Capstone On-Campus Management, LLC 401(K) Savings Plan — Form 5500 plan (Capstone On-Campus Management, 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 On-Campus Management, LLC 401(K) Savings Plan is a benefit plan reported by Capstone On-Campus Management, LLC under EIN 56-2440563 and plan number 001. The latest loaded filing year is 2023. The filing reports 427 participants and $21,088,103 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Capstone On-Campus Management, LLC
EIN
56-2440563
Plan number
001
Plan type
2
Location
Vestavia, AL
Latest filing year
2023
Participants
427
End-of-year plan assets
$21,088,103

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023427H, C20240925142420NAL0008407587001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$21,088,103
Total liabilities (EOY)
$0
Net assets (EOY)
$21,088,103
Net assets (BOY)
$18,097,678

Income & contributions

Employer contributions
$888,025
Participant contributions
$1,579,033
Total contributions
$2,770,153
Total income / additions
$5,460,676

Expenses & distributions

Benefits paid
$2,361,210
Administrative expenses
$109,041
Total expenses
$2,470,251
Net increase / (decrease)
$2,990,425

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Prudential Retirement Insurance AndNONE$54,725$02023
Royal Alliance AssociatesNONE$53,266not reported in the loaded dataset2023

Related Form 5500 pages