· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
CAPITAL RESOURCES GROUP, INC. — CAPITAL RESOURCES GROUP, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250409123940NAL0032606448001
CAPITAL RESOURCES GROUP, INC.
Form 5500-SF
FILING_RECEIVED
CAPITAL RESOURCES GROUP, INC. PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
CAPITAL RESOURCES GROUP, INC.
.
Find decision makers
Plan sponsor
Name
CAPITAL RESOURCES GROUP, INC.
EIN
52-1446231
Address
24162 ROCHESTER LN · ALDIE, VA · 201052058
Phone
(703) 464-9055
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-03-01
Tax period
2025-02-28
Filed
2025-04-09
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
HVF GROUP, LLC
HVF GROUP, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 5 participants
C.W. O'CONNER WEALTH ADVISORS, INC.
C.W. O'CONNER WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN
$1.2M · 2 participants
THE SIMMONS PARTNERSHIP, INC.
THE SIMMONS PARTNERSHIP, INC.
$1.2M · 2 participants
F.I.G. FINANCIAL ADVISORY SERVICES, INC.
F.I.G. FINANCAL ADVISORY SERVICES, INC. RETIREMENT PLAN
$1.2M · 3 participants
KOZAK & ASSOCIATES, INC
KOZAK & ASSOCIATES, INC. 401K PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
$1.2M · 11 participants
AMI ENTERPRISES, INC.
AMI ENTERPRISES CASH BALANCE PLAN
$1.2M · 2 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
