Plan Snapshot
- Plan Sponsor: Capstone Counseling LLC
- Sponsor EIN: 472752916
- Sponsor Address: 1803 N 28TH ST, RICHMOND, VA, 232234505
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 20
- Total Assets: $89,509
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 20 | $89,509 | $0 | $419 |
| 2023 | 20 | $102,325 | $0 | $7,126 |
| 2022 | 26 | $81,227 | $0 | $8,050 |