How big is Capstone Wealth Management, Inc.'s plan?

Capstone Wealth Management, Inc.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250825113236NAL0013685312001

Capstone Wealth Management, Inc.

Name: Capstone Wealth Management, Inc. — Capstone Wealth, Form 5500 (2024)
Creator: Capstone Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Wealth Management 401(k) Retirement Plan

401(k) retirement plan · Capstone Wealth Management, Inc.'s Capstone Wealth Management 401(k) Retirement Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Capstone Wealth Management, Inc.'s EIN is 20-4603987.

EIN 20-4603987

Plan number 001

Plan year 2024

ACK ID 20250825113236NAL0013685312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Wealth Management, Inc.'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 WEALTH MANAGEMENT, INC..

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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