· 2022–2024 · DOL EFAST2

FAMILY CAPITAL MANAGEMENT, LLC — FAMILY CAPITAL MANAGEMENT, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250908101448NAL0032532048001

FAMILY CAPITAL MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

FAMILY CAPITAL MANAGEMENT, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

5

Accounts w/ balance

6

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan health score

90

/ 100

Grade A

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

66

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FAMILY CAPITAL MANAGEMENT, LLC.

Plan sponsor

Name

FAMILY CAPITAL MANAGEMENT, LLC

EIN

58-2370911

Address

2281 AKERS MILL RD SE · BDLG 4100 · ATLANTA, GA · 30339

Phone

(678) 303-3838

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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