How big is Cap Financial Planning's plan?

Cap Financial Planning's plan reported $997K in assets and 5 participants for 2024.

Original filing (PDF)20250923181643NAL0015473730001

Cap Financial Planning

Name: Cap Financial Planning — Cap Financial Planning, Form 5500 (2024)
Creator: Cap Financial Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cap Financial Planning 401(k) Plan

401(k) retirement plan · Cap Financial Planning's Cap Financial Planning 401(k) Plan held $997K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$997K

Net assets (EOY)

$997K

People on this filing

Christopher Pratt signed Cap Financial Planning's 2024 Form 5500 as plan administrator.

Christopher Pratt — 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

Cap Financial Planning's EIN is 84-3935307.

EIN 84-3935307

Plan number 001

Plan year 2024

ACK ID 20250923181643NAL0015473730001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Cap Financial Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Cap Financial Planning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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