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Filings through Oct 24, 2026.

Capital Financial Planners

EIN 47-2661379-financial services-Latest filing 2025
Plans
1
Retirement
1
$647K assets
Health & Benefits
0
Participants
8
2 WISCONSIN CIRCLE, SUITE 700 - CHEVY CHASE, MD 20815301-312-0680capitalfinancialplanners.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$647K - 8 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CAPITAL FINANCIAL PLANNERS 401(K) PLAN

401(k)

Assets$647K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPITAL FINANCIAL PLANNERS 401(K) PLAN401(k)$647K82025
  • CAPITAL FINANCIAL PLANNERS 401(K) PLAN$647K
    #001 · 401(k) · 20258
Retirement plans
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