Civic Intelligence

STRATEGIC FUNDING SOURCE, INC. DBA KAPITUS INC.

Plan context: Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust

EIN 01-0855279 • New York, NY • 26 filings • 8 plans

120 W 45th St 4th FLNew York, NY 10036
Current Snapshot

Latest Year

2024

2024 Participants

325

2024 Assets

$16,367,379

2024 Contributions

$3,221,415

Historical Graphs

Total Assets Over Time

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

$16,367,379$8,183,690$0200820172024YearValue
$16,367,379Latest year 2024

Participants Over Time

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

3251630200720162024YearValue
325Latest 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
20242325$16,367,379$3,221,415$9,912iApproximate average salary by contribution assumption: employee only about $247,801 at 4% or $165,201 at 6%; with 50% employer match about $165,201 at 4% or $110,134 at 6%; with 100% employer match about $123,901 at 4% or $82,600 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-319$16,367,379$3,221,415$10,098iApproximate average salary by contribution assumption: employee only about $252,462 at 4% or $168,308 at 6%; with 50% employer match about $168,308 at 4% or $112,205 at 6%; with 100% employer match about $126,231 at 4% or $84,154 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-325---
20232302$12,285,365$3,289,642$10,893iApproximate average salary by contribution assumption: employee only about $272,321 at 4% or $181,548 at 6%; with 50% employer match about $181,548 at 4% or $121,032 at 6%; with 100% employer match about $136,161 at 4% or $90,774 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-302$12,285,365$3,289,642$10,893iApproximate average salary by contribution assumption: employee only about $272,321 at 4% or $181,548 at 6%; with 50% employer match about $181,548 at 4% or $121,032 at 6%; with 100% employer match about $136,161 at 4% or $90,774 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-301---
20222293$7,694,139$2,430,476$8,295iApproximate average salary by contribution assumption: employee only about $207,378 at 4% or $138,252 at 6%; with 50% employer match about $138,252 at 4% or $92,168 at 6%; with 100% employer match about $103,689 at 4% or $69,126 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-272$7,694,139$2,430,476$8,936iApproximate average salary by contribution assumption: employee only about $223,389 at 4% or $148,926 at 6%; with 50% employer match about $148,926 at 4% or $99,284 at 6%; with 100% employer match about $111,695 at 4% or $74,463 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-293---
20212233$7,694,642$1,675,077$7,189iApproximate average salary by contribution assumption: employee only about $179,729 at 4% or $119,820 at 6%; with 50% employer match about $119,820 at 4% or $79,880 at 6%; with 100% employer match about $89,865 at 4% or $59,910 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-200$7,694,642$1,675,077$8,375iApproximate average salary by contribution assumption: employee only about $209,385 at 4% or $139,590 at 6%; with 50% employer match about $139,590 at 4% or $93,060 at 6%; with 100% employer match about $104,692 at 4% or $69,795 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-233---
20202202$6,447,660$1,672,165$8,278iApproximate average salary by contribution assumption: employee only about $206,951 at 4% or $137,967 at 6%; with 50% employer match about $137,967 at 4% or $91,978 at 6%; with 100% employer match about $103,476 at 4% or $68,984 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-195$6,447,660$1,672,165$8,575iApproximate average salary by contribution assumption: employee only about $214,380 at 4% or $142,920 at 6%; with 50% employer match about $142,920 at 4% or $95,280 at 6%; with 100% employer match about $107,190 at 4% or $71,460 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-202---
20192234$3,908,502$1,213,334$5,185iApproximate average salary by contribution assumption: employee only about $129,630 at 4% or $86,420 at 6%; with 50% employer match about $86,420 at 4% or $57,613 at 6%; with 100% employer match about $64,815 at 4% or $43,210 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-234$3,908,502$1,213,334$5,185iApproximate average salary by contribution assumption: employee only about $129,630 at 4% or $86,420 at 6%; with 50% employer match about $86,420 at 4% or $57,613 at 6%; with 100% employer match about $64,815 at 4% or $43,210 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-212---
20182206$2,419,192$1,218,106$5,913iApproximate average salary by contribution assumption: employee only about $147,828 at 4% or $98,552 at 6%; with 50% employer match about $98,552 at 4% or $65,702 at 6%; with 100% employer match about $73,914 at 4% or $49,276 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-205$2,419,192$1,218,106$5,942iApproximate average salary by contribution assumption: employee only about $148,550 at 4% or $99,033 at 6%; with 50% employer match about $99,033 at 4% or $66,022 at 6%; with 100% employer match about $74,275 at 4% or $49,517 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-206---
