Civic Intelligence

Capstone Corporate Benefits Advisors

Plan context: Capstone Benefits Advisors 401(K) Plan

EIN 20-2121873 • Roswell, GA • 9 filings • 2 plans

904 Bombay LaneRoswell, GA 30076
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$543,081

2024 Contributions

$75,936

Historical Graphs

Total Assets Over Time

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

$543,081$271,541$0201620202024YearValue
$543,081Latest year 2024

Participants Over Time

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

210201620202024YearValue
2Latest 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
202412$543,081$75,936$37,968iApproximate average salary by contribution assumption: employee only about $949,200 at 4% or $632,800 at 6%; with 50% employer match about $632,800 at 4% or $421,867 at 6%; with 100% employer match about $474,600 at 4% or $316,400 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$543,081$75,936$37,968iApproximate average salary by contribution assumption: employee only about $949,200 at 4% or $632,800 at 6%; with 50% employer match about $632,800 at 4% or $421,867 at 6%; with 100% employer match about $474,600 at 4% or $316,400 at 6%.
202312$395,935$73,027$36,514iApproximate average salary by contribution assumption: employee only about $912,838 at 4% or $608,558 at 6%; with 50% employer match about $608,558 at 4% or $405,706 at 6%; with 100% employer match about $456,419 at 4% or $304,279 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$395,935$73,027$36,514iApproximate average salary by contribution assumption: employee only about $912,838 at 4% or $608,558 at 6%; with 50% employer match about $608,558 at 4% or $405,706 at 6%; with 100% employer match about $456,419 at 4% or $304,279 at 6%.
202212$290,412$30,238$15,119iApproximate average salary by contribution assumption: employee only about $377,975 at 4% or $251,983 at 6%; with 50% employer match about $251,983 at 4% or $167,989 at 6%; with 100% employer match about $188,988 at 4% or $125,992 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$290,412$30,238$15,119iApproximate average salary by contribution assumption: employee only about $377,975 at 4% or $251,983 at 6%; with 50% employer match about $251,983 at 4% or $167,989 at 6%; with 100% employer match about $188,988 at 4% or $125,992 at 6%.
202112$327,733$28,765$14,383iApproximate average salary by contribution assumption: employee only about $359,563 at 4% or $239,708 at 6%; with 50% employer match about $239,708 at 4% or $159,806 at 6%; with 100% employer match about $179,781 at 4% or $119,854 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$327,733$28,765$14,383iApproximate average salary by contribution assumption: employee only about $359,563 at 4% or $239,708 at 6%; with 50% employer match about $239,708 at 4% or $159,806 at 6%; with 100% employer match about $179,781 at 4% or $119,854 at 6%.
202012$257,517$20,990$10,495iApproximate average salary by contribution assumption: employee only about $262,375 at 4% or $174,917 at 6%; with 50% employer match about $174,917 at 4% or $116,611 at 6%; with 100% employer match about $131,188 at 4% or $87,458 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$257,517$20,990$10,495iApproximate average salary by contribution assumption: employee only about $262,375 at 4% or $174,917 at 6%; with 50% employer match about $174,917 at 4% or $116,611 at 6%; with 100% employer match about $131,188 at 4% or $87,458 at 6%.
201911$197,060$18,627$18,627iApproximate average salary by contribution assumption: employee only about $465,675 at 4% or $310,450 at 6%; with 50% employer match about $310,450 at 4% or $206,967 at 6%; with 100% employer match about $232,838 at 4% or $155,225 at 6%.
Capstone Benefits Advisors 401(K) Plan-1$197,060$18,627$18,627iApproximate average salary by contribution assumption: employee only about $465,675 at 4% or $310,450 at 6%; with 50% employer match about $310,450 at 4% or $206,967 at 6%; with 100% employer match about $232,838 at 4% or $155,225 at 6%.
201812$266,622$24,993$12,497iApproximate average salary by contribution assumption: employee only about $312,413 at 4% or $208,275 at 6%; with 50% employer match about $208,275 at 4% or $138,850 at 6%; with 100% employer match about $156,206 at 4% or $104,138 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$266,622$24,993$12,497iApproximate average salary by contribution assumption: employee only about $312,413 at 4% or $208,275 at 6%; with 50% employer match about $208,275 at 4% or $138,850 at 6%; with 100% employer match about $156,206 at 4% or $104,138 at 6%.
201712$261,081$23,949$11,975iApproximate average salary by contribution assumption: employee only about $299,363 at 4% or $199,575 at 6%; with 50% employer match about $199,575 at 4% or $133,050 at 6%; with 100% employer match about $149,681 at 4% or $99,788 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$261,081$23,949$11,975iApproximate average salary by contribution assumption: employee only about $299,363 at 4% or $199,575 at 6%; with 50% employer match about $199,575 at 4% or $133,050 at 6%; with 100% employer match about $149,681 at 4% or $99,788 at 6%.
201612$204,118$174,154$87,077iApproximate average salary by contribution assumption: employee only about $2,176,925 at 4% or $1,451,283 at 6%; with 50% employer match about $1,451,283 at 4% or $967,522 at 6%; with 100% employer match about $1,088,463 at 4% or $725,642 at 6%.
Capstone Benefits Advisors 401(K) Plan-2$204,118$174,154$87,077iApproximate average salary by contribution assumption: employee only about $2,176,925 at 4% or $1,451,283 at 6%; with 50% employer match about $1,451,283 at 4% or $967,522 at 6%; with 100% employer match about $1,088,463 at 4% or $725,642 at 6%.