How big is Capstone CPAS LLC's plan?

Capstone CPAS LLC's plan reported $1.1M in assets and 6 participants for 2025.

Original filing (PDF)20260217073804NAL0005858240001

Capstone CPAS LLC

Name: Capstone CPAS LLC — Capstone CPAS LLC Profit Sharing, Form 5500 (2025)
Creator: Capstone CPAS LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capstone CPAS LLC Profit Sharing Plan

401(k) retirement plan · Capstone CPAS LLC's Capstone CPAS LLC Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Reese PUGH signed Capstone CPAS LLC's 2025 Form 5500 as plan administrator.

Reese PUGH — 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

Capstone CPAS LLC's EIN is 63-1179823.

EIN 63-1179823

Plan number 001

Plan year 2025

ACK ID 20260217073804NAL0005858240001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Capstone CPAS LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Capstone CPAS 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 CAPSTONE CPAS 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