Original filing (PDF)20230704012310NAL0016339648001

CAPITAL IDEAS INC.

Name: CAPITAL IDEAS INC. — CAPITAL IDEAS INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2022)
Creator: CAPITAL IDEAS INC.

Form 5500-SF

FILING_RECEIVED

CAPITAL IDEAS INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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 CAPITAL IDEAS INC..

Plan sponsor

Name

CAPITAL IDEAS INC.

EIN

58-1767015

Address

4265 LAKE FORREST DRIVE NE · ATLANTA, GA · 30342

Phone

(678) 575-9675

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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 Retail Trade plans

DE BARNEURE SAROFIM, LLC

DE BARNEURE SAROFIM, LLC 401(K) PLAN

$1.2M · 53 participants

RIDGECREST HERBALS, INC.

RIDGECREST HERBALS, INC. 401(K) PLAN

$1.2M · 19 participants

BAG BORROW OR STEAL, INC.

BAG BORROW OR STEAL, INC. 401(K) P/S PLAN

$1.2M · 11 participants

DINERS CHOICE, INC.

DINERS CHOICE, INC. 401(K) PLAN

$1.2M · 4 participants

FULL THROTTLE MEDIA LLC

FULL THROTTLE MEDIA 401(K) PLAN

$1.2M · 7 participants