Original filing (PDF)20250724115727NAL0011354130001

CAPSTONE EQUITY PARTNERS, INC.

Name: CAPSTONE EQUITY PARTNERS, INC. — CAPSTONE EQUITY PARTNERS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CAPSTONE EQUITY PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

CAPSTONE EQUITY PARTNERS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

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 EQUITY PARTNERS, INC..

Plan sponsor

Name

CAPSTONE EQUITY PARTNERS, INC.

EIN

46-1096334

Address

2246 PORT CENTRE DR · MEDINA, OH · 442565994

Phone

(330) 630-0890

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-07-24

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Agriculture, Forestry, Fishing, Hunting plans

TPG NORTH SALES AND MARKETING INC.

THE PERFORMANCE GROUP 401(K) PLAN

$4.8M · 24 participants

NANOCHEM SOLUTIONS, INC.

NANOCHEM SOLUTIONS, INC. PROFIT SHARING/401(K) PLAN

$4.8M · 37 participants

CENTRAL VALLEY MEDICAL SERVICES CORPORATION

CENTRAL VALLEY MEDICAL SERVICES CORP 401(K) PLAN

$4.8M · 745 participants

BRENNEMAN FARMS, INC.

BRENNEMAN FARMS, INC. 401(K) PROFIT-SHARING PLAN & TRUST

$4.9M · 3 participants

THE LIGHTING PRACTICE, INC.