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CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 401k Plan overview

Plan NameCAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Plan identification number 001

CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).

401k Sponsoring company profile

CAPITAL FINANCIAL GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:CAPITAL FINANCIAL GROUP, INC.
Employer identification number (EIN):760188007
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about CAPITAL FINANCIAL GROUP, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1985-11-27
Company Identification Number: 0077618100
Legal Registered Office Address: 1218 WEBSTER ST

HOUSTON
United States of America (USA)
77002

More information about CAPITAL FINANCIAL GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01WILLIAM H VAN PELT IV2023-11-01 WILLIAM H VAN PELT IV2023-11-01
0012021-04-01WILLIAM H VAN PELT IV2022-12-27 WILLIAM H VAN PELT IV2022-12-27
0012020-04-01WILLIAM VAN PELT IV2021-10-15
0012019-04-01WILLIAM VAN PELT IV2020-12-29
0012018-04-01WILLIAM VAN PELT IV2020-01-30
0012017-04-01
0012016-04-01
0012015-04-01
0012015-04-01
0012014-04-01
0012013-04-01WILLIAM VAN PELT WILLIAM VAN PELT2014-09-28
0012012-04-01WILLIAM VAN PELT WILLIAM VAN PELT2014-09-28
0012011-04-01WILLIAM VAN PELT WILLIAM VAN PELT2014-09-28
0012010-04-01WILLIAM VAN PELT WILLIAM VAN PELT2014-09-28
0012009-04-01WILLIAM VAN PELT

