Original filing (PDF)20240624134451NAL0003980131001

Captex Bancshares, Inc.

Name: Captex Bancshares, Inc. — Captex Bancshares, Inc., Form 5500 (2023)
Creator: Captex Bancshares, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Captex Bancshares, Inc. 401(k) Plan

401(k) retirement plan · Captex Bancshares, Inc.'s Captex Bancshares, Inc. 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Angela Sadler signed Captex Bancshares, Inc.'s 2023 Form 5500 as plan administrator.

Angela Sadler — 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

Captex Bancshares, Inc.'s EIN is 81-2803724.

EIN 81-2803724

Plan number 001

Plan year 2023

ACK ID 20240624134451NAL0003980131001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Captex Bancshares, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Captex Bancshares, Inc.'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 CAPTEX BANCSHARES, INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score