2023 Form 5500 filing — Capstone Real Estate Investments, LLC 401(K) Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240624114123NAL0005958433003) for Capstone Real Estate Investments, LLC 401(K) Savings Plan, reported by Capstone Real Estate Investments, LLC under EIN 80-0762981 and plan number 001. It reports 131 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240624114123NAL0005958433003
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capstone Real Estate Investments, LLC
- EIN
- 80-0762981
- Plan number
- 001
- Location
- Birmingham, AL
- Participants
- 131
- Schedules available
- Schedule I, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $6,091,926
- Net assets (EOY)
- $6,091,926
- Employer contributions
- $277,315
- Participant contributions
- $447,566
- Total income / additions
- $1,800,066
- Benefits paid
- $344,771
- Administrative expenses
- $37,157
- Total expenses
- $398,788
- Net increase / (decrease)
- $1,401,278
- Schedule source
- Schedule I
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Royal Alliance Associates Inc | ADVISOR | $24,361 | $0 |
| Fidelity Investments Institutional | RECORDKEEPER | $11,740 | $0 |