,088,1032023
Capstone On Campus Management Employee Benefits Plan501355not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Capstone On Campus Management
YearPlanParticipantsSchedulesFiling
2023Capstone On Campus Management Employee Benefits Plan35520240506100301NAL0056982034001
2023Capstone On-Campus Management, LLC 401(K) Savings Plan427H, C20240925142420NAL0008407587001

Related Form 5500 pages