How big is Capital Financial Group's plan?

Capital Financial Group's plan reported $12K in assets for 2024.

Original filing (PDF)20250820125938NAL0003255873001

Capital Financial Group

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

Form 5500-SF

FILING_RECEIVED

Capital Financial Group 401(k) Plan

401(k) retirement plan · Capital Financial Group's Capital Financial Group 401(k) Plan reported $12K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

People on this filing

Layne Caldwell signed Capital Financial Group's 2024 Form 5500 as plan administrator.

Layne Caldwell — 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

Capital Financial Group's EIN is 87-0670704.

EIN 87-0670704

Plan number 001

Plan year 2024

ACK ID 20250820125938NAL0003255873001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Financial Group's plan includes a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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