Civic Intelligence

Cappstone Inc.

Plan context: Cappstone Inc. 401(K) Plan

EIN 14-1895321 • San Francisco, CA • 13 filings • 2 plans

1699 Valencia StreetSan Francisco, CA 94110
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,541,259

2024 Contributions

$266,279

Historical Graphs

Total Assets Over Time

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

$4,541,259$2,270,630$0201220182024YearValue
$4,541,259Latest year 2024

Participants Over Time

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

58290201220182024YearValue
15Latest 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
2024115$4,541,259$266,279$17,752iApproximate average salary by contribution assumption: employee only about $443,798 at 4% or $295,866 at 6%; with 50% employer match about $295,866 at 4% or $197,244 at 6%; with 100% employer match about $221,899 at 4% or $147,933 at 6%.
Cappstone Inc. 401(K) Plan-15$4,541,259$266,279$17,752iApproximate average salary by contribution assumption: employee only about $443,798 at 4% or $295,866 at 6%; with 50% employer match about $295,866 at 4% or $197,244 at 6%; with 100% employer match about $221,899 at 4% or $147,933 at 6%.
2023116$3,621,250$235,490$14,718iApproximate average salary by contribution assumption: employee only about $367,953 at 4% or $245,302 at 6%; with 50% employer match about $245,302 at 4% or $163,535 at 6%; with 100% employer match about $183,977 at 4% or $122,651 at 6%.
Cappstone Inc. 401(K) Plan-16$3,621,250$235,490$14,718iApproximate average salary by contribution assumption: employee only about $367,953 at 4% or $245,302 at 6%; with 50% employer match about $245,302 at 4% or $163,535 at 6%; with 100% employer match about $183,977 at 4% or $122,651 at 6%.
2022116$2,721,816$262,279$16,392iApproximate average salary by contribution assumption: employee only about $409,811 at 4% or $273,207 at 6%; with 50% employer match about $273,207 at 4% or $182,138 at 6%; with 100% employer match about $204,905 at 4% or $136,604 at 6%.
Cappstone Inc. 401(K) Plan-16$2,721,816$262,279$16,392iApproximate average salary by contribution assumption: employee only about $409,811 at 4% or $273,207 at 6%; with 50% employer match about $273,207 at 4% or $182,138 at 6%; with 100% employer match about $204,905 at 4% or $136,604 at 6%.
2021118$3,425,351$288,393$16,022iApproximate average salary by contribution assumption: employee only about $400,546 at 4% or $267,031 at 6%; with 50% employer match about $267,031 at 4% or $178,020 at 6%; with 100% employer match about $200,273 at 4% or $133,515 at 6%.
Cappstone Inc. 401(K) Plan-18$3,425,351$288,393$16,022iApproximate average salary by contribution assumption: employee only about $400,546 at 4% or $267,031 at 6%; with 50% employer match about $267,031 at 4% or $178,020 at 6%; with 100% employer match about $200,273 at 4% or $133,515 at 6%.
2020112$2,631,070$218,855$18,238iApproximate average salary by contribution assumption: employee only about $455,948 at 4% or $303,965 at 6%; with 50% employer match about $303,965 at 4% or $202,644 at 6%; with 100% employer match about $227,974 at 4% or $151,983 at 6%.
Cappstone Inc. 401(K) Plan-12$2,631,070$218,855$18,238iApproximate average salary by contribution assumption: employee only about $455,948 at 4% or $303,965 at 6%; with 50% employer match about $303,965 at 4% or $202,644 at 6%; with 100% employer match about $227,974 at 4% or $151,983 at 6%.
2019147$2,023,321$234,976$4,999iApproximate average salary by contribution assumption: employee only about $124,987 at 4% or $83,325 at 6%; with 50% employer match about $83,325 at 4% or $55,550 at 6%; with 100% employer match about $62,494 at 4% or $41,662 at 6%.
Cappstone Inc. 401(K) Plan-47$2,023,321$234,976$4,999iApproximate average salary by contribution assumption: employee only about $124,987 at 4% or $83,325 at 6%; with 50% employer match about $83,325 at 4% or $55,550 at 6%; with 100% employer match about $62,494 at 4% or $41,662 at 6%.
