# Strategic Funding Source, INC. Dba Kapitus INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/strategic-funding-source-inc-dba-kapitus-inc-010855279-501

> Strategic Funding Source, INC. Dba Kapitus INC.'s Health & Welfare plan: 345 participants, plan year 2024 financials, providers, and benchmarks from Form 550…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Strategic Funding Source, INC. Dba Kapitus INC.

- **Sponsor EIN:** 010855279

- **Sponsor Address:** 120 W 45TH ST, NEW YORK, NY, 10036

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 345

- **Total Assets:** $0

## 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.|

| 2025|345|$0|$0|$0|

| 2024|325|$0|$0|$0|

| 2023|301|$0|$0|$0|

| 2022|293|$0|$0|$0|

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