Capitol Federal 401(K) Plan — Form 5500 plan (Capitol Federal Financial, Inc.)
Plain-English plan 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, Capitol Federal 401(K) Plan is a benefit plan reported by Capitol Federal Financial, Inc. under EIN 27-2631712 and plan number 002. The latest loaded filing year is 2023. The filing reports 729 participants and $30,997,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Capitol Federal Financial, Inc.
- EIN
- 27-2631712
- Plan number
- 002
- Plan type
- 2
- Location
- Topeka, KS
- Latest filing year
- 2023
- Participants
- 729
- End-of-year plan assets
- $30,997,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 729 | H, C | 20250714145034NAL0002838434001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $30,997,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,997,536
- Net assets (BOY)
- $28,652,325
Income & contributions
- Employer contributions
- $240,599
- Participant contributions
- $2,661,138
- Total contributions
- $2,931,015
- Total income / additions
- $9,235,315
Expenses & distributions
- Benefits paid
- $6,784,509
- Administrative expenses
- $104,105
- Total expenses
- $6,890,104
- Net increase / (decrease)
- $2,345,211
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $54,105 | not reported in the loaded dataset | 2023 |
| Intellicents Investments Solutions | NONE | $50,000 | not reported in the loaded dataset | 2023 |
| Matrix Trust Company | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Capitol Federal Financial, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in KS
- 401(k) and benefit plan filings in Topeka, KS
- Oneamerica Retirement Services LLC — Schedule C compensation
- Intellicents Investments Solutions — Schedule C compensation
- Matrix Trust Company — Schedule C compensation