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CAPITAL FINANCIAL GROUP 401(K) PLAN 401k Plan overview

Plan NameCAPITAL FINANCIAL GROUP 401(K) PLAN
Plan identification number 001

CAPITAL FINANCIAL GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Multiple company records found for EIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL FINANCIAL GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01RON VALENTINE2024-09-25
0012022-01-01RON VALENTINE2023-10-06
0012021-01-01RON VALENTINE2022-10-03
0012021-01-01RON VALENTINE2022-10-03

Plan Statistics for CAPITAL FINANCIAL GROUP 401(K) PLAN

401k plan membership statisitcs for CAPITAL FINANCIAL GROUP 401(K) PLAN

Measure Date Value
2025: CAPITAL FINANCIAL GROUP 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-08-209
Total number of particpants at end of year2025-08-202
Number of Participants With Account Balances2025-08-202
Total number of particpants at beginning of year2025-07-289
Total number of particpants at end of year2025-07-282
Number of Participants With Account Balances2025-07-282
2024: CAPITAL FINANCIAL GROUP 401(K) PLAN 2024 401k membership
Total number of particpants at beginning of year2024-10-0810
Total number of particpants at end of year2024-10-0810
Number of Participants With Account Balances2024-10-0810
2022: CAPITAL FINANCIAL GROUP 401(K) PLAN 2022 401k membership
Total number of particpants at beginning of year2022-10-100
Total number of particpants at end of year2022-10-108
Number of Participants With Account Balances2022-10-108

Financial Data on CAPITAL FINANCIAL GROUP 401(K) PLAN

Measure Date Value
2025 : CAPITAL FINANCIAL GROUP 401(K) PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-08-20-90424
Total expenses incurred by plan in this plan year2025-08-200
Net assets as of the end of the plan year2025-08-2011544
Total assets as of the beginning of the plan year2025-08-2077514
Participant contributions to plan in this plan year2025-08-2020525
Other income to plan in this plan year2025-08-203929
Plan net income in this plan year2025-08-2024454
Net assets as of the end of the plan year2025-08-2011544
Net assets as of the beginning of the plan year2025-08-2077514
Total transfers to/from plan in this plan year2025-07-28-90424
Total expenses incurred by plan in this plan year2025-07-280
Net assets as of the end of the plan year2025-07-2811544
Total assets as of the beginning of the plan year2025-07-2877514
Participant contributions to plan in this plan year2025-07-2820525
Other income to plan in this plan year2025-07-283929
Plan net income in this plan year2025-07-2824454
Net assets as of the end of the plan year2025-07-2811544
Net assets as of the beginning of the plan year2025-07-2877514
2024 : CAPITAL FINANCIAL GROUP 401(K) PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-10-083253
Net assets as of the end of the plan year2024-10-0877514
Total assets as of the beginning of the plan year2024-10-0857520
Participant contributions to plan in this plan year2024-10-0818722
Other income to plan in this plan year2024-10-084526
Plan net income in this plan year2024-10-0819995
Net assets as of the end of the plan year2024-10-0877514
Net assets as of the beginning of the plan year2024-10-0857520
Expensese paid to adminstrative service provicers from plan in this plan year2024-10-08457
2022 : CAPITAL FINANCIAL GROUP 401(K) PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year2022-10-100
Net assets as of the end of the plan year2022-10-1023644
Total assets as of the beginning of the plan year2022-10-100
Participant contributions to plan in this plan year2022-10-1023445
Other income to plan in this plan year2022-10-10199
Plan net income in this plan year2022-10-1023644
Net assets as of the end of the plan year2022-10-1023644
Net assets as of the beginning of the plan year2022-10-100

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