How big is Capitalplus Equity, LLC's plan?

Capitalplus Equity, LLC's plan reported $851K in assets and 13 participants for 2024.

Original filing (PDF)20250711124050NAL0017161234002

Capitalplus Equity, LLC

Name: Capitalplus Equity, LLC — Capitalplus Equity LLC, Form 5500 (2024)
Creator: Capitalplus Equity, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capitalplus Equity LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Capitalplus Equity, LLC's Capitalplus Equity LLC 401(k) Profit Sharing Plan and Trust held $851K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$851K

Net assets (EOY)

$851K

People on this filing

Scott Applegate signed Capitalplus Equity, LLC's 2024 Form 5500 as plan administrator.

Scott Applegate — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Capitalplus Equity, LLC's EIN is 62-1742995.

EIN 62-1742995

Plan number 001

Plan year 2024

ACK ID 20250711124050NAL0017161234002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capitalplus Equity, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capitalplus Equity, LLC'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 CAPITALPLUS EQUITY, 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