Civic Intelligence

Capitol Financial Advisors

Plan context: Capitol Financial Advisors 401K Profit Sharing Plan

EIN 04-3424859 • Wellesley, MA • 25 filings • 5 plans

1 Hollis StreetSuite 301Wellesley, MA 02482
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,828,912

2024 Contributions

$198,517

Historical Graphs

Total Assets Over Time

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

$2,828,912$1,414,456$0200020142024YearValue
$2,828,912Latest year 2024

Participants Over Time

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

630200020142024YearValue
6Latest 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
202416$2,828,912$198,517$33,086iApproximate average salary by contribution assumption: employee only about $827,154 at 4% or $551,436 at 6%; with 50% employer match about $551,436 at 4% or $367,624 at 6%; with 100% employer match about $413,577 at 4% or $275,718 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$2,828,912$198,517$33,086iApproximate average salary by contribution assumption: employee only about $827,154 at 4% or $551,436 at 6%; with 50% employer match about $551,436 at 4% or $367,624 at 6%; with 100% employer match about $413,577 at 4% or $275,718 at 6%.
202316$2,442,521$121,451$20,242iApproximate average salary by contribution assumption: employee only about $506,046 at 4% or $337,364 at 6%; with 50% employer match about $337,364 at 4% or $224,909 at 6%; with 100% employer match about $253,023 at 4% or $168,682 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$2,442,521$121,451$20,242iApproximate average salary by contribution assumption: employee only about $506,046 at 4% or $337,364 at 6%; with 50% employer match about $337,364 at 4% or $224,909 at 6%; with 100% employer match about $253,023 at 4% or $168,682 at 6%.
202216$1,955,327$94,148$15,691iApproximate average salary by contribution assumption: employee only about $392,283 at 4% or $261,522 at 6%; with 50% employer match about $261,522 at 4% or $174,348 at 6%; with 100% employer match about $196,142 at 4% or $130,761 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$1,955,327$94,148$15,691iApproximate average salary by contribution assumption: employee only about $392,283 at 4% or $261,522 at 6%; with 50% employer match about $261,522 at 4% or $174,348 at 6%; with 100% employer match about $196,142 at 4% or $130,761 at 6%.
202116$2,334,622$108,894$18,149iApproximate average salary by contribution assumption: employee only about $453,725 at 4% or $302,483 at 6%; with 50% employer match about $302,483 at 4% or $201,656 at 6%; with 100% employer match about $226,863 at 4% or $151,242 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$2,334,622$108,894$18,149iApproximate average salary by contribution assumption: employee only about $453,725 at 4% or $302,483 at 6%; with 50% employer match about $302,483 at 4% or $201,656 at 6%; with 100% employer match about $226,863 at 4% or $151,242 at 6%.
202016$2,065,975$874,791$145,799iApproximate average salary by contribution assumption: employee only about $3,644,963 at 4% or $2,429,975 at 6%; with 50% employer match about $2,429,975 at 4% or $1,619,983 at 6%; with 100% employer match about $1,822,481 at 4% or $1,214,988 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$2,065,975$874,791$145,799iApproximate average salary by contribution assumption: employee only about $3,644,963 at 4% or $2,429,975 at 6%; with 50% employer match about $2,429,975 at 4% or $1,619,983 at 6%; with 100% employer match about $1,822,481 at 4% or $1,214,988 at 6%.
201914$2,056,675$105,528$26,382iApproximate average salary by contribution assumption: employee only about $659,550 at 4% or $439,700 at 6%; with 50% employer match about $439,700 at 4% or $293,133 at 6%; with 100% employer match about $329,775 at 4% or $219,850 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-4$2,056,675$105,528$26,382iApproximate average salary by contribution assumption: employee only about $659,550 at 4% or $439,700 at 6%; with 50% employer match about $439,700 at 4% or $293,133 at 6%; with 100% employer match about $329,775 at 4% or $219,850 at 6%.
201815$1,820,249$120,379$24,076iApproximate average salary by contribution assumption: employee only about $601,895 at 4% or $401,263 at 6%; with 50% employer match about $401,263 at 4% or $267,509 at 6%; with 100% employer match about $300,948 at 4% or $200,632 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-5$1,820,249$120,379$24,076iApproximate average salary by contribution assumption: employee only about $601,895 at 4% or $401,263 at 6%; with 50% employer match about $401,263 at 4% or $267,509 at 6%; with 100% employer match about $300,948 at 4% or $200,632 at 6%.
