Civic Intelligence

Capital Financial Partners LLC

Plan context: Capital Financial Partners 401(K) Plan

EIN 20-3095521 • Glen Allen, VA • 14 filings • 3 plans

100 East Shore DriveSuite 300Glen Allen, VA 23059
Current Snapshot

Latest Year

2018

2018 Participants

11

2018 Assets

$1,065,318

2018 Contributions

$3,934

Historical Graphs

Total Assets Over Time

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

$1,153,478$576,739$0200520122017YearValue
$1,065,318Latest year 2017

Participants Over Time

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

23120200520112017YearValue
11Latest year 2017

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
201810$0$3,934-
Capital Financial Partners 401(K) Plan-0$0$3,934-
2017111$1,065,318$22,755$2,069iApproximate average salary by contribution assumption: employee only about $51,716 at 4% or $34,477 at 6%; with 50% employer match about $34,477 at 4% or $22,985 at 6%; with 100% employer match about $25,858 at 4% or $17,239 at 6%.
Capital Financial Partners 401(K) Plan-11$1,065,318$22,755$2,069iApproximate average salary by contribution assumption: employee only about $51,716 at 4% or $34,477 at 6%; with 50% employer match about $34,477 at 4% or $22,985 at 6%; with 100% employer match about $25,858 at 4% or $17,239 at 6%.
2016112$907,715$28,550$2,379iApproximate average salary by contribution assumption: employee only about $59,479 at 4% or $39,653 at 6%; with 50% employer match about $39,653 at 4% or $26,435 at 6%; with 100% employer match about $29,740 at 4% or $19,826 at 6%.
Capital Financial Partners 401(K) Plan-12$907,715$28,550$2,379iApproximate average salary by contribution assumption: employee only about $59,479 at 4% or $39,653 at 6%; with 50% employer match about $39,653 at 4% or $26,435 at 6%; with 100% employer match about $29,740 at 4% or $19,826 at 6%.
2015112$888,597$44,475$3,706iApproximate average salary by contribution assumption: employee only about $92,656 at 4% or $61,771 at 6%; with 50% employer match about $61,771 at 4% or $41,181 at 6%; with 100% employer match about $46,328 at 4% or $30,885 at 6%.
Capital Financial Partners 401(K) Plan-12$888,597$44,475$3,706iApproximate average salary by contribution assumption: employee only about $92,656 at 4% or $61,771 at 6%; with 50% employer match about $61,771 at 4% or $41,181 at 6%; with 100% employer match about $46,328 at 4% or $30,885 at 6%.
2014123$1,153,478$107,257$4,663iApproximate average salary by contribution assumption: employee only about $116,584 at 4% or $77,722 at 6%; with 50% employer match about $77,722 at 4% or $51,815 at 6%; with 100% employer match about $58,292 at 4% or $38,861 at 6%.
Capital Financial Partners 401(K) Plan-23$1,153,478$107,257$4,663iApproximate average salary by contribution assumption: employee only about $116,584 at 4% or $77,722 at 6%; with 50% employer match about $77,722 at 4% or $51,815 at 6%; with 100% employer match about $58,292 at 4% or $38,861 at 6%.
2013122$1,037,914$85,614$3,892iApproximate average salary by contribution assumption: employee only about $97,289 at 4% or $64,859 at 6%; with 50% employer match about $64,859 at 4% or $43,239 at 6%; with 100% employer match about $48,644 at 4% or $32,430 at 6%.
Capital Financial Partners 401(K) Plan-22$1,037,914$85,614$3,892iApproximate average salary by contribution assumption: employee only about $97,289 at 4% or $64,859 at 6%; with 50% employer match about $64,859 at 4% or $43,239 at 6%; with 100% employer match about $48,644 at 4% or $32,430 at 6%.
2012121$782,026$73,686$3,509iApproximate average salary by contribution assumption: employee only about $87,721 at 4% or $58,481 at 6%; with 50% employer match about $58,481 at 4% or $38,987 at 6%; with 100% employer match about $43,861 at 4% or $29,240 at 6%.
Capital Financial Partners 401(K) Plan-21$782,026$73,686$3,509iApproximate average salary by contribution assumption: employee only about $87,721 at 4% or $58,481 at 6%; with 50% employer match about $58,481 at 4% or $38,987 at 6%; with 100% employer match about $43,861 at 4% or $29,240 at 6%.
2011119$682,737$62,493$3,289iApproximate average salary by contribution assumption: employee only about $82,228 at 4% or $54,818 at 6%; with 50% employer match about $54,818 at 4% or $36,546 at 6%; with 100% employer match about $41,114 at 4% or $27,409 at 6%.
Capital Financial Partners 401(K) Plan-19$682,737$62,493$3,289iApproximate average salary by contribution assumption: employee only about $82,228 at 4% or $54,818 at 6%; with 50% employer match about $54,818 at 4% or $36,546 at 6%; with 100% employer match about $41,114 at 4% or $27,409 at 6%.
2010119$1,042,305$87,752$4,619iApproximate average salary by contribution assumption: employee only about $115,463 at 4% or $76,975 at 6%; with 50% employer match about $76,975 at 4% or $51,317 at 6%; with 100% employer match about $57,732 at 4% or $38,488 at 6%.
Capital Financial Partners 401(K) Plan-19$1,042,305$87,752$4,619iApproximate average salary by contribution assumption: employee only about $115,463 at 4% or $76,975 at 6%; with 50% employer match about $76,975 at 4% or $51,317 at 6%; with 100% employer match about $57,732 at 4% or $38,488 at 6%.
2009120$899,611$83,620$4,181iApproximate average salary by contribution assumption: employee only about $104,525 at 4% or $69,683 at 6%; with 50% employer match about $69,683 at 4% or $46,456 at 6%; with 100% employer match about $52,263 at 4% or $34,842 at 6%.
Capital Financial Partners 401(K) Plan-20$899,611$83,620$4,181iApproximate average salary by contribution assumption: employee only about $104,525 at 4% or $69,683 at 6%; with 50% employer match about $69,683 at 4% or $46,456 at 6%; with 100% employer match about $52,263 at 4% or $34,842 at 6%.
2008118$689,463$73,460$4,081iApproximate average salary by contribution assumption: employee only about $102,028 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,009 at 6%.
Capital Financial Partners 401(K) Plan-18$689,463$73,460$4,081iApproximate average salary by contribution assumption: employee only about $102,028 at 4% or $68,019 at 6%; with 50% employer match about $68,019 at 4% or $45,346 at 6%; with 100% employer match about $51,014 at 4% or $34,009 at 6%.
2007117$0$0-
Capital Financial Partners 401(K) Plan-17---
2006113$905,583$58,701$4,515iApproximate average salary by contribution assumption: employee only about $112,887 at 4% or $75,258 at 6%; with 50% employer match about $75,258 at 4% or $50,172 at 6%; with 100% employer match about $56,443 at 4% or $37,629 at 6%.
Capital Financial Partners 401(K) Plan-13$905,583$58,701$4,515iApproximate average salary by contribution assumption: employee only about $112,887 at 4% or $75,258 at 6%; with 50% employer match about $75,258 at 4% or $50,172 at 6%; with 100% employer match about $56,443 at 4% or $37,629 at 6%.
2005112$771,091$63,369$5,281iApproximate average salary by contribution assumption: employee only about $132,019 at 4% or $88,013 at 6%; with 50% employer match about $88,013 at 4% or $58,675 at 6%; with 100% employer match about $66,009 at 4% or $44,006 at 6%.
Capital Financial Partners 401(K) Plan-12$771,091$63,369$5,281iApproximate average salary by contribution assumption: employee only about $132,019 at 4% or $88,013 at 6%; with 50% employer match about $88,013 at 4% or $58,675 at 6%; with 100% employer match about $66,009 at 4% or $44,006 at 6%.