How big is Capstone Wealth Management Group LLC's plan?

Capstone Wealth Management Group LLC's plan reported $4.0M in assets and 2 participants for 2024.

Original filing (PDF)20250923174159NAL0002692803001

Capstone Wealth Management Group LLC

Name: Capstone Wealth Management Group LLC — Capstone, Form 5500 (2024)
Creator: Capstone Wealth Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone Wealth Management Group, LLC 401(k) Plan

401(k) retirement plan · Capstone Wealth Management Group LLC's Capstone Wealth Management Group, LLC 401(k) Plan held $4.0M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Capstone Wealth Management Group LLC's EIN is 56-2349913.

EIN 56-2349913

Plan number 001

Plan year 2024

ACK ID 20250923174159NAL0002692803001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capstone Wealth Management Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capstone Wealth Management Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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