Original filing (PDF)20251126140535NAL0002447523001

CAPSTONE FINANCIAL CONSLTS INC CPAS

Name: CAPSTONE FINANCIAL CONSLTS INC CPAS — CAPSTONE FINANCIAL CONSLTS INC CPAS SOCA BENEFIT PLAN, Form 5500 (2024)
Creator: CAPSTONE FINANCIAL CONSLTS INC CPAS

Form 5500-SF

FILING_RECEIVED

CAPSTONE FINANCIAL CONSLTS INC CPAS SOCA BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8K

Net assets (EOY)

$3K

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAPSTONE FINANCIAL CONSLTS INC CPAS.

Plan sponsor

Name

CAPSTONE FINANCIAL CONSLTS INC CPAS

EIN

74-3107359all filings

Address

155 COMMERCE PARK DR · STE 4 · WESTERVILLE, OH · 43082

Phone

(614) 794-2727

Industry

Professional & Technical Servicessee all

Plan administrator