Capstone Benefits Group, Inc.

North Carolina
Registered In
03/07/2014
Incorp. Date
Foreign
Registration Type
Indiana
Foreign Jurisdiction

Company Summary

Capstone Benefits Group, Inc. in Indianapolis, IN lists Aaron Curtis of Youngsville, NC and Daniel Bond of Dandridge, TN

Registered In
North Carolina
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Indiana
Company Type
Business Corporation
Status
Current-Active
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SEC | EDGAR Trellis.Law Recent News
Curtis, Aaron Registered Agent
620 DR CALVIN JONES HWY # 200, WAKE FOREST, NC 27587
Aaron Curtis President
30 GREEN BARK DR, YOUNGSVILLE, NC 27596
Daniel Bond President
1089 LAKE RIDGE DR, DANDRIDGE, TN 37725
Michelle Thomas Chief Financial Officer
13913 OLIVER LN, CARMEL, IN 46074
Rachel Smith COO
11693 E 156TH ST, NOBLESVILLE, IN 46060
Lesley E Marling COO
507 WILLIAMSBORO ST, OXFORD, NC 27565
Mark Lamberth Senior Vice President
43402 WATERSIDE TRL, PUNTA GORDA, FL 33982
Stephen James Vice President
11621 ROUND OAK DR, GRANGER, IN 46530
Jason Stratman CIO
4151 FIELD MASTER DR, ZIONSVILLE, IN 46077
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6110 TECHNOLOGY CENTER DR STE 500, INDIANAPOLIS, IN 46278 View Map

Financial Information for Capstone Benefits Group, Inc.

Form 5500

CAPSTONE BENEFITS GROUP, INC.

6110 Technology Center Drive, #500, Indianapolis, In 46278 (317) 328-7880 EIN:35-2260019 Plan Admin:Brian Erwin
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameCAPSTONE BENEFITS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY31 / 35 Assets BOY/EOY$2,526,621 / $3,397,723 2023 CAPSTONE BENEFITS GROUP, INC. 401(K) PLAN - Plan #001 31 / 35 $2,526,621 / $3,397,723
2022 Plan NameCAPSTONE BENEFITS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY33 / 31 Assets BOY/EOY$2,977,991 / $2,526,621 2022 CAPSTONE BENEFITS GROUP, INC. 401(K) PLAN - Plan #001 33 / 31 $2,977,991 / $2,526,621
2021 Plan NameCAPSTONE BENEFITS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY36 / 33 Assets BOY/EOY$2,468,272 / $2,977,991 2021 CAPSTONE BENEFITS GROUP, INC. 401(K) PLAN - Plan #001 36 / 33 $2,468,272 / $2,977,991
2020 Plan NameCAPSTONE BENEFITS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY35 / 31 Assets BOY/EOY$2,172,705 / $2,468,272 2020 CAPSTONE BENEFITS GROUP, INC. 401(K) PLAN - Plan #001 35 / 31 $2,172,705 / $2,468,272
2019 Plan NameCAPSTONE BENEFITS GROUP, INC. 401(K) PLAN Plan #001 Participants BOY/EOY28 / 33 Assets BOY/EOY$1,637,018 / $2,172,705 2019 CAPSTONE BENEFITS GROUP, INC. 401(K) PLAN - Plan #001 28 / 33 $1,637,018 / $2,172,705
Benefit & Retirement Plans based on Form 5500.
PPP Loans

CAPSTONE BENEFITS GROUP, INC.

6110 TECHNOLOGY CENTER DR Suite 500, INDIANAPOLIS, IN 46278-6016 Industry:Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds Veteran:No
Loan Date Approved Forgiven Lender Jobs
04/05/2020 Approved$578,100 Forgiven$582,821 LenderLake City Bank Jobs35 04/05/2020 $578,100 $582,821 Lake City Bank 35
PPP Loans based on Paycheck Protection Program.
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The following government agencies have contributed data:

North Carolina Secretary of State U.S. Department of Labor U.S. Small Business Administration
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