Original filing (PDF)20250825113236NAL0013685312001

CAPSTONE WEALTH MANAGEMENT, INC.

Name: CAPSTONE WEALTH MANAGEMENT, INC. — CAPSTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: CAPSTONE WEALTH MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

CAPSTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAPSTONE WEALTH MANAGEMENT, INC..

Plan sponsor

Name

CAPSTONE WEALTH MANAGEMENT, INC.

EIN

20-4603987

Address

1731 POLY DRIVE · BILLINGS, MT · 59102

Phone

(406) 325-1500

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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