P 401(k) Plan Report

Stable plan record

CAPITAL FINANCIAL ADVISORS, LLC 401(K) PLAN

Sponsored by CAPITAL FINANCIAL ADVISORS, LLC · EIN/PN 800353229-001

Selected filing history

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

Employer money per active participant
2025
$7,315
Administrative cost per participant
2025
$71
Active participants
2025
8
Total plan assets
2025
$1,069,595
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260205084552NAL00024412030018$7,315
Public filing identifier

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