Capstone Insurance LLC
Plan context: Capstone Insurance LLC 401K Profit Sharing Plan and Trust
EIN 20-0948239 • Newton, MA • 4 filings • 2 plans
Current Snapshot
Latest Year
2015
2015 Participants
12
2015 Assets
$412,230
2015 Contributions
$113,957
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 |
|---|---|---|---|---|---|
| 2015 | 1 | 0 | $0 | $0 | - |
| Capstone Insurance LLC 401K Profit Sharing Plan and Trust | - | 0 | $0 | - | - |
| 2014 | 1 | 12 | $412,230 | $113,957 | $9,496iApproximate average salary by contribution assumption: employee only about $237,410 at 4% or $158,274 at 6%; with 50% employer match about $158,274 at 4% or $105,516 at 6%; with 100% employer match about $118,705 at 4% or $79,137 at 6%. |
| Capstone Insurance LLC 401K Profit Sharing Plan and Trust | - | 12 | $412,230 | $113,957 | $9,496iApproximate average salary by contribution assumption: employee only about $237,410 at 4% or $158,274 at 6%; with 50% employer match about $158,274 at 4% or $105,516 at 6%; with 100% employer match about $118,705 at 4% or $79,137 at 6%. |
| 2013 | 2 | 11 | $560,645 | $49,744 | $4,522iApproximate average salary by contribution assumption: employee only about $113,055 at 4% or $75,370 at 6%; with 50% employer match about $75,370 at 4% or $50,246 at 6%; with 100% employer match about $56,527 at 4% or $37,685 at 6%. |
| Capstone Insurance LLC 401K Profit Sharing Plan and Trust | - | 11 | $286,682 | $35,094 | $3,190iApproximate average salary by contribution assumption: employee only about $79,759 at 4% or $53,173 at 6%; with 50% employer match about $53,173 at 4% or $35,448 at 6%; with 100% employer match about $39,880 at 4% or $26,586 at 6%. |
| Capstone Insurance LLC 401K Profit Sharing Plan and Trust | - | 0 | $273,963 | $14,650 | - |