Capstone Preneed Funding Solut
Plan context: Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust
EIN 45-2349852 • Birmingham, AL • 8 filings • 4 plans
Current Snapshot
Latest Year
2018
2018 Participants
1
2018 Assets
$226,699
2018 Contributions
$3,751
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $0 | - |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 0 | $0 | $0 | - |
| 2017 | 1 | 1 | $226,699 | $0 | - |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 1 | $226,699 | $0 | - |
| 2016 | 1 | 3 | $298,282 | $3,751 | $1,250iApproximate average salary by contribution assumption: employee only about $31,258 at 4% or $20,839 at 6%; with 50% employer match about $20,839 at 4% or $13,893 at 6%; with 100% employer match about $15,629 at 4% or $10,419 at 6%. |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 3 | $298,282 | $3,751 | $1,250iApproximate average salary by contribution assumption: employee only about $31,258 at 4% or $20,839 at 6%; with 50% employer match about $20,839 at 4% or $13,893 at 6%; with 100% employer match about $15,629 at 4% or $10,419 at 6%. |
| 2015 | 1 | 7 | $390,818 | $16,761 | $2,394iApproximate average salary by contribution assumption: employee only about $59,861 at 4% or $39,907 at 6%; with 50% employer match about $39,907 at 4% or $26,605 at 6%; with 100% employer match about $29,930 at 4% or $19,954 at 6%. |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 7 | $390,818 | $16,761 | $2,394iApproximate average salary by contribution assumption: employee only about $59,861 at 4% or $39,907 at 6%; with 50% employer match about $39,907 at 4% or $26,605 at 6%; with 100% employer match about $29,930 at 4% or $19,954 at 6%. |
| 2014 | 1 | 8 | $466,893 | $31,811 | $3,976iApproximate average salary by contribution assumption: employee only about $99,409 at 4% or $66,273 at 6%; with 50% employer match about $66,273 at 4% or $44,182 at 6%; with 100% employer match about $49,705 at 4% or $33,136 at 6%. |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 8 | $466,893 | $31,811 | $3,976iApproximate average salary by contribution assumption: employee only about $99,409 at 4% or $66,273 at 6%; with 50% employer match about $66,273 at 4% or $44,182 at 6%; with 100% employer match about $49,705 at 4% or $33,136 at 6%. |
| 2013 | 1 | 8 | $453,942 | $31,809 | $3,976iApproximate average salary by contribution assumption: employee only about $99,403 at 4% or $66,269 at 6%; with 50% employer match about $66,269 at 4% or $44,179 at 6%; with 100% employer match about $49,702 at 4% or $33,134 at 6%. |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 8 | $453,942 | $31,809 | $3,976iApproximate average salary by contribution assumption: employee only about $99,403 at 4% or $66,269 at 6%; with 50% employer match about $66,269 at 4% or $44,179 at 6%; with 100% employer match about $49,702 at 4% or $33,134 at 6%. |
| 2012 | 1 | 9 | $560,605 | $33,905 | $3,767iApproximate average salary by contribution assumption: employee only about $94,181 at 4% or $62,787 at 6%; with 50% employer match about $62,787 at 4% or $41,858 at 6%; with 100% employer match about $47,090 at 4% or $31,394 at 6%. |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 9 | $560,605 | $33,905 | $3,767iApproximate average salary by contribution assumption: employee only about $94,181 at 4% or $62,787 at 6%; with 50% employer match about $62,787 at 4% or $41,858 at 6%; with 100% employer match about $47,090 at 4% or $31,394 at 6%. |
| 2011 | 1 | 11 | $558,295 | $22,121 | $2,011iApproximate average salary by contribution assumption: employee only about $50,275 at 4% or $33,517 at 6%; with 50% employer match about $33,517 at 4% or $22,344 at 6%; with 100% employer match about $25,138 at 4% or $16,758 at 6%. |
| Capstone Preneed Funding Solut 401 K Profit Sharing Plan Trust | - | 11 | $558,295 | $22,121 | $2,011iApproximate average salary by contribution assumption: employee only about $50,275 at 4% or $33,517 at 6%; with 50% employer match about $33,517 at 4% or $22,344 at 6%; with 100% employer match about $25,138 at 4% or $16,758 at 6%. |