201715$1,727,993$111,964$22,393iApproximate average salary by contribution assumption: employee only about $559,820 at 4% or $373,213 at 6%; with 50% employer match about $373,213 at 4% or $248,809 at 6%; with 100% employer match about $279,910 at 4% or $186,607 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-5$1,727,993$111,964$22,393iApproximate average salary by contribution assumption: employee only about $559,820 at 4% or $373,213 at 6%; with 50% employer match about $373,213 at 4% or $248,809 at 6%; with 100% employer match about $279,910 at 4% or $186,607 at 6%.
201615$1,360,871$120,586$24,117iApproximate average salary by contribution assumption: employee only about $602,930 at 4% or $401,953 at 6%; with 50% employer match about $401,953 at 4% or $267,969 at 6%; with 100% employer match about $301,465 at 4% or $200,977 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-5$1,360,871$120,586$24,117iApproximate average salary by contribution assumption: employee only about $602,930 at 4% or $401,953 at 6%; with 50% employer match about $401,953 at 4% or $267,969 at 6%; with 100% employer match about $301,465 at 4% or $200,977 at 6%.
201516$1,093,188$123,936$20,656iApproximate average salary by contribution assumption: employee only about $516,400 at 4% or $344,267 at 6%; with 50% employer match about $344,267 at 4% or $229,511 at 6%; with 100% employer match about $258,200 at 4% or $172,133 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$1,093,188$123,936$20,656iApproximate average salary by contribution assumption: employee only about $516,400 at 4% or $344,267 at 6%; with 50% employer match about $344,267 at 4% or $229,511 at 6%; with 100% employer match about $258,200 at 4% or $172,133 at 6%.
201416$992,915$108,225$18,038iApproximate average salary by contribution assumption: employee only about $450,938 at 4% or $300,625 at 6%; with 50% employer match about $300,625 at 4% or $200,417 at 6%; with 100% employer match about $225,469 at 4% or $150,313 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-6$992,915$108,225$18,038iApproximate average salary by contribution assumption: employee only about $450,938 at 4% or $300,625 at 6%; with 50% employer match about $300,625 at 4% or $200,417 at 6%; with 100% employer match about $225,469 at 4% or $150,313 at 6%.
201314$809,853$91,396$22,849iApproximate average salary by contribution assumption: employee only about $571,225 at 4% or $380,817 at 6%; with 50% employer match about $380,817 at 4% or $253,878 at 6%; with 100% employer match about $285,613 at 4% or $190,408 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-4$809,853$91,396$22,849iApproximate average salary by contribution assumption: employee only about $571,225 at 4% or $380,817 at 6%; with 50% employer match about $380,817 at 4% or $253,878 at 6%; with 100% employer match about $285,613 at 4% or $190,408 at 6%.
201214$639,347$88,895$22,224iApproximate average salary by contribution assumption: employee only about $555,594 at 4% or $370,396 at 6%; with 50% employer match about $370,396 at 4% or $246,931 at 6%; with 100% employer match about $277,797 at 4% or $185,198 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-4$639,347$88,895$22,224iApproximate average salary by contribution assumption: employee only about $555,594 at 4% or $370,396 at 6%; with 50% employer match about $370,396 at 4% or $246,931 at 6%; with 100% employer match about $277,797 at 4% or $185,198 at 6%.
201113$512,010$76,383$25,461iApproximate average salary by contribution assumption: employee only about $636,525 at 4% or $424,350 at 6%; with 50% employer match about $424,350 at 4% or $282,900 at 6%; with 100% employer match about $318,263 at 4% or $212,175 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$512,010$76,383$25,461iApproximate average salary by contribution assumption: employee only about $636,525 at 4% or $424,350 at 6%; with 50% employer match about $424,350 at 4% or $282,900 at 6%; with 100% employer match about $318,263 at 4% or $212,175 at 6%.
