Capstone 401(K) Plan — Form 5500 plan (Capstone Logistics, LLC)

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 401(K) Plan is a benefit plan reported by Capstone Logistics, LLC under EIN 45-3087555 and plan number 001. The latest loaded filing year is 2023. The filing reports 13,766 participants and $41,460,379 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capstone Logistics, LLC
EIN
45-3087555
Plan number
001
Plan type
2
Location
Peachtree Corners, GA
Latest filing year
2023
Participants
13,766
End-of-year plan assets
$41,460,379

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202313,766H, C20241010180113NAL0041121602001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$41,460,379
Net assets (EOY)
$41,460,379
Net assets (BOY)
$31,093,418

Income & contributions

Employer contributions
$3,010,243
Participant contributions
$6,383,654
Total contributions
$9,915,505
Total income / additions
$15,442,393

Expenses & distributions

Benefits paid
$4,658,847
Administrative expenses
$354,508
Total expenses
$5,075,432
Net increase / (decrease)
$10,366,961

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORDKEEPER$268,506$02023
Northwestern Mutual Wealth Mgmt CoADVISORY$86,002not reported in the loaded dataset2023

Related Form 5500 pages