How big is Kapusta Financial Group's plan?

Kapusta Financial Group's plan reported $557K in assets and 3 participants for 2025.

Original filing (PDF)20260224081220NAL0001854305001

Kapusta Financial Group

Name: Kapusta Financial Group — Kapusta Financial Group, Form 5500 (2025)
Creator: Kapusta Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kapusta Financial Group 401(k) Profit Sharing Plan

401(k) retirement plan · Kapusta Financial Group's Kapusta Financial Group 401(k) Profit Sharing Plan held $557K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

People on this filing

Bridget Loutzenhiser signed Kapusta Financial Group's 2025 Form 5500 as plan administrator.

Bridget Loutzenhiser — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Kapusta Financial Group's EIN is 25-1826767.

EIN 25-1826767

Plan number 001

Plan year 2025

ACK ID 20260224081220NAL0001854305001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kapusta Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kapusta Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KAPUSTA FINANCIAL GROUP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score