Civic Intelligence

Capital Financial Group Inc.

Plan context: Capital Financial Group Inc. Employee Stock Ownership Plan

EIN 76-0188007 • Houston, TX • 24 filings • 4 plans

1218 Webster StreetHouston, TX 77002
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$36,954

2024 Contributions

$26,058

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$37,907$18,954$0200320152024YearValue
$36,954Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1680200020132024YearValue
16Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024116$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-16$36,954--
2023114$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-14$36,954--
2022113$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-13$36,954--
2021112$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-12$36,954--
2020115$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-15$36,954--
2019114$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-14$36,954--
2018111$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-11$36,954--
2017113$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-13$36,954--
2016111$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-11$36,954--
2015111$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-11$36,954--
2014110$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-10$36,954--
2013110$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-10$36,954--
2012112$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-12$36,954--
2011112$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-12$36,954--
2010111$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-11$36,954--
200919$36,954$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-9$36,954--
200817$0$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-7---
200717$0$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-7---
200617$37,224$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-7$37,224--
200416$37,724$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-6$37,724--
200314$37,907$26,058$6,515iApproximate average salary by contribution assumption: employee only about $162,863 at 4% or $108,575 at 6%; with 50% employer match about $108,575 at 4% or $72,383 at 6%; with 100% employer match about $81,431 at 4% or $54,288 at 6%.
Capital Financial Group Inc. Employee Stock Ownership Plan-4$37,907$26,058$6,515iApproximate average salary by contribution assumption: employee only about $162,863 at 4% or $108,575 at 6%; with 50% employer match about $108,575 at 4% or $72,383 at 6%; with 100% employer match about $81,431 at 4% or $54,288 at 6%.
200213$0$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-3---
200110$0$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-0---
200014$0$0-
Capital Financial Group Inc. Employee Stock Ownership Plan-4---