Civic Intelligence

Capitol Strategies Group LLC

Plan context: Capitol Strategies Group Cash Balance Plan

EIN 06-1606767 • Hartford, CT • 31 filings • 2 plans

The Webster Memorial Building36 Trumbull StreetHartford, CT 06103
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$7,721,754

2024 Contributions

$389,137

Historical Graphs

Total Assets Over Time

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

$7,721,754$3,860,877$0200520152024YearValue
$7,721,754Latest year 2024

Participants Over Time

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

420200520152024YearValue
4Latest 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
202424$7,721,754$389,137$97,284iApproximate average salary by contribution assumption: employee only about $2,432,106 at 4% or $1,621,404 at 6%; with 50% employer match about $1,621,404 at 4% or $1,080,936 at 6%; with 100% employer match about $1,216,053 at 4% or $810,702 at 6%.
Capitol Strategies Group Cash Balance Plan-2$4,662,843$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
Capitol Strategies Group Profit Sharing Plan-4$3,058,911$44,137$11,034iApproximate average salary by contribution assumption: employee only about $275,856 at 4% or $183,904 at 6%; with 50% employer match about $183,904 at 4% or $122,603 at 6%; with 100% employer match about $137,928 at 4% or $91,952 at 6%.
202324$6,521,554$386,039$96,510iApproximate average salary by contribution assumption: employee only about $2,412,744 at 4% or $1,608,496 at 6%; with 50% employer match about $1,608,496 at 4% or $1,072,331 at 6%; with 100% employer match about $1,206,372 at 4% or $804,248 at 6%.
Capitol Strategies Group Cash Balance Plan-2$3,868,689$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
Capitol Strategies Group Profit Sharing Plan-4$2,652,865$41,039$10,260iApproximate average salary by contribution assumption: employee only about $256,494 at 4% or $170,996 at 6%; with 50% employer match about $170,996 at 4% or $113,997 at 6%; with 100% employer match about $128,247 at 4% or $85,498 at 6%.
202224$5,554,597$385,133$96,283iApproximate average salary by contribution assumption: employee only about $2,407,081 at 4% or $1,604,721 at 6%; with 50% employer match about $1,604,721 at 4% or $1,069,814 at 6%; with 100% employer match about $1,203,541 at 4% or $802,360 at 6%.
Capitol Strategies Group Cash Balance Plan-2$3,144,766$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
Capitol Strategies Group Profit Sharing Plan-4$2,409,831$40,133$10,033iApproximate average salary by contribution assumption: employee only about $250,831 at 4% or $167,221 at 6%; with 50% employer match about $167,221 at 4% or $111,481 at 6%; with 100% employer match about $125,416 at 4% or $83,610 at 6%.
202124$5,910,324$388,942$97,236iApproximate average salary by contribution assumption: employee only about $2,430,888 at 4% or $1,620,592 at 6%; with 50% employer match about $1,620,592 at 4% or $1,080,394 at 6%; with 100% employer match about $1,215,444 at 4% or $810,296 at 6%.
Capitol Strategies Group Cash Balance Plan-2$3,101,650$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
Capitol Strategies Group Profit Sharing Plan-4$2,808,674$43,942$10,986iApproximate average salary by contribution assumption: employee only about $274,638 at 4% or $183,092 at 6%; with 50% employer match about $183,092 at 4% or $122,061 at 6%; with 100% employer match about $137,319 at 4% or $91,546 at 6%.
202023$4,731,778$381,300$127,100iApproximate average salary by contribution assumption: employee only about $3,177,500 at 4% or $2,118,333 at 6%; with 50% employer match about $2,118,333 at 4% or $1,412,222 at 6%; with 100% employer match about $1,588,750 at 4% or $1,059,167 at 6%.
Capitol Strategies Group Cash Balance Plan-2$2,434,832$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$2,296,946$36,300$12,100iApproximate average salary by contribution assumption: employee only about $302,500 at 4% or $201,667 at 6%; with 50% employer match about $201,667 at 4% or $134,444 at 6%; with 100% employer match about $151,250 at 4% or $100,833 at 6%.
201923$3,986,755$383,700$127,900iApproximate average salary by contribution assumption: employee only about $3,197,500 at 4% or $2,131,667 at 6%; with 50% employer match about $2,131,667 at 4% or $1,421,111 at 6%; with 100% employer match about $1,598,750 at 4% or $1,065,833 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$2,016,598$38,700$12,900iApproximate average salary by contribution assumption: employee only about $322,500 at 4% or $215,000 at 6%; with 50% employer match about $215,000 at 4% or $143,333 at 6%; with 100% employer match about $161,250 at 4% or $107,500 at 6%.
Capitol Strategies Group Cash Balance Plan-2$1,970,157$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
201823$3,129,494$382,800$127,600iApproximate average salary by contribution assumption: employee only about $3,190,000 at 4% or $2,126,667 at 6%; with 50% employer match about $2,126,667 at 4% or $1,417,778 at 6%; with 100% employer match about $1,595,000 at 4% or $1,063,333 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$1,607,119$37,800$12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%.
Capitol Strategies Group Cash Balance Plan-2$1,522,375$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
201723$2,878,966$384,000$128,000iApproximate average salary by contribution assumption: employee only about $3,200,000 at 4% or $2,133,333 at 6%; with 50% employer match about $2,133,333 at 4% or $1,422,222 at 6%; with 100% employer match about $1,600,000 at 4% or $1,066,667 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$1,691,715$39,000$13,000iApproximate average salary by contribution assumption: employee only about $325,000 at 4% or $216,667 at 6%; with 50% employer match about $216,667 at 4% or $144,444 at 6%; with 100% employer match about $162,500 at 4% or $108,333 at 6%.
Capitol Strategies Group Cash Balance Plan-2$1,187,251$345,000$172,500iApproximate average salary by contribution assumption: employee only about $4,312,500 at 4% or $2,875,000 at 6%; with 50% employer match about $2,875,000 at 4% or $1,916,667 at 6%; with 100% employer match about $2,156,250 at 4% or $1,437,500 at 6%.
201623$2,260,598$311,480$103,827iApproximate average salary by contribution assumption: employee only about $2,595,667 at 4% or $1,730,444 at 6%; with 50% employer match about $1,730,444 at 4% or $1,153,630 at 6%; with 100% employer match about $1,297,833 at 4% or $865,222 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$1,425,010$36,480$12,160iApproximate average salary by contribution assumption: employee only about $304,000 at 4% or $202,667 at 6%; with 50% employer match about $202,667 at 4% or $135,111 at 6%; with 100% employer match about $152,000 at 4% or $101,333 at 6%.
Capitol Strategies Group Cash Balance Plan-2$835,588$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
201523$1,816,671$310,538$103,513iApproximate average salary by contribution assumption: employee only about $2,587,817 at 4% or $1,725,211 at 6%; with 50% employer match about $1,725,211 at 4% or $1,150,141 at 6%; with 100% employer match about $1,293,908 at 4% or $862,606 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$1,256,212$35,538$11,846iApproximate average salary by contribution assumption: employee only about $296,150 at 4% or $197,433 at 6%; with 50% employer match about $197,433 at 4% or $131,622 at 6%; with 100% employer match about $148,075 at 4% or $98,717 at 6%.
Capitol Strategies Group Cash Balance Plan-2$560,459$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
201423$1,552,469$321,435$107,145iApproximate average salary by contribution assumption: employee only about $2,678,625 at 4% or $1,785,750 at 6%; with 50% employer match about $1,785,750 at 4% or $1,190,500 at 6%; with 100% employer match about $1,339,313 at 4% or $892,875 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$1,267,034$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Capitol Strategies Group Cash Balance Plan-2$285,435$285,435$142,718iApproximate average salary by contribution assumption: employee only about $3,567,938 at 4% or $2,378,625 at 6%; with 50% employer match about $2,378,625 at 4% or $1,585,750 at 6%; with 100% employer match about $1,783,969 at 4% or $1,189,313 at 6%.
201313$1,170,489$107,566$35,855iApproximate average salary by contribution assumption: employee only about $896,383 at 4% or $597,589 at 6%; with 50% employer match about $597,589 at 4% or $398,393 at 6%; with 100% employer match about $448,192 at 4% or $298,794 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$1,170,489$107,566$35,855iApproximate average salary by contribution assumption: employee only about $896,383 at 4% or $597,589 at 6%; with 50% employer match about $597,589 at 4% or $398,393 at 6%; with 100% employer match about $448,192 at 4% or $298,794 at 6%.
201213$882,823$105,582$35,194iApproximate average salary by contribution assumption: employee only about $879,850 at 4% or $586,567 at 6%; with 50% employer match about $586,567 at 4% or $391,044 at 6%; with 100% employer match about $439,925 at 4% or $293,283 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$882,823$105,582$35,194iApproximate average salary by contribution assumption: employee only about $879,850 at 4% or $586,567 at 6%; with 50% employer match about $586,567 at 4% or $391,044 at 6%; with 100% employer match about $439,925 at 4% or $293,283 at 6%.
201113$691,001$103,612$34,537iApproximate average salary by contribution assumption: employee only about $863,433 at 4% or $575,622 at 6%; with 50% employer match about $575,622 at 4% or $383,748 at 6%; with 100% employer match about $431,717 at 4% or $287,811 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$691,001$103,612$34,537iApproximate average salary by contribution assumption: employee only about $863,433 at 4% or $575,622 at 6%; with 50% employer match about $575,622 at 4% or $383,748 at 6%; with 100% employer match about $431,717 at 4% or $287,811 at 6%.
201013$605,456$103,468$34,489iApproximate average salary by contribution assumption: employee only about $862,233 at 4% or $574,822 at 6%; with 50% employer match about $574,822 at 4% or $383,215 at 6%; with 100% employer match about $431,117 at 4% or $287,411 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$605,456$103,468$34,489iApproximate average salary by contribution assumption: employee only about $862,233 at 4% or $574,822 at 6%; with 50% employer match about $574,822 at 4% or $383,215 at 6%; with 100% employer match about $431,117 at 4% or $287,411 at 6%.
200913$448,214$103,225$34,408iApproximate average salary by contribution assumption: employee only about $860,208 at 4% or $573,472 at 6%; with 50% employer match about $573,472 at 4% or $382,315 at 6%; with 100% employer match about $430,104 at 4% or $286,736 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$448,214$103,225$34,408iApproximate average salary by contribution assumption: employee only about $860,208 at 4% or $573,472 at 6%; with 50% employer match about $573,472 at 4% or $382,315 at 6%; with 100% employer match about $430,104 at 4% or $286,736 at 6%.
200813$284,301$96,104$32,035iApproximate average salary by contribution assumption: employee only about $800,867 at 4% or $533,911 at 6%; with 50% employer match about $533,911 at 4% or $355,941 at 6%; with 100% employer match about $400,433 at 4% or $266,956 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$284,301$96,104$32,035iApproximate average salary by contribution assumption: employee only about $800,867 at 4% or $533,911 at 6%; with 50% employer match about $533,911 at 4% or $355,941 at 6%; with 100% employer match about $400,433 at 4% or $266,956 at 6%.
200713$294,442$93,400$31,133iApproximate average salary by contribution assumption: employee only about $778,333 at 4% or $518,889 at 6%; with 50% employer match about $518,889 at 4% or $345,926 at 6%; with 100% employer match about $389,167 at 4% or $259,444 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$294,442$93,400$31,133iApproximate average salary by contribution assumption: employee only about $778,333 at 4% or $518,889 at 6%; with 50% employer match about $518,889 at 4% or $345,926 at 6%; with 100% employer match about $389,167 at 4% or $259,444 at 6%.
200613$186,629$91,225$30,408iApproximate average salary by contribution assumption: employee only about $760,208 at 4% or $506,806 at 6%; with 50% employer match about $506,806 at 4% or $337,870 at 6%; with 100% employer match about $380,104 at 4% or $253,403 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$186,629$91,225$30,408iApproximate average salary by contribution assumption: employee only about $760,208 at 4% or $506,806 at 6%; with 50% employer match about $506,806 at 4% or $337,870 at 6%; with 100% employer match about $380,104 at 4% or $253,403 at 6%.
200513$87,094$87,094$29,031iApproximate average salary by contribution assumption: employee only about $725,783 at 4% or $483,856 at 6%; with 50% employer match about $483,856 at 4% or $322,570 at 6%; with 100% employer match about $362,892 at 4% or $241,928 at 6%.
Capitol Strategies Group Profit Sharing Plan-3$87,094$87,094$29,031iApproximate average salary by contribution assumption: employee only about $725,783 at 4% or $483,856 at 6%; with 50% employer match about $483,856 at 4% or $322,570 at 6%; with 100% employer match about $362,892 at 4% or $241,928 at 6%.