Civic Intelligence

Capitol Public Finance Group LLC

Plan context: Capitol Public Finance Group LLC 401(K) Profit Sharing Plan

EIN 20-2299628 • Roseville, CA • 19 filings • 2 plans

2436 Professional Drive, Suite 400Roseville, CA 95661
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$2,854,999

2024 Contributions

$97,650

Historical Graphs

Total Assets Over Time

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

$2,854,999$1,427,500$0200620152024YearValue
$2,854,999Latest year 2024

Participants Over Time

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

740200620152024YearValue
4Latest 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
202414$2,854,999$97,650$24,413iApproximate average salary by contribution assumption: employee only about $610,313 at 4% or $406,875 at 6%; with 50% employer match about $406,875 at 4% or $271,250 at 6%; with 100% employer match about $305,156 at 4% or $203,438 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-4$2,854,999$97,650$24,413iApproximate average salary by contribution assumption: employee only about $610,313 at 4% or $406,875 at 6%; with 50% employer match about $406,875 at 4% or $271,250 at 6%; with 100% employer match about $305,156 at 4% or $203,438 at 6%.
202314$2,199,690$103,000$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-4$2,199,690$103,000$25,750iApproximate average salary by contribution assumption: employee only about $643,750 at 4% or $429,167 at 6%; with 50% employer match about $429,167 at 4% or $286,111 at 6%; with 100% employer match about $321,875 at 4% or $214,583 at 6%.
202214$1,588,586$88,120$22,030iApproximate average salary by contribution assumption: employee only about $550,750 at 4% or $367,167 at 6%; with 50% employer match about $367,167 at 4% or $244,778 at 6%; with 100% employer match about $275,375 at 4% or $183,583 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-4$1,588,586$88,120$22,030iApproximate average salary by contribution assumption: employee only about $550,750 at 4% or $367,167 at 6%; with 50% employer match about $367,167 at 4% or $244,778 at 6%; with 100% employer match about $275,375 at 4% or $183,583 at 6%.
202114$2,131,614$85,150$21,288iApproximate average salary by contribution assumption: employee only about $532,188 at 4% or $354,792 at 6%; with 50% employer match about $354,792 at 4% or $236,528 at 6%; with 100% employer match about $266,094 at 4% or $177,396 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-4$2,131,614$85,150$21,288iApproximate average salary by contribution assumption: employee only about $532,188 at 4% or $354,792 at 6%; with 50% employer match about $354,792 at 4% or $236,528 at 6%; with 100% employer match about $266,094 at 4% or $177,396 at 6%.
202016$2,007,356$81,823$13,637iApproximate average salary by contribution assumption: employee only about $340,929 at 4% or $227,286 at 6%; with 50% employer match about $227,286 at 4% or $151,524 at 6%; with 100% employer match about $170,465 at 4% or $113,643 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$2,007,356$81,823$13,637iApproximate average salary by contribution assumption: employee only about $340,929 at 4% or $227,286 at 6%; with 50% employer match about $227,286 at 4% or $151,524 at 6%; with 100% employer match about $170,465 at 4% or $113,643 at 6%.
201916$1,608,837$86,080$14,347iApproximate average salary by contribution assumption: employee only about $358,667 at 4% or $239,111 at 6%; with 50% employer match about $239,111 at 4% or $159,407 at 6%; with 100% employer match about $179,333 at 4% or $119,556 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$1,608,837$86,080$14,347iApproximate average salary by contribution assumption: employee only about $358,667 at 4% or $239,111 at 6%; with 50% employer match about $239,111 at 4% or $159,407 at 6%; with 100% employer match about $179,333 at 4% or $119,556 at 6%.
201816$1,230,107$88,600$14,767iApproximate average salary by contribution assumption: employee only about $369,167 at 4% or $246,111 at 6%; with 50% employer match about $246,111 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,056 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$1,230,107$88,600$14,767iApproximate average salary by contribution assumption: employee only about $369,167 at 4% or $246,111 at 6%; with 50% employer match about $246,111 at 4% or $164,074 at 6%; with 100% employer match about $184,583 at 4% or $123,056 at 6%.
201716$1,238,763$85,540$14,257iApproximate average salary by contribution assumption: employee only about $356,417 at 4% or $237,611 at 6%; with 50% employer match about $237,611 at 4% or $158,407 at 6%; with 100% employer match about $178,208 at 4% or $118,806 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$1,238,763$85,540$14,257iApproximate average salary by contribution assumption: employee only about $356,417 at 4% or $237,611 at 6%; with 50% employer match about $237,611 at 4% or $158,407 at 6%; with 100% employer match about $178,208 at 4% or $118,806 at 6%.
201616$1,007,379$84,950$14,158iApproximate average salary by contribution assumption: employee only about $353,958 at 4% or $235,972 at 6%; with 50% employer match about $235,972 at 4% or $157,315 at 6%; with 100% employer match about $176,979 at 4% or $117,986 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$1,007,379$84,950$14,158iApproximate average salary by contribution assumption: employee only about $353,958 at 4% or $235,972 at 6%; with 50% employer match about $235,972 at 4% or $157,315 at 6%; with 100% employer match about $176,979 at 4% or $117,986 at 6%.
201516$859,389$82,790$13,798iApproximate average salary by contribution assumption: employee only about $344,958 at 4% or $229,972 at 6%; with 50% employer match about $229,972 at 4% or $153,315 at 6%; with 100% employer match about $172,479 at 4% or $114,986 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$859,389$82,790$13,798iApproximate average salary by contribution assumption: employee only about $344,958 at 4% or $229,972 at 6%; with 50% employer match about $229,972 at 4% or $153,315 at 6%; with 100% employer match about $172,479 at 4% or $114,986 at 6%.
201416$782,769$75,040$12,507iApproximate average salary by contribution assumption: employee only about $312,667 at 4% or $208,444 at 6%; with 50% employer match about $208,444 at 4% or $138,963 at 6%; with 100% employer match about $156,333 at 4% or $104,222 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$782,769$75,040$12,507iApproximate average salary by contribution assumption: employee only about $312,667 at 4% or $208,444 at 6%; with 50% employer match about $208,444 at 4% or $138,963 at 6%; with 100% employer match about $156,333 at 4% or $104,222 at 6%.
201316$688,928$68,100$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$688,928$68,100$11,350iApproximate average salary by contribution assumption: employee only about $283,750 at 4% or $189,167 at 6%; with 50% employer match about $189,167 at 4% or $126,111 at 6%; with 100% employer match about $141,875 at 4% or $94,583 at 6%.
201216$538,011$60,160$10,027iApproximate average salary by contribution assumption: employee only about $250,667 at 4% or $167,111 at 6%; with 50% employer match about $167,111 at 4% or $111,407 at 6%; with 100% employer match about $125,333 at 4% or $83,556 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$538,011$60,160$10,027iApproximate average salary by contribution assumption: employee only about $250,667 at 4% or $167,111 at 6%; with 50% employer match about $167,111 at 4% or $111,407 at 6%; with 100% employer match about $125,333 at 4% or $83,556 at 6%.
201116$436,294$71,670$11,945iApproximate average salary by contribution assumption: employee only about $298,625 at 4% or $199,083 at 6%; with 50% employer match about $199,083 at 4% or $132,722 at 6%; with 100% employer match about $149,313 at 4% or $99,542 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-6$436,294$71,670$11,945iApproximate average salary by contribution assumption: employee only about $298,625 at 4% or $199,083 at 6%; with 50% employer match about $199,083 at 4% or $132,722 at 6%; with 100% employer match about $149,313 at 4% or $99,542 at 6%.
201017$417,248$89,340$12,763iApproximate average salary by contribution assumption: employee only about $319,071 at 4% or $212,714 at 6%; with 50% employer match about $212,714 at 4% or $141,810 at 6%; with 100% employer match about $159,536 at 4% or $106,357 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-7$417,248$89,340$12,763iApproximate average salary by contribution assumption: employee only about $319,071 at 4% or $212,714 at 6%; with 50% employer match about $212,714 at 4% or $141,810 at 6%; with 100% employer match about $159,536 at 4% or $106,357 at 6%.
200917$341,029$55,222$7,889iApproximate average salary by contribution assumption: employee only about $197,221 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,740 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-7$341,029$55,222$7,889iApproximate average salary by contribution assumption: employee only about $197,221 at 4% or $131,481 at 6%; with 50% employer match about $131,481 at 4% or $87,654 at 6%; with 100% employer match about $98,611 at 4% or $65,740 at 6%.
200817$220,555$92,276$13,182iApproximate average salary by contribution assumption: employee only about $329,557 at 4% or $219,705 at 6%; with 50% employer match about $219,705 at 4% or $146,470 at 6%; with 100% employer match about $164,779 at 4% or $109,852 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-7$220,555$92,276$13,182iApproximate average salary by contribution assumption: employee only about $329,557 at 4% or $219,705 at 6%; with 50% employer match about $219,705 at 4% or $146,470 at 6%; with 100% employer match about $164,779 at 4% or $109,852 at 6%.
200715$211,979$135,338$27,068iApproximate average salary by contribution assumption: employee only about $676,690 at 4% or $451,127 at 6%; with 50% employer match about $451,127 at 4% or $300,751 at 6%; with 100% employer match about $338,345 at 4% or $225,563 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-5$211,979$135,338$27,068iApproximate average salary by contribution assumption: employee only about $676,690 at 4% or $451,127 at 6%; with 50% employer match about $451,127 at 4% or $300,751 at 6%; with 100% employer match about $338,345 at 4% or $225,563 at 6%.
200615$75,000$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
Capitol Public Finance Group LLC 401(K) Profit Sharing Plan-5$75,000$75,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.