2023 Form 5500 filing — Capitol Federal 401(K) 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 20250714145034NAL0002838434001) for Capitol Federal 401(K) Plan, reported by Capitol Federal Financial, Inc. under EIN 27-2631712 and plan number 002. It reports 729 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$31MReported net assets$30,997,536
Participants729
Provider compensation$104.1K3 Schedule C row(s)$104,105
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20250714145034NAL0002838434001
- Plan sponsor
- Capitol Federal Financial, Inc.
- EIN
- 27-2631712
- Plan number
- 002
- Location
- Topeka, KS
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$31M total assets
Net assets$31MLiabilities$0
Full reported line items
- Total assets (EOY)
- $30,997,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $30,997,536
- Employer contributions
- $240,599
- Participant contributions
- $2,661,138
- Total income / additions
- $9,235,315
- Benefits paid
- $6,784,509
- Administrative expenses
- $104,105
- Total expenses
- $6,890,104
- Net increase / (decrease)
- $2,345,211
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneamerica Retirement Services LLC | NONE | $54,105 | not reported in the loaded dataset |
| Intellicents Investments Solutions | NONE | $50,000 | not reported in the loaded dataset |
| Matrix Trust Company | NONE | $0 | $0 |