How big is Capehart, Inc.'s plan?

Capehart, Inc.'s plan reported $73K in assets and 13 participants for 2024.

Original filing (PDF)20250326173702NAL0016231297001

Capehart, Inc.

Name: Capehart, Inc. — Capehart, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Capehart, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capehart, Inc. 401(k) Plan

401(k) retirement plan · Capehart, Inc.'s Capehart, Inc. 401(k) Plan held $73K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$73K

Net assets (EOY)

$73K

Plan identifiers

Capehart, Inc.'s EIN is 86-1222469.

EIN 86-1222469

Plan number 001

Plan year 2024

ACK ID 20250326173702NAL0016231297001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capehart, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

CAPEHART, INC.

EIN

all filings

Address

PO BOX 366 · CHOWCHILLA, CA · 93610

Phone

(559) 665-0486

Industry

Plumbing, Heating, AC Contractors· Construction

Plan administrator