Capstone Wealth Management Group LLC

Form 5500

CAPSTONE WEALTH MANAGEMENT GROUP LLC

404 SW Columbia ST STE 230, Bend, Or 97702 (541) 330-0266 EIN:56-2349913 Plan Admin:Mike Conrads

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,131,971 / $2,748,131	2023	CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001	2 / 2	$2,131,971 / $2,748,131
2022	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,545,487 / $2,131,971	2022	CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001	2 / 2	$2,545,487 / $2,131,971
2021	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$2,108,804 / $2,545,487	2021	CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001	2 / 2	$2,108,804 / $2,545,487
2020	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$252,536 / $2,108,804	2020	CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001	2 / 2	$252,536 / $2,108,804
2020	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN FINAL Plan #002 Participants BOY/EOY2 / 0 Assets BOY/EOY$1,404,693 / $0	2020	CAPSTONE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN FINAL - Plan #002	2 / 0	$1,404,693 / $0
2019	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN Plan #002 Participants BOY/EOY2 / 2 Assets BOY/EOY$1,082,616 / $1,404,693	2019	CAPSTONE WEALTH MANAGEMENT GROUP, LLC DEFINED BENEFIT PLAN - Plan #002	2 / 2	$1,082,616 / $1,404,693
2019	Plan NameCAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN Plan #001 Participants BOY/EOY2 / 2 Assets BOY/EOY$164,506 / $252,536	2019	CAPSTONE WEALTH MANAGEMENT GROUP, LLC 401(K) PLAN - Plan #001	2 / 2	$164,506 / $252,536