Original filing (PDF)20251015154342NAL0005026369001

Capsource, Inc.

Name: Capsource, Inc. — Capsource, Inc. Cash Balance Plan, Form 5500 (2024)
Creator: Capsource, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capsource, Inc. Cash Balance Plan

Defined-benefit pension plan · Capsource, Inc.'s Capsource, Inc. Cash Balance Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Capsource, Inc.'s EIN is 20-0598065.

EIN 20-0598065

Plan number 002

Plan year 2024

ACK ID 20251015154342NAL0005026369001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capsource, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capsource, Inc.'s plan includes a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSOURCE, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off