2018158$1,406,053$218,546$3,768iApproximate average salary by contribution assumption: employee only about $94,201 at 4% or $62,801 at 6%; with 50% employer match about $62,801 at 4% or $41,867 at 6%; with 100% employer match about $47,100 at 4% or $31,400 at 6%.
Cappstone Inc. 401(K) Plan-58$1,406,053$218,546$3,768iApproximate average salary by contribution assumption: employee only about $94,201 at 4% or $62,801 at 6%; with 50% employer match about $62,801 at 4% or $41,867 at 6%; with 100% employer match about $47,100 at 4% or $31,400 at 6%.
2017116$1,289,687$174,231$10,889iApproximate average salary by contribution assumption: employee only about $272,236 at 4% or $181,491 at 6%; with 50% employer match about $181,491 at 4% or $120,994 at 6%; with 100% employer match about $136,118 at 4% or $90,745 at 6%.
Cappstone Inc. 401(K) Plan-16$1,289,687$174,231$10,889iApproximate average salary by contribution assumption: employee only about $272,236 at 4% or $181,491 at 6%; with 50% employer match about $181,491 at 4% or $120,994 at 6%; with 100% employer match about $136,118 at 4% or $90,745 at 6%.
2016113$934,006$134,721$10,363iApproximate average salary by contribution assumption: employee only about $259,079 at 4% or $172,719 at 6%; with 50% employer match about $172,719 at 4% or $115,146 at 6%; with 100% employer match about $129,539 at 4% or $86,360 at 6%.
Cappstone Inc. 401(K) Plan-13$934,006$134,721$10,363iApproximate average salary by contribution assumption: employee only about $259,079 at 4% or $172,719 at 6%; with 50% employer match about $172,719 at 4% or $115,146 at 6%; with 100% employer match about $129,539 at 4% or $86,360 at 6%.
2015112$721,673$119,625$9,969iApproximate average salary by contribution assumption: employee only about $249,219 at 4% or $166,146 at 6%; with 50% employer match about $166,146 at 4% or $110,764 at 6%; with 100% employer match about $124,609 at 4% or $83,073 at 6%.
Cappstone Inc. 401(K) Plan-12$721,673$119,625$9,969iApproximate average salary by contribution assumption: employee only about $249,219 at 4% or $166,146 at 6%; with 50% employer match about $166,146 at 4% or $110,764 at 6%; with 100% employer match about $124,609 at 4% or $83,073 at 6%.
2014110$611,327$122,133$12,213iApproximate average salary by contribution assumption: employee only about $305,333 at 4% or $203,555 at 6%; with 50% employer match about $203,555 at 4% or $135,703 at 6%; with 100% employer match about $152,666 at 4% or $101,778 at 6%.
Cappstone Inc. 401(K) Plan-10$611,327$122,133$12,213iApproximate average salary by contribution assumption: employee only about $305,333 at 4% or $203,555 at 6%; with 50% employer match about $203,555 at 4% or $135,703 at 6%; with 100% employer match about $152,666 at 4% or $101,778 at 6%.
201318$533,642$107,549$13,444iApproximate average salary by contribution assumption: employee only about $336,091 at 4% or $224,060 at 6%; with 50% employer match about $224,060 at 4% or $149,374 at 6%; with 100% employer match about $168,045 at 4% or $112,030 at 6%.
Cappstone Inc. 401(K) Plan-8$533,642$107,549$13,444iApproximate average salary by contribution assumption: employee only about $336,091 at 4% or $224,060 at 6%; with 50% employer match about $224,060 at 4% or $149,374 at 6%; with 100% employer match about $168,045 at 4% or $112,030 at 6%.
2012155$350,219$91,871$1,670iApproximate average salary by contribution assumption: employee only about $41,760 at 4% or $27,840 at 6%; with 50% employer match about $27,840 at 4% or $18,560 at 6%; with 100% employer match about $20,880 at 4% or $13,920 at 6%.
Cappstone Inc. 401(K) Plan-55$350,219$91,871$1,670iApproximate average salary by contribution assumption: employee only about $41,760 at 4% or $27,840 at 6%; with 50% employer match about $27,840 at 4% or $18,560 at 6%; with 100% employer match about $20,880 at 4% or $13,920 at 6%.