201013$442,336$66,408$22,136iApproximate average salary by contribution assumption: employee only about $553,400 at 4% or $368,933 at 6%; with 50% employer match about $368,933 at 4% or $245,956 at 6%; with 100% employer match about $276,700 at 4% or $184,467 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$442,336$66,408$22,136iApproximate average salary by contribution assumption: employee only about $553,400 at 4% or $368,933 at 6%; with 50% employer match about $368,933 at 4% or $245,956 at 6%; with 100% employer match about $276,700 at 4% or $184,467 at 6%.
200923$352,634$66,035$22,012iApproximate average salary by contribution assumption: employee only about $550,292 at 4% or $366,861 at 6%; with 50% employer match about $366,861 at 4% or $244,574 at 6%; with 100% employer match about $275,146 at 4% or $183,431 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$352,634$66,035$22,012iApproximate average salary by contribution assumption: employee only about $550,292 at 4% or $366,861 at 6%; with 50% employer match about $366,861 at 4% or $244,574 at 6%; with 100% employer match about $275,146 at 4% or $183,431 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-----
200813$279,648$62,987$20,996iApproximate average salary by contribution assumption: employee only about $524,892 at 4% or $349,928 at 6%; with 50% employer match about $349,928 at 4% or $233,285 at 6%; with 100% employer match about $262,446 at 4% or $174,964 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$279,648$62,987$20,996iApproximate average salary by contribution assumption: employee only about $524,892 at 4% or $349,928 at 6%; with 50% employer match about $349,928 at 4% or $233,285 at 6%; with 100% employer match about $262,446 at 4% or $174,964 at 6%.
200713$253,751$59,113$19,704iApproximate average salary by contribution assumption: employee only about $492,608 at 4% or $328,406 at 6%; with 50% employer match about $328,406 at 4% or $218,937 at 6%; with 100% employer match about $246,304 at 4% or $164,203 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$253,751$59,113$19,704iApproximate average salary by contribution assumption: employee only about $492,608 at 4% or $328,406 at 6%; with 50% employer match about $328,406 at 4% or $218,937 at 6%; with 100% employer match about $246,304 at 4% or $164,203 at 6%.
200613$182,971$60,844$20,281iApproximate average salary by contribution assumption: employee only about $507,033 at 4% or $338,022 at 6%; with 50% employer match about $338,022 at 4% or $225,348 at 6%; with 100% employer match about $253,517 at 4% or $169,011 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$182,971$60,844$20,281iApproximate average salary by contribution assumption: employee only about $507,033 at 4% or $338,022 at 6%; with 50% employer match about $338,022 at 4% or $225,348 at 6%; with 100% employer match about $253,517 at 4% or $169,011 at 6%.
200513$106,891$57,566$19,189iApproximate average salary by contribution assumption: employee only about $479,717 at 4% or $319,811 at 6%; with 50% employer match about $319,811 at 4% or $213,207 at 6%; with 100% employer match about $239,858 at 4% or $159,906 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-3$106,891$57,566$19,189iApproximate average salary by contribution assumption: employee only about $479,717 at 4% or $319,811 at 6%; with 50% employer match about $319,811 at 4% or $213,207 at 6%; with 100% employer match about $239,858 at 4% or $159,906 at 6%.
200412$48,190$48,190$24,095iApproximate average salary by contribution assumption: employee only about $602,375 at 4% or $401,583 at 6%; with 50% employer match about $401,583 at 4% or $267,722 at 6%; with 100% employer match about $301,188 at 4% or $200,792 at 6%.
Capitol Financial Advisors 401K Profit Sharing Plan-2$48,190$48,190$24,095iApproximate average salary by contribution assumption: employee only about $602,375 at 4% or $401,583 at 6%; with 50% employer match about $401,583 at 4% or $267,722 at 6%; with 100% employer match about $301,188 at 4% or $200,792 at 6%.
200210$0$0-
CAPITOL FINANCIAL ADVISORS MONEY PURCHASE PENSION PLAN & TRUST-0---
200110$0$0-
CAPITOL FINANCIAL ADVISORS MONEY PURCHASE PENSION PLAN & TRUST-0---
200012$11,747$6,375$3,188iApproximate average salary by contribution assumption: employee only about $79,688 at 4% or $53,125 at 6%; with 50% employer match about $53,125 at 4% or $35,417 at 6%; with 100% employer match about $39,844 at 4% or $26,563 at 6%.
CAPITOL FINANCIAL ADVISORS MONEY PURCHASE PENSION PLAN & TRUST-2$11,747$6,375$3,188iApproximate average salary by contribution assumption: employee only about $79,688 at 4% or $53,125 at 6%; with 50% employer match about $53,125 at 4% or $35,417 at 6%; with 100% employer match about $39,844 at 4% or $26,563 at 6%.