# Capital Financial Group, INC. DC Plan
Source: https://planprovider.pro/companies/capital-financial-group-inc-760188007-001

> Capital Financial Group, INC.'s DC plan: 16 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capital Financial Group, INC.

- **Sponsor EIN:** 760188007

- **Sponsor Address:** 1218 WEBSTER STREET, HOUSTON, TX, 77002

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 16

- **Total Assets:** $36,954

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|16|$36,954|$0|$0|

| 2023|14|$36,954|$0|$0|

| 2022|13|$36,954|$0|$0|

## Similar Plans

- [Integrity, LLC](https://planprovider.pro/companies/integrity-marketing-group-401k-plan) — 5,449 participants

- [Higginbotham Insurance Agency, INC.](https://planprovider.pro/companies/paul-c-higginbotham-company-dba-higginbotham-associates-inc-401k-plan) — 3,647 participants

- [Southwest Business Corporation](https://planprovider.pro/companies/southwest-business-corporation-401k-plan) — 2,025 participants

- [Ep Loya Group, LP](https://planprovider.pro/companies/ep-loya-group-lp-401k-plan) — 1,791 participants

- [Texas Wasatch Insurance Services, L.P.](https://planprovider.pro/companies/texas-wasatch-insurance-services-l-p-401k-plan) — 1,678 participants

- [Ehealth Insurance Services, INC.](https://planprovider.pro/companies/ehealth-insurance-services-inc-401k-plan) — 1,667 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/capital-financial-group-inc-760188007-001)

© 2026 PlanProvider.Pro