P 401(k) Plan Report

Stable plan record

THE CAPITAL FINANCIAL PLANNERS, LLC RETIREMENT PLA

Sponsored by CAPITAL FINANCIAL PLANNERS, LLC · EIN/PN 208352340-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$12,700
Administrative cost per participant
2025
$56
Active participants
2025
5
Total plan assets
2025
$358,708
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260209142942NAL00011515710015$12,700
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.