P 401(k) Plan Report

Stable plan record

CAPSTONE STRATEGIC WEALTH ADVISORS 401(K) PROFIT SHARING PLAN

Sponsored by CAPSTONE STRATEGIC WEALTH ADVISORS, LLC · EIN/PN 352557908-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$13,500
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$506,337
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260522082700NAL00033150400014$13,500
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.