Civic Intelligence

Paul Capital Advisors LLC

Plan context: Paul Capital Advisors LLC Savings and Investment Plan

EIN 20-0846452 • San Francisco, CA • 14 filings • 1 plans

50 California StreetSuite # 3000San Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$13,159,863

2024 Contributions

$214,309

Historical Graphs

Total Assets Over Time

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

$13,159,863$6,579,932$0201120182024YearValue
$13,159,863Latest year 2024

Participants Over Time

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

57290201120182024YearValue
7Latest 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
202417$13,159,863$214,309$30,616iApproximate average salary by contribution assumption: employee only about $765,389 at 4% or $510,260 at 6%; with 50% employer match about $510,260 at 4% or $340,173 at 6%; with 100% employer match about $382,695 at 4% or $255,130 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-7$13,159,863$214,309$30,616iApproximate average salary by contribution assumption: employee only about $765,389 at 4% or $510,260 at 6%; with 50% employer match about $510,260 at 4% or $340,173 at 6%; with 100% employer match about $382,695 at 4% or $255,130 at 6%.
202317$12,015,007$212,724$30,389iApproximate average salary by contribution assumption: employee only about $759,729 at 4% or $506,486 at 6%; with 50% employer match about $506,486 at 4% or $337,657 at 6%; with 100% employer match about $379,864 at 4% or $253,243 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-7$12,015,007$212,724$30,389iApproximate average salary by contribution assumption: employee only about $759,729 at 4% or $506,486 at 6%; with 50% employer match about $506,486 at 4% or $337,657 at 6%; with 100% employer match about $379,864 at 4% or $253,243 at 6%.
202217$9,896,294$193,319$27,617iApproximate average salary by contribution assumption: employee only about $690,425 at 4% or $460,283 at 6%; with 50% employer match about $460,283 at 4% or $306,856 at 6%; with 100% employer match about $345,213 at 4% or $230,142 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-7$9,896,294$193,319$27,617iApproximate average salary by contribution assumption: employee only about $690,425 at 4% or $460,283 at 6%; with 50% employer match about $460,283 at 4% or $306,856 at 6%; with 100% employer match about $345,213 at 4% or $230,142 at 6%.
202117$12,267,362$190,075$27,154iApproximate average salary by contribution assumption: employee only about $678,839 at 4% or $452,560 at 6%; with 50% employer match about $452,560 at 4% or $301,706 at 6%; with 100% employer match about $339,420 at 4% or $226,280 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-7$12,267,362$190,075$27,154iApproximate average salary by contribution assumption: employee only about $678,839 at 4% or $452,560 at 6%; with 50% employer match about $452,560 at 4% or $301,706 at 6%; with 100% employer match about $339,420 at 4% or $226,280 at 6%.
202017$11,728,510$194,530$27,790iApproximate average salary by contribution assumption: employee only about $694,750 at 4% or $463,167 at 6%; with 50% employer match about $463,167 at 4% or $308,778 at 6%; with 100% employer match about $347,375 at 4% or $231,583 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-7$11,728,510$194,530$27,790iApproximate average salary by contribution assumption: employee only about $694,750 at 4% or $463,167 at 6%; with 50% employer match about $463,167 at 4% or $308,778 at 6%; with 100% employer match about $347,375 at 4% or $231,583 at 6%.
201917$9,959,338$210,326$30,047iApproximate average salary by contribution assumption: employee only about $751,164 at 4% or $500,776 at 6%; with 50% employer match about $500,776 at 4% or $333,851 at 6%; with 100% employer match about $375,582 at 4% or $250,388 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-7$9,959,338$210,326$30,047iApproximate average salary by contribution assumption: employee only about $751,164 at 4% or $500,776 at 6%; with 50% employer match about $500,776 at 4% or $333,851 at 6%; with 100% employer match about $375,582 at 4% or $250,388 at 6%.
