How big is Capstone Financial Services in's plan?

Capstone Financial Services in's plan reported $2.0M in assets and 22 participants for 2024.

Original filing (PDF)20250718123945NAL0000825299001

Capstone Financial Services in

Name: Capstone Financial Services in — Capstone Financial, Form 5500 (2024)
Creator: Capstone Financial Services in
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Financial Services in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Capstone Financial Services in's Capstone Financial Services in 401(k) Profit Sharing Plan & Trust held $2.0M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Jeanette Brown signed Capstone Financial Services in's 2024 Form 5500 as plan administrator.

Jeanette Brown — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capstone Financial Services in's EIN is 04-3094709.

EIN 04-3094709

Plan number 001

Plan year 2024

ACK ID 20250718123945NAL0000825299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capstone Financial Services in from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Financial Services in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTONE FINANCIAL SERVICES IN.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off