Original filing (PDF)20250513151039NAL0017912625001

CAPSTONE TAX & FINANCIAL, INC.

Name: CAPSTONE TAX & FINANCIAL, INC. — CAPSTONE TAX & FINANCIAL, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CAPSTONE TAX & FINANCIAL, INC.

Form 5500-SF

FILING_RECEIVED

CAPSTONE TAX & FINANCIAL, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$993K

Net assets (EOY)

$993K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CAPSTONE TAX & FINANCIAL, INC.

EIN

38-3638633

Address

511 E. MICHIGAN AVE. · SALINE, MI · 48176

Phone

(734) 429-1040

Industry

CPA Offices· Professional & Technical Servicessee 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

2025-05-13

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

TONY H. TARABAY CPA

TONY H. TARABAY CPA 401(K) PLAN

$993K · 5 participants

WACHI & WATANABE, CPA, INC.

WACHI & WATANABE, CPA, INC. 401(K) PROFIT SHARING PLAN

$993K · 3 participants

DAVID APPEL, CPA, PC

APPEL & COMPANY 401(K) PLAN

$994K · 1 participants

HOUCK EVARTS & COMPANY LLC

HOUCK EVARTS & COMPANY, LLC 401(K) PLAN

$992K · 23 participants

D'AMATO & LASPADA, LLC

D'AMATO & LASPADA, LLC 401(K) PROFIT SHARING PLAN

$991K · 8 participants