201819$8,059,533$234,303$26,034iApproximate average salary by contribution assumption: employee only about $650,842 at 4% or $433,894 at 6%; with 50% employer match about $433,894 at 4% or $289,263 at 6%; with 100% employer match about $325,421 at 4% or $216,947 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-9$8,059,533$234,303$26,034iApproximate average salary by contribution assumption: employee only about $650,842 at 4% or $433,894 at 6%; with 50% employer match about $433,894 at 4% or $289,263 at 6%; with 100% employer match about $325,421 at 4% or $216,947 at 6%.
2017111$9,978,850$244,391$22,217iApproximate average salary by contribution assumption: employee only about $555,434 at 4% or $370,289 at 6%; with 50% employer match about $370,289 at 4% or $246,860 at 6%; with 100% employer match about $277,717 at 4% or $185,145 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-11$9,978,850$244,391$22,217iApproximate average salary by contribution assumption: employee only about $555,434 at 4% or $370,289 at 6%; with 50% employer match about $370,289 at 4% or $246,860 at 6%; with 100% employer match about $277,717 at 4% or $185,145 at 6%.
2016111$8,800,314$227,963$20,724iApproximate average salary by contribution assumption: employee only about $518,098 at 4% or $345,398 at 6%; with 50% employer match about $345,398 at 4% or $230,266 at 6%; with 100% employer match about $259,049 at 4% or $172,699 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-11$8,800,314$227,963$20,724iApproximate average salary by contribution assumption: employee only about $518,098 at 4% or $345,398 at 6%; with 50% employer match about $345,398 at 4% or $230,266 at 6%; with 100% employer match about $259,049 at 4% or $172,699 at 6%.
2015111$8,049,482$309,649$28,150iApproximate average salary by contribution assumption: employee only about $703,748 at 4% or $469,165 at 6%; with 50% employer match about $469,165 at 4% or $312,777 at 6%; with 100% employer match about $351,874 at 4% or $234,583 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-11$8,049,482$309,649$28,150iApproximate average salary by contribution assumption: employee only about $703,748 at 4% or $469,165 at 6%; with 50% employer match about $469,165 at 4% or $312,777 at 6%; with 100% employer match about $351,874 at 4% or $234,583 at 6%.
2014118$8,657,043$525,576$29,199iApproximate average salary by contribution assumption: employee only about $729,967 at 4% or $486,644 at 6%; with 50% employer match about $486,644 at 4% or $324,430 at 6%; with 100% employer match about $364,983 at 4% or $243,322 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-18$8,657,043$525,576$29,199iApproximate average salary by contribution assumption: employee only about $729,967 at 4% or $486,644 at 6%; with 50% employer match about $486,644 at 4% or $324,430 at 6%; with 100% employer match about $364,983 at 4% or $243,322 at 6%.
2013129$8,727,705$768,888$26,513iApproximate average salary by contribution assumption: employee only about $662,834 at 4% or $441,890 at 6%; with 50% employer match about $441,890 at 4% or $294,593 at 6%; with 100% employer match about $331,417 at 4% or $220,945 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-29$8,727,705$768,888$26,513iApproximate average salary by contribution assumption: employee only about $662,834 at 4% or $441,890 at 6%; with 50% employer match about $441,890 at 4% or $294,593 at 6%; with 100% employer match about $331,417 at 4% or $220,945 at 6%.
2012151$8,629,479$942,915$18,489iApproximate average salary by contribution assumption: employee only about $462,213 at 4% or $308,142 at 6%; with 50% employer match about $308,142 at 4% or $205,428 at 6%; with 100% employer match about $231,107 at 4% or $154,071 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-51$8,629,479$942,915$18,489iApproximate average salary by contribution assumption: employee only about $462,213 at 4% or $308,142 at 6%; with 50% employer match about $308,142 at 4% or $205,428 at 6%; with 100% employer match about $231,107 at 4% or $154,071 at 6%.
2011157$7,116,923$1,113,687$19,538iApproximate average salary by contribution assumption: employee only about $488,459 at 4% or $325,639 at 6%; with 50% employer match about $325,639 at 4% or $217,093 at 6%; with 100% employer match about $244,230 at 4% or $162,820 at 6%.
Paul Capital Advisors LLC Savings and Investment Plan-57$7,116,923$1,113,687$19,538iApproximate average salary by contribution assumption: employee only about $488,459 at 4% or $325,639 at 6%; with 50% employer match about $325,639 at 4% or $217,093 at 6%; with 100% employer match about $244,230 at 4% or $162,820 at 6%.