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 Real Estate Investments, LLC 401(K) Savings Plan is a benefit plan reported by Capstone Real Estate Investments, LLC under EIN 80-0762981 and plan number 001. The latest loaded filing year is 2023. The filing reports 131 participants and $6,091,926 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $6,091,926
- Net assets (EOY)
- $6,091,926
- Net assets (BOY)
- $4,690,648
Income & contributions
- Employer contributions
- $277,315
- Participant contributions
- $447,566
- Total income / additions
- $1,800,066
Expenses & distributions
- Benefits paid
- $344,771
- Administrative expenses
- $37,157
- Total expenses
- $398,788
- Net increase / (decrease)
- $1,401,278