Civic Intelligence

Capital Financial Planning LLC

Plan context: Capital Financial Planning LLC 401(K) P/S Plan

EIN 05-0558883 • Albany, NY • 17 filings • 4 plans

6 Tower PlaceAlbany, NY 12203
Current Snapshot

Latest Year

2023

2023 Participants

1

2023 Assets

$1,883,330

2023 Contributions

$86,841

Historical Graphs

Total Assets Over Time

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

$2,083,701$1,041,851$0200820162023YearValue
$1,883,330Latest year 2023

Participants Over Time

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

840200720152023YearValue
1Latest year 2023

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
202311$1,883,330$86,841$86,841iApproximate average salary by contribution assumption: employee only about $2,171,025 at 4% or $1,447,350 at 6%; with 50% employer match about $1,447,350 at 4% or $964,900 at 6%; with 100% employer match about $1,085,513 at 4% or $723,675 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-1$1,883,330$86,841$86,841iApproximate average salary by contribution assumption: employee only about $2,171,025 at 4% or $1,447,350 at 6%; with 50% employer match about $1,447,350 at 4% or $964,900 at 6%; with 100% employer match about $1,085,513 at 4% or $723,675 at 6%.
202213$1,559,013$83,063$27,688iApproximate average salary by contribution assumption: employee only about $692,192 at 4% or $461,461 at 6%; with 50% employer match about $461,461 at 4% or $307,641 at 6%; with 100% employer match about $346,096 at 4% or $230,731 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-3$1,559,013$83,063$27,688iApproximate average salary by contribution assumption: employee only about $692,192 at 4% or $461,461 at 6%; with 50% employer match about $461,461 at 4% or $307,641 at 6%; with 100% employer match about $346,096 at 4% or $230,731 at 6%.
202114$2,083,701$80,877$20,219iApproximate average salary by contribution assumption: employee only about $505,481 at 4% or $336,988 at 6%; with 50% employer match about $336,988 at 4% or $224,658 at 6%; with 100% employer match about $252,741 at 4% or $168,494 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-4$2,083,701$80,877$20,219iApproximate average salary by contribution assumption: employee only about $505,481 at 4% or $336,988 at 6%; with 50% employer match about $336,988 at 4% or $224,658 at 6%; with 100% employer match about $252,741 at 4% or $168,494 at 6%.
202014$1,563,843$87,816$21,954iApproximate average salary by contribution assumption: employee only about $548,850 at 4% or $365,900 at 6%; with 50% employer match about $365,900 at 4% or $243,933 at 6%; with 100% employer match about $274,425 at 4% or $182,950 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-4$1,563,843$87,816$21,954iApproximate average salary by contribution assumption: employee only about $548,850 at 4% or $365,900 at 6%; with 50% employer match about $365,900 at 4% or $243,933 at 6%; with 100% employer match about $274,425 at 4% or $182,950 at 6%.
201914$1,226,857$81,985$20,496iApproximate average salary by contribution assumption: employee only about $512,406 at 4% or $341,604 at 6%; with 50% employer match about $341,604 at 4% or $227,736 at 6%; with 100% employer match about $256,203 at 4% or $170,802 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-4$1,226,857$81,985$20,496iApproximate average salary by contribution assumption: employee only about $512,406 at 4% or $341,604 at 6%; with 50% employer match about $341,604 at 4% or $227,736 at 6%; with 100% employer match about $256,203 at 4% or $170,802 at 6%.
201814$905,593$58,752$14,688iApproximate average salary by contribution assumption: employee only about $367,200 at 4% or $244,800 at 6%; with 50% employer match about $244,800 at 4% or $163,200 at 6%; with 100% employer match about $183,600 at 4% or $122,400 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-4$905,593$58,752$14,688iApproximate average salary by contribution assumption: employee only about $367,200 at 4% or $244,800 at 6%; with 50% employer match about $244,800 at 4% or $163,200 at 6%; with 100% employer match about $183,600 at 4% or $122,400 at 6%.
201714$949,254$77,652$19,413iApproximate average salary by contribution assumption: employee only about $485,325 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-4$949,254$77,652$19,413iApproximate average salary by contribution assumption: employee only about $485,325 at 4% or $323,550 at 6%; with 50% employer match about $323,550 at 4% or $215,700 at 6%; with 100% employer match about $242,663 at 4% or $161,775 at 6%.
201614$786,116$62,002$15,501iApproximate average salary by contribution assumption: employee only about $387,513 at 4% or $258,342 at 6%; with 50% employer match about $258,342 at 4% or $172,228 at 6%; with 100% employer match about $193,756 at 4% or $129,171 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-4$786,116$62,002$15,501iApproximate average salary by contribution assumption: employee only about $387,513 at 4% or $258,342 at 6%; with 50% employer match about $258,342 at 4% or $172,228 at 6%; with 100% employer match about $193,756 at 4% or $129,171 at 6%.
201515$837,926$91,390$18,278iApproximate average salary by contribution assumption: employee only about $456,950 at 4% or $304,633 at 6%; with 50% employer match about $304,633 at 4% or $203,089 at 6%; with 100% employer match about $228,475 at 4% or $152,317 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-5$837,926$91,390$18,278iApproximate average salary by contribution assumption: employee only about $456,950 at 4% or $304,633 at 6%; with 50% employer match about $304,633 at 4% or $203,089 at 6%; with 100% employer match about $228,475 at 4% or $152,317 at 6%.
201415$803,207$87,795$17,559iApproximate average salary by contribution assumption: employee only about $438,975 at 4% or $292,650 at 6%; with 50% employer match about $292,650 at 4% or $195,100 at 6%; with 100% employer match about $219,488 at 4% or $146,325 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-5$803,207$87,795$17,559iApproximate average salary by contribution assumption: employee only about $438,975 at 4% or $292,650 at 6%; with 50% employer match about $292,650 at 4% or $195,100 at 6%; with 100% employer match about $219,488 at 4% or $146,325 at 6%.
201316$712,894$78,757$13,126iApproximate average salary by contribution assumption: employee only about $328,154 at 4% or $218,769 at 6%; with 50% employer match about $218,769 at 4% or $145,846 at 6%; with 100% employer match about $164,077 at 4% or $109,385 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-6$712,894$78,757$13,126iApproximate average salary by contribution assumption: employee only about $328,154 at 4% or $218,769 at 6%; with 50% employer match about $218,769 at 4% or $145,846 at 6%; with 100% employer match about $164,077 at 4% or $109,385 at 6%.
201218$593,365$122,253$15,282iApproximate average salary by contribution assumption: employee only about $382,041 at 4% or $254,694 at 6%; with 50% employer match about $254,694 at 4% or $169,796 at 6%; with 100% employer match about $191,020 at 4% or $127,347 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-8$593,365$122,253$15,282iApproximate average salary by contribution assumption: employee only about $382,041 at 4% or $254,694 at 6%; with 50% employer match about $254,694 at 4% or $169,796 at 6%; with 100% employer match about $191,020 at 4% or $127,347 at 6%.
201117$451,519$89,374$12,768iApproximate average salary by contribution assumption: employee only about $319,193 at 4% or $212,795 at 6%; with 50% employer match about $212,795 at 4% or $141,863 at 6%; with 100% employer match about $159,596 at 4% or $106,398 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-7$451,519$89,374$12,768iApproximate average salary by contribution assumption: employee only about $319,193 at 4% or $212,795 at 6%; with 50% employer match about $212,795 at 4% or $141,863 at 6%; with 100% employer match about $159,596 at 4% or $106,398 at 6%.
201016$378,175$90,652$15,109iApproximate average salary by contribution assumption: employee only about $377,717 at 4% or $251,811 at 6%; with 50% employer match about $251,811 at 4% or $167,874 at 6%; with 100% employer match about $188,858 at 4% or $125,906 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-6$378,175$90,652$15,109iApproximate average salary by contribution assumption: employee only about $377,717 at 4% or $251,811 at 6%; with 50% employer match about $251,811 at 4% or $167,874 at 6%; with 100% employer match about $188,858 at 4% or $125,906 at 6%.
200916$251,463$85,571$14,262iApproximate average salary by contribution assumption: employee only about $356,546 at 4% or $237,697 at 6%; with 50% employer match about $237,697 at 4% or $158,465 at 6%; with 100% employer match about $178,273 at 4% or $118,849 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-6$251,463$85,571$14,262iApproximate average salary by contribution assumption: employee only about $356,546 at 4% or $237,697 at 6%; with 50% employer match about $237,697 at 4% or $158,465 at 6%; with 100% employer match about $178,273 at 4% or $118,849 at 6%.
200816$118,238$94,125$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,458 at 6%; with 50% employer match about $261,458 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
Capital Financial Planning LLC 401(K) P/S Plan-6$118,238$94,125$15,688iApproximate average salary by contribution assumption: employee only about $392,188 at 4% or $261,458 at 6%; with 50% employer match about $261,458 at 4% or $174,306 at 6%; with 100% employer match about $196,094 at 4% or $130,729 at 6%.
200714$0$0-
Capital Financial Planning LLC 401(K) P/S Plan-4---