20172187$1,929,359$813,408$4,350iApproximate average salary by contribution assumption: employee only about $108,744 at 4% or $72,496 at 6%; with 50% employer match about $72,496 at 4% or $48,331 at 6%; with 100% employer match about $54,372 at 4% or $36,248 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-187$1,929,359$813,408$4,350iApproximate average salary by contribution assumption: employee only about $108,744 at 4% or $72,496 at 6%; with 50% employer match about $72,496 at 4% or $48,331 at 6%; with 100% employer match about $54,372 at 4% or $36,248 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-185---
20162176$1,061,731$454,280$2,581iApproximate average salary by contribution assumption: employee only about $64,528 at 4% or $43,019 at 6%; with 50% employer match about $43,019 at 4% or $28,679 at 6%; with 100% employer match about $32,264 at 4% or $21,509 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-176$1,061,731$454,280$2,581iApproximate average salary by contribution assumption: employee only about $64,528 at 4% or $43,019 at 6%; with 50% employer match about $43,019 at 4% or $28,679 at 6%; with 100% employer match about $32,264 at 4% or $21,509 at 6%.
Strategic Funding Source Inc. Hra Benefit Plan-101---
2015161$586,152$281,621$4,617iApproximate average salary by contribution assumption: employee only about $115,418 at 4% or $76,946 at 6%; with 50% employer match about $76,946 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,473 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-61$586,152$281,621$4,617iApproximate average salary by contribution assumption: employee only about $115,418 at 4% or $76,946 at 6%; with 50% employer match about $76,946 at 4% or $51,297 at 6%; with 100% employer match about $57,709 at 4% or $38,473 at 6%.
2014136$341,530$158,195$4,394iApproximate average salary by contribution assumption: employee only about $109,858 at 4% or $73,238 at 6%; with 50% employer match about $73,238 at 4% or $48,826 at 6%; with 100% employer match about $54,929 at 4% or $36,619 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-36$341,530$158,195$4,394iApproximate average salary by contribution assumption: employee only about $109,858 at 4% or $73,238 at 6%; with 50% employer match about $73,238 at 4% or $48,826 at 6%; with 100% employer match about $54,929 at 4% or $36,619 at 6%.
2012119$112,657$50,861$2,677iApproximate average salary by contribution assumption: employee only about $66,922 at 4% or $44,615 at 6%; with 50% employer match about $44,615 at 4% or $29,743 at 6%; with 100% employer match about $33,461 at 4% or $22,307 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-19$112,657$50,861$2,677iApproximate average salary by contribution assumption: employee only about $66,922 at 4% or $44,615 at 6%; with 50% employer match about $44,615 at 4% or $29,743 at 6%; with 100% employer match about $33,461 at 4% or $22,307 at 6%.
2011110$54,687$17,701$1,770iApproximate average salary by contribution assumption: employee only about $44,253 at 4% or $29,502 at 6%; with 50% employer match about $29,502 at 4% or $19,668 at 6%; with 100% employer match about $22,126 at 4% or $14,751 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-10$54,687$17,701$1,770iApproximate average salary by contribution assumption: employee only about $44,253 at 4% or $29,502 at 6%; with 50% employer match about $29,502 at 4% or $19,668 at 6%; with 100% employer match about $22,126 at 4% or $14,751 at 6%.
201017$40,539$11,045$1,578iApproximate average salary by contribution assumption: employee only about $39,446 at 4% or $26,298 at 6%; with 50% employer match about $26,298 at 4% or $17,532 at 6%; with 100% employer match about $19,723 at 4% or $13,149 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-7$40,539$11,045$1,578iApproximate average salary by contribution assumption: employee only about $39,446 at 4% or $26,298 at 6%; with 50% employer match about $26,298 at 4% or $17,532 at 6%; with 100% employer match about $19,723 at 4% or $13,149 at 6%.
200917$25,368$11,459$1,637iApproximate average salary by contribution assumption: employee only about $40,925 at 4% or $27,283 at 6%; with 50% employer match about $27,283 at 4% or $18,189 at 6%; with 100% employer match about $20,463 at 4% or $13,642 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-7$25,368$11,459$1,637iApproximate average salary by contribution assumption: employee only about $40,925 at 4% or $27,283 at 6%; with 50% employer match about $27,283 at 4% or $18,189 at 6%; with 100% employer match about $20,463 at 4% or $13,642 at 6%.
2008124$102,361$100,373$4,182iApproximate average salary by contribution assumption: employee only about $104,555 at 4% or $69,703 at 6%; with 50% employer match about $69,703 at 4% or $46,469 at 6%; with 100% employer match about $52,278 at 4% or $34,852 at 6%.
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-24$102,361$100,373$4,182iApproximate average salary by contribution assumption: employee only about $104,555 at 4% or $69,703 at 6%; with 50% employer match about $69,703 at 4% or $46,469 at 6%; with 100% employer match about $52,278 at 4% or $34,852 at 6%.
2007116$0$0-
Strategic Funding Source Inc 401(K) Profit Sharing Plan & Trust-16---