Civic Intelligence

Cape Ann Capital Inc.

Plan context: Cape Ann Capital Inc. Individual 401(K)

EIN 04-3466809 • Concord, MA • 9 filings • 1 plans

22 Grove StreetConcord, MA 01742
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$938,672

2025 Contributions

$32,816

Historical Graphs

Total Assets Over Time

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

$938,672$469,336$0201720212025YearValue
$938,672Latest year 2025

Participants Over Time

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

420201720212025YearValue
3Latest year 2025

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
202513$938,672$32,816$10,939iApproximate average salary by contribution assumption: employee only about $273,467 at 4% or $182,311 at 6%; with 50% employer match about $182,311 at 4% or $121,541 at 6%; with 100% employer match about $136,733 at 4% or $91,156 at 6%.
Cape Ann Capital Inc. Individual 401(K)-3$938,672$32,816$10,939iApproximate average salary by contribution assumption: employee only about $273,467 at 4% or $182,311 at 6%; with 50% employer match about $182,311 at 4% or $121,541 at 6%; with 100% employer match about $136,733 at 4% or $91,156 at 6%.
202413$799,748$58,287$19,429iApproximate average salary by contribution assumption: employee only about $485,725 at 4% or $323,817 at 6%; with 50% employer match about $323,817 at 4% or $215,878 at 6%; with 100% employer match about $242,863 at 4% or $161,908 at 6%.
Cape Ann Capital Inc. Individual 401(K)-3$799,748$58,287$19,429iApproximate average salary by contribution assumption: employee only about $485,725 at 4% or $323,817 at 6%; with 50% employer match about $323,817 at 4% or $215,878 at 6%; with 100% employer match about $242,863 at 4% or $161,908 at 6%.
202313$651,520$28,500$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
Cape Ann Capital Inc. Individual 401(K)-3$651,520$28,500$9,500iApproximate average salary by contribution assumption: employee only about $237,500 at 4% or $158,333 at 6%; with 50% employer match about $158,333 at 4% or $105,556 at 6%; with 100% employer match about $118,750 at 4% or $79,167 at 6%.
202213$538,499$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
Cape Ann Capital Inc. Individual 401(K)-3$538,499$32,000$10,667iApproximate average salary by contribution assumption: employee only about $266,667 at 4% or $177,778 at 6%; with 50% employer match about $177,778 at 4% or $118,519 at 6%; with 100% employer match about $133,333 at 4% or $88,889 at 6%.
202113$630,759$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
Cape Ann Capital Inc. Individual 401(K)-3$630,759$37,000$12,333iApproximate average salary by contribution assumption: employee only about $308,333 at 4% or $205,556 at 6%; with 50% employer match about $205,556 at 4% or $137,037 at 6%; with 100% employer match about $154,167 at 4% or $102,778 at 6%.
202013$562,347$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Cape Ann Capital Inc. Individual 401(K)-3$562,347$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201914$612,295$44,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
Cape Ann Capital Inc. Individual 401(K)-4$612,295$44,000$11,000iApproximate average salary by contribution assumption: employee only about $275,000 at 4% or $183,333 at 6%; with 50% employer match about $183,333 at 4% or $122,222 at 6%; with 100% employer match about $137,500 at 4% or $91,667 at 6%.
201814$515,044$57,396$14,349iApproximate average salary by contribution assumption: employee only about $358,725 at 4% or $239,150 at 6%; with 50% employer match about $239,150 at 4% or $159,433 at 6%; with 100% employer match about $179,363 at 4% or $119,575 at 6%.
Cape Ann Capital Inc. Individual 401(K)-4$515,044$57,396$14,349iApproximate average salary by contribution assumption: employee only about $358,725 at 4% or $239,150 at 6%; with 50% employer match about $239,150 at 4% or $159,433 at 6%; with 100% employer match about $179,363 at 4% or $119,575 at 6%.
201714$503,447$48,204$12,051iApproximate average salary by contribution assumption: employee only about $301,275 at 4% or $200,850 at 6%; with 50% employer match about $200,850 at 4% or $133,900 at 6%; with 100% employer match about $150,638 at 4% or $100,425 at 6%.
Cape Ann Capital Inc. Individual 401(K)-4$503,447$48,204$12,051iApproximate average salary by contribution assumption: employee only about $301,275 at 4% or $200,850 at 6%; with 50% employer match about $200,850 at 4% or $133,900 at 6%; with 100% employer match about $150,638 at 4% or $100,425 at 6%.