2023 Form 5500 filing — Capitol Federal Financial, Inc. Employee Stock Ownership Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250714145126NAL0000768915001) for Capitol Federal Financial, Inc. Employee Stock Ownership Plan, reported by Capitol Federal Financial, Inc under EIN 27-2631712 and plan number 003. It reports 511 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250714145126NAL0000768915001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Capitol Federal Financial, Inc
- EIN
- 27-2631712
- Plan number
- 003
- Location
- Topeka, KS
- Participants
- 511
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $40,205,269
- Total liabilities (EOY)
- $32,731,246
- Net assets (EOY)
- $7,474,023
- Employer contributions
- $1,667,593
- Total income / additions
- $11,607,959
- Benefits paid
- $2,241,781
- Administrative expenses
- $46,988
- Total expenses
- $3,402,648
- Net increase / (decrease)
- $8,205,311
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Greatbanc Trust Co | NONE | $24,000 | not reported in the loaded dataset |
| Oneamerica Retirement Services LLC | NONE | $22,988 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |