Civic Intelligence

Well Done LLC DBA Captrust Financial Advisors

Plan context: Captrust Financial Advisors 401(K) Plan

EIN 20-2061505 • Holland, MI • 16 filings • 2 plans

85 East 8th Street, Suite 150Holland, MI 49423-3528
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$7,789,987

2024 Contributions

$653,909

Historical Graphs

Total Assets Over Time

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

$8,807,839$4,403,920$0200920172024YearValue
$7,789,987Latest year 2024

Participants Over Time

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

23120200920172024YearValue
23Latest 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
2024123$7,789,987$653,909$28,431iApproximate average salary by contribution assumption: employee only about $710,771 at 4% or $473,847 at 6%; with 50% employer match about $473,847 at 4% or $315,898 at 6%; with 100% employer match about $355,385 at 4% or $236,924 at 6%.
Captrust Financial Advisors 401(K) Plan-23$7,789,987$653,909$28,431iApproximate average salary by contribution assumption: employee only about $710,771 at 4% or $473,847 at 6%; with 50% employer match about $473,847 at 4% or $315,898 at 6%; with 100% employer match about $355,385 at 4% or $236,924 at 6%.
2023123$6,523,535$585,839$25,471iApproximate average salary by contribution assumption: employee only about $636,782 at 4% or $424,521 at 6%; with 50% employer match about $424,521 at 4% or $283,014 at 6%; with 100% employer match about $318,391 at 4% or $212,261 at 6%.
Captrust Financial Advisors 401(K) Plan-23$6,523,535$585,839$25,471iApproximate average salary by contribution assumption: employee only about $636,782 at 4% or $424,521 at 6%; with 50% employer match about $424,521 at 4% or $283,014 at 6%; with 100% employer match about $318,391 at 4% or $212,261 at 6%.
2022121$7,715,269$565,945$26,950iApproximate average salary by contribution assumption: employee only about $673,744 at 4% or $449,163 at 6%; with 50% employer match about $449,163 at 4% or $299,442 at 6%; with 100% employer match about $336,872 at 4% or $224,581 at 6%.
Captrust Financial Advisors 401(K) Plan-21$7,715,269$565,945$26,950iApproximate average salary by contribution assumption: employee only about $673,744 at 4% or $449,163 at 6%; with 50% employer match about $449,163 at 4% or $299,442 at 6%; with 100% employer match about $336,872 at 4% or $224,581 at 6%.
2021121$8,807,839$531,244$25,297iApproximate average salary by contribution assumption: employee only about $632,433 at 4% or $421,622 at 6%; with 50% employer match about $421,622 at 4% or $281,081 at 6%; with 100% employer match about $316,217 at 4% or $210,811 at 6%.
Captrust Financial Advisors 401(K) Plan-21$8,807,839$531,244$25,297iApproximate average salary by contribution assumption: employee only about $632,433 at 4% or $421,622 at 6%; with 50% employer match about $421,622 at 4% or $281,081 at 6%; with 100% employer match about $316,217 at 4% or $210,811 at 6%.
2020119$7,298,167$464,949$24,471iApproximate average salary by contribution assumption: employee only about $611,775 at 4% or $407,850 at 6%; with 50% employer match about $407,850 at 4% or $271,900 at 6%; with 100% employer match about $305,888 at 4% or $203,925 at 6%.
Captrust Financial Advisors 401(K) Plan-19$7,298,167$464,949$24,471iApproximate average salary by contribution assumption: employee only about $611,775 at 4% or $407,850 at 6%; with 50% employer match about $407,850 at 4% or $271,900 at 6%; with 100% employer match about $305,888 at 4% or $203,925 at 6%.
2019119$5,977,780$418,153$22,008iApproximate average salary by contribution assumption: employee only about $550,201 at 4% or $366,801 at 6%; with 50% employer match about $366,801 at 4% or $244,534 at 6%; with 100% employer match about $275,101 at 4% or $183,400 at 6%.
Captrust Financial Advisors 401(K) Plan-19$5,977,780$418,153$22,008iApproximate average salary by contribution assumption: employee only about $550,201 at 4% or $366,801 at 6%; with 50% employer match about $366,801 at 4% or $244,534 at 6%; with 100% employer match about $275,101 at 4% or $183,400 at 6%.
2018119$4,674,927$378,309$19,911iApproximate average salary by contribution assumption: employee only about $497,775 at 4% or $331,850 at 6%; with 50% employer match about $331,850 at 4% or $221,233 at 6%; with 100% employer match about $248,888 at 4% or $165,925 at 6%.
Captrust Financial Advisors 401(K) Plan-19$4,674,927$378,309$19,911iApproximate average salary by contribution assumption: employee only about $497,775 at 4% or $331,850 at 6%; with 50% employer match about $331,850 at 4% or $221,233 at 6%; with 100% employer match about $248,888 at 4% or $165,925 at 6%.
2017117$4,629,240$354,254$20,838iApproximate average salary by contribution assumption: employee only about $520,962 at 4% or $347,308 at 6%; with 50% employer match about $347,308 at 4% or $231,539 at 6%; with 100% employer match about $260,481 at 4% or $173,654 at 6%.
