CAPITAL PARTNERS MANAGEMENT, LLC
Plan context: CAPITAL PARTNERS MANAGEMENT 401(K) PLAN
EIN 06-1830050 • Austin, TX • 22 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
88
2025 Assets
$12,886,885
2025 Contributions
$1,275,542
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 88 | $12,886,885 | $1,275,542 | $14,495iApproximate average salary by contribution assumption: employee only about $362,370 at 4% or $241,580 at 6%; with 50% employer match about $241,580 at 4% or $161,053 at 6%; with 100% employer match about $181,185 at 4% or $120,790 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 88 | $12,886,885 | $1,275,542 | $14,495iApproximate average salary by contribution assumption: employee only about $362,370 at 4% or $241,580 at 6%; with 50% employer match about $241,580 at 4% or $161,053 at 6%; with 100% employer match about $181,185 at 4% or $120,790 at 6%. |
| 2024 | 1 | 83 | $10,580,326 | $2,253,605 | $27,152iApproximate average salary by contribution assumption: employee only about $678,797 at 4% or $452,531 at 6%; with 50% employer match about $452,531 at 4% or $301,687 at 6%; with 100% employer match about $339,398 at 4% or $226,266 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 83 | $10,580,326 | $2,253,605 | $27,152iApproximate average salary by contribution assumption: employee only about $678,797 at 4% or $452,531 at 6%; with 50% employer match about $452,531 at 4% or $301,687 at 6%; with 100% employer match about $339,398 at 4% or $226,266 at 6%. |
| 2023 | 2 | 77 | $8,684,710 | $2,413,328 | $31,342iApproximate average salary by contribution assumption: employee only about $783,548 at 4% or $522,365 at 6%; with 50% employer match about $522,365 at 4% or $348,244 at 6%; with 100% employer match about $391,774 at 4% or $261,183 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 77 | $8,684,710 | $2,413,328 | $31,342iApproximate average salary by contribution assumption: employee only about $783,548 at 4% or $522,365 at 6%; with 50% employer match about $522,365 at 4% or $348,244 at 6%; with 100% employer match about $391,774 at 4% or $261,183 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 0 | $0 | $0 | - |
| 2022 | 2 | 63 | $6,471,234 | $1,344,895 | $21,348iApproximate average salary by contribution assumption: employee only about $533,688 at 4% or $355,792 at 6%; with 50% employer match about $355,792 at 4% or $237,195 at 6%; with 100% employer match about $266,844 at 4% or $177,896 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 63 | $5,346,921 | $921,665 | $14,630iApproximate average salary by contribution assumption: employee only about $365,740 at 4% or $243,827 at 6%; with 50% employer match about $243,827 at 4% or $162,551 at 6%; with 100% employer match about $182,870 at 4% or $121,913 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 59 | $1,124,313 | $423,230 | $7,173iApproximate average salary by contribution assumption: employee only about $179,335 at 4% or $119,556 at 6%; with 50% employer match about $119,556 at 4% or $79,704 at 6%; with 100% employer match about $89,667 at 4% or $59,778 at 6%. |
| 2021 | 2 | 51 | $6,667,003 | $856,963 | $16,803iApproximate average salary by contribution assumption: employee only about $420,080 at 4% or $280,053 at 6%; with 50% employer match about $280,053 at 4% or $186,702 at 6%; with 100% employer match about $210,040 at 4% or $140,027 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 51 | $5,852,849 | $856,963 | $16,803iApproximate average salary by contribution assumption: employee only about $420,080 at 4% or $280,053 at 6%; with 50% employer match about $280,053 at 4% or $186,702 at 6%; with 100% employer match about $210,040 at 4% or $140,027 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 39 | $814,154 | $0 | - |
| 2020 | 2 | 38 | $5,090,500 | $1,024,251 | $26,954iApproximate average salary by contribution assumption: employee only about $673,849 at 4% or $449,233 at 6%; with 50% employer match about $449,233 at 4% or $299,489 at 6%; with 100% employer match about $336,925 at 4% or $224,616 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 38 | $4,292,992 | $888,151 | $23,372iApproximate average salary by contribution assumption: employee only about $584,310 at 4% or $389,540 at 6%; with 50% employer match about $389,540 at 4% or $259,693 at 6%; with 100% employer match about $292,155 at 4% or $194,770 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 37 | $797,508 | $136,100 | $3,678iApproximate average salary by contribution assumption: employee only about $91,959 at 4% or $61,306 at 6%; with 50% employer match about $61,306 at 4% or $40,871 at 6%; with 100% employer match about $45,980 at 4% or $30,653 at 6%. |
| 2019 | 2 | 35 | $3,698,675 | $691,545 | $19,758iApproximate average salary by contribution assumption: employee only about $493,961 at 4% or $329,307 at 6%; with 50% employer match about $329,307 at 4% or $219,538 at 6%; with 100% employer match about $246,980 at 4% or $164,654 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 35 | $3,083,804 | $566,868 | $16,196iApproximate average salary by contribution assumption: employee only about $404,906 at 4% or $269,937 at 6%; with 50% employer match about $269,937 at 4% or $179,958 at 6%; with 100% employer match about $202,453 at 4% or $134,969 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 29 | $614,871 | $124,677 | $4,299iApproximate average salary by contribution assumption: employee only about $107,480 at 4% or $71,653 at 6%; with 50% employer match about $71,653 at 4% or $47,769 at 6%; with 100% employer match about $53,740 at 4% or $35,827 at 6%. |
| 2018 | 2 | 28 | $2,475,431 | $579,133 | $20,683iApproximate average salary by contribution assumption: employee only about $517,083 at 4% or $344,722 at 6%; with 50% employer match about $344,722 at 4% or $229,815 at 6%; with 100% employer match about $258,542 at 4% or $172,361 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 28 | $2,017,842 | $456,939 | $16,319iApproximate average salary by contribution assumption: employee only about $407,981 at 4% or $271,988 at 6%; with 50% employer match about $271,988 at 4% or $181,325 at 6%; with 100% employer match about $203,991 at 4% or $135,994 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 22 | $457,589 | $122,194 | $5,554iApproximate average salary by contribution assumption: employee only about $138,857 at 4% or $92,571 at 6%; with 50% employer match about $92,571 at 4% or $61,714 at 6%; with 100% employer match about $69,428 at 4% or $46,286 at 6%. |
| 2017 | 2 | 20 | $2,134,719 | $571,975 | $28,599iApproximate average salary by contribution assumption: employee only about $714,969 at 4% or $476,646 at 6%; with 50% employer match about $476,646 at 4% or $317,764 at 6%; with 100% employer match about $357,484 at 4% or $238,323 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 20 | $1,790,998 | $460,084 | $23,004iApproximate average salary by contribution assumption: employee only about $575,105 at 4% or $383,403 at 6%; with 50% employer match about $383,403 at 4% or $255,602 at 6%; with 100% employer match about $287,553 at 4% or $191,702 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 16 | $343,721 | $111,891 | $6,993iApproximate average salary by contribution assumption: employee only about $174,830 at 4% or $116,553 at 6%; with 50% employer match about $116,553 at 4% or $77,702 at 6%; with 100% employer match about $87,415 at 4% or $58,277 at 6%. |
| 2016 | 2 | 16 | $1,329,167 | $449,964 | $28,123iApproximate average salary by contribution assumption: employee only about $703,069 at 4% or $468,713 at 6%; with 50% employer match about $468,713 at 4% or $312,475 at 6%; with 100% employer match about $351,534 at 4% or $234,356 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 16 | $1,112,821 | $338,593 | $21,162iApproximate average salary by contribution assumption: employee only about $529,052 at 4% or $352,701 at 6%; with 50% employer match about $352,701 at 4% or $235,134 at 6%; with 100% employer match about $264,526 at 4% or $176,351 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 13 | $216,346 | $111,371 | $8,567iApproximate average salary by contribution assumption: employee only about $214,175 at 4% or $142,783 at 6%; with 50% employer match about $142,783 at 4% or $95,189 at 6%; with 100% employer match about $107,088 at 4% or $71,392 at 6%. |
| 2015 | 2 | 16 | $805,766 | $382,135 | $23,883iApproximate average salary by contribution assumption: employee only about $597,086 at 4% or $398,057 at 6%; with 50% employer match about $398,057 at 4% or $265,372 at 6%; with 100% employer match about $298,543 at 4% or $199,029 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 16 | $706,297 | $282,135 | $17,633iApproximate average salary by contribution assumption: employee only about $440,836 at 4% or $293,891 at 6%; with 50% employer match about $293,891 at 4% or $195,927 at 6%; with 100% employer match about $220,418 at 4% or $146,945 at 6%. |
| CAPITAL PARTNERS MANAGEMENT, LLC CASH BALANCE PLAN | - | 9 | $99,469 | $100,000 | $11,111iApproximate average salary by contribution assumption: employee only about $277,778 at 4% or $185,185 at 6%; with 50% employer match about $185,185 at 4% or $123,457 at 6%; with 100% employer match about $138,889 at 4% or $92,593 at 6%. |
| 2014 | 1 | 14 | $548,556 | $140,152 | $10,011iApproximate average salary by contribution assumption: employee only about $250,271 at 4% or $166,848 at 6%; with 50% employer match about $166,848 at 4% or $111,232 at 6%; with 100% employer match about $125,136 at 4% or $83,424 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 14 | $548,556 | $140,152 | $10,011iApproximate average salary by contribution assumption: employee only about $250,271 at 4% or $166,848 at 6%; with 50% employer match about $166,848 at 4% or $111,232 at 6%; with 100% employer match about $125,136 at 4% or $83,424 at 6%. |
| 2013 | 1 | 13 | $416,616 | $25,948 | $1,996iApproximate average salary by contribution assumption: employee only about $49,900 at 4% or $33,267 at 6%; with 50% employer match about $33,267 at 4% or $22,178 at 6%; with 100% employer match about $24,950 at 4% or $16,633 at 6%. |
| CAPITAL PARTNERS MANAGEMENT 401(K) PLAN | - | 13 | $416,616 | $25,948 | $1,996iApproximate average salary by contribution assumption: employee only about $49,900 at 4% or $33,267 at 6%; with 50% employer match about $33,267 at 4% or $22,178 at 6%; with 100% employer match about $24,950 at 4% or $16,633 at 6%. |