Capital Wealth Management — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Capital Wealth Management is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $108,984 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $108,984
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $108,984
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Shamrock Home Loans, Inc. | RI | 1 | $41,527 |
| Beltone New England | RI | 1 | $35,853 |
| Medical Associates Of Rhode Island, Inc. | RI | 1 | $22,926 |
| Anchor Insulation Co., Inc. | RI | 1 | $8,678 |
State footprint
Plans reporting Capital Wealth Management are sponsored in RI (4).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Shamrock Home Loans, Inc. | Shamrock Home Loans, Inc. 401(K) Plan | 2023 | $41,527 | not reported in the loaded dataset |
| Beltone New England | Beltone New England 401(K) Plan | 2023 | $35,853 | not reported in the loaded dataset |
| Medical Associates Of Rhode Island, Inc. | Medical Associates Of Rhode Island, Inc. 401(K) Plan | 2023 | $22,926 | not reported in the loaded dataset |
| Anchor Insulation Co., Inc. | Anchor Insulation 401(K) Plan | 2023 | $8,678 | not reported in the loaded dataset |
Related Form 5500 pages
- Shamrock Home Loans, Inc. 401(K) Plan (plan 001)
- Shamrock Home Loans, Inc. — all reported plans
- Beltone New England 401(K) Plan (plan 001)
- Beltone New England — all reported plans
- Medical Associates Of Rhode Island, Inc. 401(K) Plan (plan 004)
- Medical Associates Of Rhode Island, Inc. — all reported plans
- Anchor Insulation 401(K) Plan (plan 002)
- Anchor Insulation Co., Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources