How big is Capital Accounts LLC's plan?

Capital Accounts LLC's plan reported $352K in assets and 16 participants for 2023.

Original filing (PDF)20240627110359NAL0010067089001

Capital Accounts LLC

Name: Capital Accounts LLC — Capital Accounts LLC 401(k), Form 5500 (2023)
Creator: Capital Accounts LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Accounts LLC 401(k) Plan

401(k) retirement plan · Capital Accounts LLC's Capital Accounts LLC 401(k) Plan held $352K in plan assets for 16 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

GREG Nowicki signed Capital Accounts LLC's 2023 Form 5500 as plan administrator.

GREG Nowicki — 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

Capital Accounts LLC's EIN is 20-1269940.

EIN 20-1269940

Plan number 001

Plan year 2023

ACK ID 20240627110359NAL0010067089001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Capital Accounts LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Capital Accounts LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Helping the score