· 2022–2024 · DOL EFAST2

CAPITOL WEALTH STRATEGIES LLC — CAPITOL WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20241009092328NAL0010473331001

CAPITOL WEALTH STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

CAPITOL WEALTH STRATEGIES LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

4

Accounts w/ balance

5

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

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

72

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CAPITOL WEALTH STRATEGIES LLC

EIN

45-5200053all filings

Address

901 SOUTH MOPAC EXPRESSWAY BUILDING · AUSTIN, TX · 78746

Phone

(512) 651-3122

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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