Capitol Federal Financial, Inc. Employee Stock Ownership 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 Financial, Inc. Employee Stock Ownership Plan is a benefit plan reported by Capitol Federal Financial, Inc under EIN 27-2631712 and plan number 003. The latest loaded filing year is 2023. The filing reports 511 participants and $40,205,269 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
003
Plan type
2
Location
Topeka, KS
Latest filing year
2023
Participants
511
End-of-year plan assets
$40,205,269

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023511H, C20250714145126NAL0000768915001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$40,205,269
Total liabilities (EOY)
$32,731,246
Net assets (EOY)
$7,474,023
Net assets (BOY)
-$731,288

Income & contributions

Employer contributions
$1,667,593
Total contributions
$1,667,593
Total income / additions
$11,607,959

Expenses & distributions

Benefits paid
$2,241,781
Administrative expenses
$46,988
Total expenses
$3,402,648
Net increase / (decrease)
$8,205,311

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Greatbanc Trust CoNONE$24,000not reported in the loaded dataset2023
Oneamerica Retirement Services LLCNONE$22,988not reported in the loaded dataset2023
Matrix Trust CompanyNONE$0$02023

Related Form 5500 pages