Original filing (PDF)20250328104739NAL0000578147001

CAPTAIN ASSET MGMT

Name: CAPTAIN ASSET MGMT — CAPTAIN ASSET MGMT MCF BENEFIT PLAN, Form 5500 (2023)
Creator: CAPTAIN ASSET MGMT

Form 5500-SF

FILING_RECEIVED

CAPTAIN ASSET MGMT MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7K

Net assets (EOY)

$2K

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 CAPTAIN ASSET MGMT.

Plan sponsor

Name

CAPTAIN ASSET MGMT

DBA

STEAMBOAT FINANCIAL

EIN

82-5167722all filings

Address

820 E 6TH STREET · WASHINGTON, MO · 63090

Phone

(636) 239-1486

Industry

Finance & Insurancesee all

Plan administrator

Name

BECKY WEKENBORG

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-03-28

Welfare benefit codes

4A · Health (other than dental or vision)

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

Related plans

Similar-size Finance & Insurance plans

CULIAC INVESTMENTS INC

CULIAC INVESTMENTS INC 401K PLAN

$7K · 1 participants

ARES FINANCIAL CONSULTING LLC

ARES FINANCIAL CONSULTING 401(K) PLAN

$7K · 2 participants

WADKINS AND WALLACE PC

WADKINS AND WALLACE PC GCF BENEFIT PLAN

$7K · 4 participants

BOYCE FAMILY OFFICE LLC

BOYCE FAMILY OFFICE LLC 401K PLAN

$7K · 1 participants

TURNKEOUGH CONSULTING, INC.

TURNKEOUGH 401(K) PLAN

$7K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.