How big is Capital Asset Management Group, Inc.'s plan?

Capital Asset Management Group, Inc.'s plan reported $2.1M in assets and 13 participants for 2024.

Original filing (PDF)20250624113801NAL0004045811001

Capital Asset Management Group, Inc.

Name: Capital Asset Management Group, Inc. — Capital Asset, Form 5500 (2024)
Creator: Capital Asset Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Asset Management Group, Inc. 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Capital Asset Management Group, Inc.'s Capital Asset Management Group, Inc. 401(k) Profit Sharing Plan and Trust held $2.1M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Capital Asset Management Group, Inc.'s EIN is 52-2089714.

EIN 52-2089714

Plan number 001

Plan year 2024

ACK ID 20250624113801NAL0004045811001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Asset Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Asset Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPITAL ASSET MANAGEMENT GROUP, INC..

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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