· 2022–2024 · DOL EFAST2

U. S. CAPITAL MANAGEMENT, INC. — U.S. CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20250715150627NAL0004932482001

U. S. CAPITAL MANAGEMENT, INC.

Form 5500-SF

FILING_RECEIVED

U.S. CAPITAL MANAGEMENT, INC. PROFIT SHARING PLAN

401(k) retirement plan

Active participants

18

Accounts w/ balance

4

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

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

51

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

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 U. S. CAPITAL MANAGEMENT, INC..

Plan sponsor

Name

U. S. CAPITAL MANAGEMENT, INC.

EIN

48-1222066all filings

Address

10777 BARKLEY, SUITE 210 · OVERLAND PARK, KS · 66211

Phone

(913) 385-1555

Industry

Utilitiessee 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

2025-07-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Utilities plans

CITY SEWER PUMPING INC.

CITY SEWER PUMPING INC. 401(K) PLAN

$178K · 9 participants

SEWER DUCK, INC.

SEWER DUCK 401(K) PLAN

$180K · 7 participants

COLUMBIA IMPROVEMENT DISTRICT

COLUMBIA IMPROVEMENT DISTRICT PROFIT SHARING TRUST

$180K · 5 participants

NATIONAL UTILITY LOCATORS LLC

NATIONAL UTILITY LOCATORS LLC 401(K) PROFIT SHARING PLAN

$177K · 6 participants

MUNICIPAL BACKFLOW LLC

MUNICIPAL BACKFLOW LLC 401(K) PLAN

$176K · 9 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.