Plan Statistics for CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

401k plan membership statisitcs for CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2022: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-0112
Total number of active participants reported on line 7a of the Form 55002022-04-0113
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-0113
Number of participants with account balances2022-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-0118
Total number of active participants reported on line 7a of the Form 55002021-04-0112
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-0112
Number of participants with account balances2021-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-0115
Total number of active participants reported on line 7a of the Form 55002020-04-0115
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-0115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-0115
Number of participants with account balances2020-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-0114
Total number of active participants reported on line 7a of the Form 55002019-04-0114
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-0114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-0114
Number of participants with account balances2019-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-0114
Total number of active participants reported on line 7a of the Form 55002018-04-0111
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-0111
Number of participants with account balances2018-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-0111
Total number of active participants reported on line 7a of the Form 55002017-04-0113
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-0113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-0113
Number of participants with account balances2017-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-0111
Total number of active participants reported on line 7a of the Form 55002016-04-0111
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-010
Total participants2016-04-0111
Number of participants with account balances2016-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-011
2015: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-0110
Total number of active participants reported on line 7a of the Form 55002015-04-0110
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-010
Total participants2015-04-0110
Number of participants with account balances2015-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-0110
Total number of active participants reported on line 7a of the Form 55002014-04-0110
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-010
Total participants2014-04-0110
Number of participants with account balances2014-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-010
2013: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-0112
Total number of active participants reported on line 7a of the Form 55002013-04-0110
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-0110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-010
Total participants2013-04-0110
Number of participants with account balances2013-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-0112
Total number of active participants reported on line 7a of the Form 55002012-04-0112
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-0112
Number of participants with account balances2012-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-0111
Total number of active participants reported on line 7a of the Form 55002011-04-0112
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-010
Total of all active and inactive participants2011-04-0112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-010
Total participants2011-04-0112
Number of participants with account balances2011-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2010: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership
Total participants, beginning-of-year2010-04-019
Total number of active participants reported on line 7a of the Form 55002010-04-0111
Number of retired or separated participants receiving benefits2010-04-010
Number of other retired or separated participants entitled to future benefits2010-04-010
Total of all active and inactive participants2010-04-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-010
Total participants2010-04-0111
Number of participants with account balances2010-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-010
2009: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-017
Total number of active participants reported on line 7a of the Form 55002009-04-019
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-010
Total of all active and inactive participants2009-04-019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-019
Number of participants with account balances2009-04-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Measure Date Value
2023 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data
Total plan assets at end of year2023-03-31$36,954
Total plan assets at beginning of year2023-03-31$36,954
Value of fidelity bond covering the plan2023-03-31$5,000
Net plan assets at end of year (total assets less liabilities)2023-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2023-03-31$36,954
Assets. Value of employer securities2023-03-31$5,000
2022 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data
Total income from all sources2022-03-31$0
Expenses. Total of all expenses incurred2022-03-31$0
Total plan assets at end of year2022-03-31$36,954
Total plan assets at beginning of year2022-03-31$36,954
Value of fidelity bond covering the plan2022-03-31$5,000
Net income (gross income less expenses)2022-03-31$0
Net plan assets at end of year (total assets less liabilities)2022-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2022-03-31$36,954
Assets. Value of employer securities2022-03-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
2021 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data
Total income from all sources2021-03-31$0
Expenses. Total of all expenses incurred2021-03-31$0
Total plan assets at end of year2021-03-31$36,954
Total plan assets at beginning of year2021-03-31$36,954
Value of fidelity bond covering the plan2021-03-31$5,000
Net income (gross income less expenses)2021-03-31$0
Net plan assets at end of year (total assets less liabilities)2021-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2021-03-31$36,954
Assets. Value of employer securities2021-03-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
2020 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data
Total income from all sources2020-03-31$0
Expenses. Total of all expenses incurred2020-03-31$0
Total plan assets at end of year2020-03-31$36,954
Total plan assets at beginning of year2020-03-31$36,954
Value of fidelity bond covering the plan2020-03-31$5,000
Net income (gross income less expenses)2020-03-31$0
Net plan assets at end of year (total assets less liabilities)2020-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2020-03-31$36,954
Assets. Value of employer securities2020-03-31$5,000
2019 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data
Total income from all sources2019-03-31$0
Expenses. Total of all expenses incurred2019-03-31$0
Total plan assets at end of year2019-03-31$36,954
Total plan assets at beginning of year2019-03-31$36,954
Value of fidelity bond covering the plan2019-03-31$5,000
Net income (gross income less expenses)2019-03-31$0
Net plan assets at end of year (total assets less liabilities)2019-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2019-03-31$36,954
Assets. Value of employer securities2019-03-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data
Total income from all sources2018-03-31$0
Expenses. Total of all expenses incurred2018-03-31$0