Captrust Financial Advisors 401(K) Plan-17$4,629,240$354,254$20,838iApproximate average salary by contribution assumption: employee only about $520,962 at 4% or $347,308 at 6%; with 50% employer match about $347,308 at 4% or $231,539 at 6%; with 100% employer match about $260,481 at 4% or $173,654 at 6%.
2016116$3,617,392$322,835$20,177iApproximate average salary by contribution assumption: employee only about $504,430 at 4% or $336,286 at 6%; with 50% employer match about $336,286 at 4% or $224,191 at 6%; with 100% employer match about $252,215 at 4% or $168,143 at 6%.
Captrust Financial Advisors 401(K) Plan-16$3,617,392$322,835$20,177iApproximate average salary by contribution assumption: employee only about $504,430 at 4% or $336,286 at 6%; with 50% employer match about $336,286 at 4% or $224,191 at 6%; with 100% employer match about $252,215 at 4% or $168,143 at 6%.
2015114$3,107,491$308,487$22,035iApproximate average salary by contribution assumption: employee only about $550,870 at 4% or $367,246 at 6%; with 50% employer match about $367,246 at 4% or $244,831 at 6%; with 100% employer match about $275,435 at 4% or $183,623 at 6%.
Captrust Financial Advisors 401(K) Plan-14$3,107,491$308,487$22,035iApproximate average salary by contribution assumption: employee only about $550,870 at 4% or $367,246 at 6%; with 50% employer match about $367,246 at 4% or $244,831 at 6%; with 100% employer match about $275,435 at 4% or $183,623 at 6%.
2014114$2,863,309$285,364$20,383iApproximate average salary by contribution assumption: employee only about $509,579 at 4% or $339,719 at 6%; with 50% employer match about $339,719 at 4% or $226,479 at 6%; with 100% employer match about $254,789 at 4% or $169,860 at 6%.
Captrust Financial Advisors 401(K) Plan-14$2,863,309$285,364$20,383iApproximate average salary by contribution assumption: employee only about $509,579 at 4% or $339,719 at 6%; with 50% employer match about $339,719 at 4% or $226,479 at 6%; with 100% employer match about $254,789 at 4% or $169,860 at 6%.
2013113$2,461,360$246,822$18,986iApproximate average salary by contribution assumption: employee only about $474,658 at 4% or $316,438 at 6%; with 50% employer match about $316,438 at 4% or $210,959 at 6%; with 100% employer match about $237,329 at 4% or $158,219 at 6%.
Captrust Financial Advisors 401(K) Plan-13$2,461,360$246,822$18,986iApproximate average salary by contribution assumption: employee only about $474,658 at 4% or $316,438 at 6%; with 50% employer match about $316,438 at 4% or $210,959 at 6%; with 100% employer match about $237,329 at 4% or $158,219 at 6%.
2012113$1,871,360$226,377$17,414iApproximate average salary by contribution assumption: employee only about $435,340 at 4% or $290,227 at 6%; with 50% employer match about $290,227 at 4% or $193,485 at 6%; with 100% employer match about $217,670 at 4% or $145,113 at 6%.
Captrust Financial Advisors 401(K) Plan-13$1,871,360$226,377$17,414iApproximate average salary by contribution assumption: employee only about $435,340 at 4% or $290,227 at 6%; with 50% employer match about $290,227 at 4% or $193,485 at 6%; with 100% employer match about $217,670 at 4% or $145,113 at 6%.
2011111$1,446,135$212,279$19,298iApproximate average salary by contribution assumption: employee only about $482,452 at 4% or $321,635 at 6%; with 50% employer match about $321,635 at 4% or $214,423 at 6%; with 100% employer match about $241,226 at 4% or $160,817 at 6%.
Captrust Financial Advisors 401(K) Plan-11$1,446,135$212,279$19,298iApproximate average salary by contribution assumption: employee only about $482,452 at 4% or $321,635 at 6%; with 50% employer match about $321,635 at 4% or $214,423 at 6%; with 100% employer match about $241,226 at 4% or $160,817 at 6%.
2010111$1,345,356$201,418$18,311iApproximate average salary by contribution assumption: employee only about $457,768 at 4% or $305,179 at 6%; with 50% employer match about $305,179 at 4% or $203,453 at 6%; with 100% employer match about $228,884 at 4% or $152,589 at 6%.
Captrust Financial Advisors 401(K) Plan-11$1,345,356$201,418$18,311iApproximate average salary by contribution assumption: employee only about $457,768 at 4% or $305,179 at 6%; with 50% employer match about $305,179 at 4% or $203,453 at 6%; with 100% employer match about $228,884 at 4% or $152,589 at 6%.
2009113$996,182$180,740$13,903iApproximate average salary by contribution assumption: employee only about $347,577 at 4% or $231,718 at 6%; with 50% employer match about $231,718 at 4% or $154,479 at 6%; with 100% employer match about $173,788 at 4% or $115,859 at 6%.
Captrust Financial Advisors 401(K) Plan-13$996,182$180,740$13,903iApproximate average salary by contribution assumption: employee only about $347,577 at 4% or $231,718 at 6%; with 50% employer match about $231,718 at 4% or $154,479 at 6%; with 100% employer match about $173,788 at 4% or $115,859 at 6%.