How big is Capone and Associates' plan?

Capone and Associates' plan reported $27K in assets and 9 participants for 2024.

Original filing (PDF)20250717164350NAL0000986304001

Capone and Associates

Name: Capone and Associates — Capone and Associates 401(k), Form 5500 (2024)
Creator: Capone and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capone and Associates 401(k) Plan

401(k) retirement plan · Capone and Associates' Capone and Associates 401(k) Plan held $27K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

People on this filing

Marcus Bowie signed Capone and Associates' 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Capone and Associates' EIN is 37-1990414.

EIN 37-1990414

Plan number 001

Plan year 2024

ACK ID 20250717164350NAL0000986304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capone and Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capone and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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