Civic Intelligence

Capitol Financial Solutions LLC

Plan context: Capitol Financial Solutions 401(K) Plan

EIN 20-1896791 • Raleigh, NC • 11 filings • 1 plans

8816 Six Forks Rd.Ste 301Raleigh, NC 27615
Current Snapshot

Latest Year

2025

2025 Participants

34

2025 Assets

$6,530,083

2025 Contributions

$525,466

Historical Graphs

Total Assets Over Time

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

$6,530,083$3,265,042$0201520202025YearValue
$6,530,083Latest year 2025

Participants Over Time

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

34170201520202025YearValue
34Latest year 2025

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
2025134$6,530,083$525,466$15,455iApproximate average salary by contribution assumption: employee only about $386,372 at 4% or $257,581 at 6%; with 50% employer match about $257,581 at 4% or $171,721 at 6%; with 100% employer match about $193,186 at 4% or $128,791 at 6%.
Capitol Financial Solutions 401(K) Plan-34$6,530,083$525,466$15,455iApproximate average salary by contribution assumption: employee only about $386,372 at 4% or $257,581 at 6%; with 50% employer match about $257,581 at 4% or $171,721 at 6%; with 100% employer match about $193,186 at 4% or $128,791 at 6%.
2024130$5,183,709$423,954$14,132iApproximate average salary by contribution assumption: employee only about $353,295 at 4% or $235,530 at 6%; with 50% employer match about $235,530 at 4% or $157,020 at 6%; with 100% employer match about $176,648 at 4% or $117,765 at 6%.
Capitol Financial Solutions 401(K) Plan-30$5,183,709$423,954$14,132iApproximate average salary by contribution assumption: employee only about $353,295 at 4% or $235,530 at 6%; with 50% employer match about $235,530 at 4% or $157,020 at 6%; with 100% employer match about $176,648 at 4% or $117,765 at 6%.
2023128$4,374,673$337,952$12,070iApproximate average salary by contribution assumption: employee only about $301,743 at 4% or $201,162 at 6%; with 50% employer match about $201,162 at 4% or $134,108 at 6%; with 100% employer match about $150,871 at 4% or $100,581 at 6%.
Capitol Financial Solutions 401(K) Plan-28$4,374,673$337,952$12,070iApproximate average salary by contribution assumption: employee only about $301,743 at 4% or $201,162 at 6%; with 50% employer match about $201,162 at 4% or $134,108 at 6%; with 100% employer match about $150,871 at 4% or $100,581 at 6%.
2022127$3,396,651$339,299$12,567iApproximate average salary by contribution assumption: employee only about $314,166 at 4% or $209,444 at 6%; with 50% employer match about $209,444 at 4% or $139,629 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
Capitol Financial Solutions 401(K) Plan-27$3,396,651$339,299$12,567iApproximate average salary by contribution assumption: employee only about $314,166 at 4% or $209,444 at 6%; with 50% employer match about $209,444 at 4% or $139,629 at 6%; with 100% employer match about $157,083 at 4% or $104,722 at 6%.
2021124$3,798,842$296,356$12,348iApproximate average salary by contribution assumption: employee only about $308,704 at 4% or $205,803 at 6%; with 50% employer match about $205,803 at 4% or $137,202 at 6%; with 100% employer match about $154,352 at 4% or $102,901 at 6%.
Capitol Financial Solutions 401(K) Plan-24$3,798,842$296,356$12,348iApproximate average salary by contribution assumption: employee only about $308,704 at 4% or $205,803 at 6%; with 50% employer match about $205,803 at 4% or $137,202 at 6%; with 100% employer match about $154,352 at 4% or $102,901 at 6%.
2020122$3,070,264$321,106$14,596iApproximate average salary by contribution assumption: employee only about $364,893 at 4% or $243,262 at 6%; with 50% employer match about $243,262 at 4% or $162,175 at 6%; with 100% employer match about $182,447 at 4% or $121,631 at 6%.
Capitol Financial Solutions 401(K) Plan-22$3,070,264$321,106$14,596iApproximate average salary by contribution assumption: employee only about $364,893 at 4% or $243,262 at 6%; with 50% employer match about $243,262 at 4% or $162,175 at 6%; with 100% employer match about $182,447 at 4% or $121,631 at 6%.
2019119$2,299,049$1,285,112$67,637iApproximate average salary by contribution assumption: employee only about $1,690,937 at 4% or $1,127,291 at 6%; with 50% employer match about $1,127,291 at 4% or $751,527 at 6%; with 100% employer match about $845,468 at 4% or $563,646 at 6%.
Capitol Financial Solutions 401(K) Plan-19$2,299,049$1,285,112$67,637iApproximate average salary by contribution assumption: employee only about $1,690,937 at 4% or $1,127,291 at 6%; with 50% employer match about $1,127,291 at 4% or $751,527 at 6%; with 100% employer match about $845,468 at 4% or $563,646 at 6%.
2018122$813,250$222,822$10,128iApproximate average salary by contribution assumption: employee only about $253,207 at 4% or $168,805 at 6%; with 50% employer match about $168,805 at 4% or $112,536 at 6%; with 100% employer match about $126,603 at 4% or $84,402 at 6%.
Capitol Financial Solutions 401(K) Plan-22$813,250$222,822$10,128iApproximate average salary by contribution assumption: employee only about $253,207 at 4% or $168,805 at 6%; with 50% employer match about $168,805 at 4% or $112,536 at 6%; with 100% employer match about $126,603 at 4% or $84,402 at 6%.
2017122$677,049$219,291$9,968iApproximate average salary by contribution assumption: employee only about $249,194 at 4% or $166,130 at 6%; with 50% employer match about $166,130 at 4% or $110,753 at 6%; with 100% employer match about $124,597 at 4% or $83,065 at 6%.
Capitol Financial Solutions 401(K) Plan-22$677,049$219,291$9,968iApproximate average salary by contribution assumption: employee only about $249,194 at 4% or $166,130 at 6%; with 50% employer match about $166,130 at 4% or $110,753 at 6%; with 100% employer match about $124,597 at 4% or $83,065 at 6%.
2016119$370,129$191,864$10,098iApproximate average salary by contribution assumption: employee only about $252,453 at 4% or $168,302 at 6%; with 50% employer match about $168,302 at 4% or $112,201 at 6%; with 100% employer match about $126,226 at 4% or $84,151 at 6%.
Capitol Financial Solutions 401(K) Plan-19$370,129$191,864$10,098iApproximate average salary by contribution assumption: employee only about $252,453 at 4% or $168,302 at 6%; with 50% employer match about $168,302 at 4% or $112,201 at 6%; with 100% employer match about $126,226 at 4% or $84,151 at 6%.
2015120$192,001$200,035$10,002iApproximate average salary by contribution assumption: employee only about $250,044 at 4% or $166,696 at 6%; with 50% employer match about $166,696 at 4% or $111,131 at 6%; with 100% employer match about $125,022 at 4% or $83,348 at 6%.
Capitol Financial Solutions 401(K) Plan-20$192,001$200,035$10,002iApproximate average salary by contribution assumption: employee only about $250,044 at 4% or $166,696 at 6%; with 50% employer match about $166,696 at 4% or $111,131 at 6%; with 100% employer match about $125,022 at 4% or $83,348 at 6%.