2023 Form 5500 filing — Capstan Incorporated Tax Favored Savings & Investment 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 20241014083323NAL0013013379001) for Capstan Incorporated Tax Favored Savings & Investment Plan, reported by Capstan, Inc. under EIN 33-0703225 and plan number 001. It reports 258 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014083323NAL0013013379001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capstan, Inc.
- EIN
- 33-0703225
- Plan number
- 001
- Location
- Carson, CA
- Participants
- 258
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $13,168,234
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $13,168,234
- Employer contributions
- $177,478
- Participant contributions
- $461,004
- Total income / additions
- $3,342,173
- Benefits paid
- $2,622,172
- Administrative expenses
- $18,368
- Total expenses
- $2,641,899
- Net increase / (decrease)
- $700,274
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Beach Freeman Lim & Cleland Llp | ACCOUNTANT/AUDITOR | $14,649 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $3,719 | $0 |