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  1. Companies/
  2. Capstone Tax & Financial, Inc.

Filings through Oct 24, 2026.

Capstone Tax & Financial, Inc.

EIN 38-3638633-financial services-Latest filing 2024
Plans
1
Retirement
1
$993K assets
Health & Benefits
0
Participants
1
511 E. MICHIGAN AVE. - SALINE, MI 48176734-429-1040capstonetf.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$993K - 1 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CAPSTONE TAX & FINANCIAL, INC. 401(K) PLAN

401(k)

Assets$993K
Participants1
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPSTONE TAX & FINANCIAL, INC. 401(K) PLAN401(k)$993K12024
  • CAPSTONE TAX & FINANCIAL, INC. 401(K) PLAN$993K
    #001 · 401(k) · 20241
Retirement plans
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