Total plan assets at end of year2018-03-31$36,954
Total plan assets at beginning of year2018-03-31$36,954
Value of fidelity bond covering the plan2018-03-31$5,000
Net income (gross income less expenses)2018-03-31$0
Net plan assets at end of year (total assets less liabilities)2018-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2018-03-31$36,954
Assets. Value of employer securities2018-03-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
2017 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data
Total income from all sources2017-03-31$0
Expenses. Total of all expenses incurred2017-03-31$0
Total plan assets at end of year2017-03-31$36,954
Total plan assets at beginning of year2017-03-31$36,954
Value of fidelity bond covering the plan2017-03-31$5,000
Net income (gross income less expenses)2017-03-31$0
Net plan assets at end of year (total assets less liabilities)2017-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2017-03-31$36,954
Assets. Value of employer securities2017-03-31$5,000
2016 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data
Total income from all sources2016-03-31$0
Expenses. Total of all expenses incurred2016-03-31$0
Total plan assets at end of year2016-03-31$36,954
Total plan assets at beginning of year2016-03-31$36,954
Value of fidelity bond covering the plan2016-03-31$5,000
Net income (gross income less expenses)2016-03-31$0
Net plan assets at end of year (total assets less liabilities)2016-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2016-03-31$36,954
Assets. Value of employer securities2016-03-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
2015 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data
Total income from all sources2015-03-31$0
Expenses. Total of all expenses incurred2015-03-31$0
Total plan assets at end of year2015-03-31$36,954
Total plan assets at beginning of year2015-03-31$36,954
Value of fidelity bond covering the plan2015-03-31$5,000
Net income (gross income less expenses)2015-03-31$0
Net plan assets at end of year (total assets less liabilities)2015-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2015-03-31$36,954
Assets. Value of employer securities2015-03-31$5,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
2014 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data
Transfers to/from the plan2014-03-31$0
Total plan liabilities at end of year2014-03-31$0
Total plan liabilities at beginning of year2014-03-31$0
Total income from all sources2014-03-31$0
Expenses. Total of all expenses incurred2014-03-31$0
Benefits paid (including direct rollovers)2014-03-31$0
Total plan assets at end of year2014-03-31$36,954
Total plan assets at beginning of year2014-03-31$36,954
Value of fidelity bond covering the plan2014-03-31$5,000
Total contributions received or receivable from participants2014-03-31$0
Expenses. Other expenses not covered elsewhere2014-03-31$0
Contributions received from other sources (not participants or employers)2014-03-31$0
Other income received2014-03-31$0
Noncash contributions received2014-03-31$0
Net income (gross income less expenses)2014-03-31$0
Net plan assets at end of year (total assets less liabilities)2014-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2014-03-31$36,954
Assets. Value of employer securities2014-03-31$5,000
Total contributions received or receivable from employer(s)2014-03-31$0
Value of certain deemed distributions of participant loans2014-03-31$0
Value of corrective distributions2014-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
2013 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data
Transfers to/from the plan2013-03-31$0
Total plan liabilities at end of year2013-03-31$0
Total plan liabilities at beginning of year2013-03-31$0
Total income from all sources2013-03-31$0
Expenses. Total of all expenses incurred2013-03-31$0
Benefits paid (including direct rollovers)2013-03-31$0
Total plan assets at end of year2013-03-31$36,954
Total plan assets at beginning of year2013-03-31$36,954
Value of fidelity bond covering the plan2013-03-31$5,000
Total contributions received or receivable from participants2013-03-31$0
Expenses. Other expenses not covered elsewhere2013-03-31$0
Contributions received from other sources (not participants or employers)2013-03-31$0
Other income received2013-03-31$0
Noncash contributions received2013-03-31$0
Net income (gross income less expenses)2013-03-31$0
Net plan assets at end of year (total assets less liabilities)2013-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2013-03-31$36,954
Assets. Value of employer securities2013-03-31$5,000
Total contributions received or receivable from employer(s)2013-03-31$0
Value of certain deemed distributions of participant loans2013-03-31$0
Value of corrective distributions2013-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2013-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
2012 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data
Total plan liabilities at end of year2012-03-31$0
Total plan liabilities at beginning of year2012-03-31$0
Total income from all sources2012-03-31$0
Expenses. Total of all expenses incurred2012-03-31$0
Benefits paid (including direct rollovers)2012-03-31$0
Total plan assets at end of year2012-03-31$36,954
Total plan assets at beginning of year2012-03-31$36,954
Value of fidelity bond covering the plan2012-03-31$5,000
Total contributions received or receivable from participants2012-03-31$0
Expenses. Other expenses not covered elsewhere2012-03-31$0
Contributions received from other sources (not participants or employers)2012-03-31$0
Other income received2012-03-31$0
Noncash contributions received2012-03-31$0
Net income (gross income less expenses)2012-03-31$0
Net plan assets at end of year (total assets less liabilities)2012-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2012-03-31$36,954
Assets. Value of employer securities2012-03-31$5,000
Total contributions received or receivable from employer(s)2012-03-31$0
Value of certain deemed distributions of participant loans2012-03-31$0
Value of corrective distributions2012-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2012-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
2011 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data
Transfers to/from the plan2011-03-31$0
Total plan liabilities at end of year2011-03-31$0
Total plan liabilities at beginning of year2011-03-31$0
Total income from all sources2011-03-31$0
Expenses. Total of all expenses incurred2011-03-31$0
Benefits paid (including direct rollovers)2011-03-31$0
Total plan assets at end of year2011-03-31$36,954
Total plan assets at beginning of year2011-03-31$36,954
Value of fidelity bond covering the plan2011-03-31$5,000
Total contributions received or receivable from participants2011-03-31$0
Expenses. Other expenses not covered elsewhere2011-03-31$0
Contributions received from other sources (not participants or employers)2011-03-31$0
Other income received2011-03-31$0
Noncash contributions received2011-03-31$0
Net income (gross income less expenses)2011-03-31$0
Net plan assets at end of year (total assets less liabilities)2011-03-31$36,954
Net plan assets at beginning of year (total assets less liabilities)2011-03-31$36,954
Assets. Value of employer securities2011-03-31$5,000
Total contributions received or receivable from employer(s)2011-03-31$0
Value of certain deemed distributions of participant loans2011-03-31$0
Value of corrective distributions2011-03-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-03-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
2010 : CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

2022: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: CAPITAL FINANCIAL GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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