Civic Intelligence

Capital Z Services LLC

Plan context: Capital Z Services LLC Retirement Plan

EIN 20-3752053 • Naples, FL • 16 filings • 3 plans

4851 Tamiami Trail NSuite 200Naples, FL 34103
Current Snapshot

Latest Year

2021

2021 Participants

23

2021 Assets

$16,065,101

2021 Contributions

$328

Historical Graphs

Total Assets Over Time

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

$16,065,101$8,032,551$0200620142020YearValue
$16,065,101Latest year 2020

Participants Over Time

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

37190200620132020YearValue
23Latest year 2020

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
202110$0$328-
Capital Z Services LLC Retirement Plan-0$0$328-
2020123$16,065,101$195,406$8,496iApproximate average salary by contribution assumption: employee only about $212,398 at 4% or $141,599 at 6%; with 50% employer match about $141,599 at 4% or $94,399 at 6%; with 100% employer match about $106,199 at 4% or $70,799 at 6%.
Capital Z Services LLC Retirement Plan-23$16,065,101$195,406$8,496iApproximate average salary by contribution assumption: employee only about $212,398 at 4% or $141,599 at 6%; with 50% employer match about $141,599 at 4% or $94,399 at 6%; with 100% employer match about $106,199 at 4% or $70,799 at 6%.
2019123$13,630,323$200,260$8,707iApproximate average salary by contribution assumption: employee only about $217,674 at 4% or $145,116 at 6%; with 50% employer match about $145,116 at 4% or $96,744 at 6%; with 100% employer match about $108,837 at 4% or $72,558 at 6%.
Capital Z Services LLC Retirement Plan-23$13,630,323$200,260$8,707iApproximate average salary by contribution assumption: employee only about $217,674 at 4% or $145,116 at 6%; with 50% employer match about $145,116 at 4% or $96,744 at 6%; with 100% employer match about $108,837 at 4% or $72,558 at 6%.
2018126$12,764,928$256,132$9,851iApproximate average salary by contribution assumption: employee only about $246,281 at 4% or $164,187 at 6%; with 50% employer match about $164,187 at 4% or $109,458 at 6%; with 100% employer match about $123,140 at 4% or $82,094 at 6%.
Capital Z Services LLC Retirement Plan-26$12,764,928$256,132$9,851iApproximate average salary by contribution assumption: employee only about $246,281 at 4% or $164,187 at 6%; with 50% employer match about $164,187 at 4% or $109,458 at 6%; with 100% employer match about $123,140 at 4% or $82,094 at 6%.
2017129$14,330,101$289,888$9,996iApproximate average salary by contribution assumption: employee only about $249,903 at 4% or $166,602 at 6%; with 50% employer match about $166,602 at 4% or $111,068 at 6%; with 100% employer match about $124,952 at 4% or $83,301 at 6%.
Capital Z Services LLC Retirement Plan-29$14,330,101$289,888$9,996iApproximate average salary by contribution assumption: employee only about $249,903 at 4% or $166,602 at 6%; with 50% employer match about $166,602 at 4% or $111,068 at 6%; with 100% employer match about $124,952 at 4% or $83,301 at 6%.
2016131$12,233,980$285,171$9,199iApproximate average salary by contribution assumption: employee only about $229,977 at 4% or $153,318 at 6%; with 50% employer match about $153,318 at 4% or $102,212 at 6%; with 100% employer match about $114,988 at 4% or $76,659 at 6%.
Capital Z Services LLC Retirement Plan-31$12,233,980$285,171$9,199iApproximate average salary by contribution assumption: employee only about $229,977 at 4% or $153,318 at 6%; with 50% employer match about $153,318 at 4% or $102,212 at 6%; with 100% employer match about $114,988 at 4% or $76,659 at 6%.
2015131$10,920,919$292,411$9,433iApproximate average salary by contribution assumption: employee only about $235,815 at 4% or $157,210 at 6%; with 50% employer match about $157,210 at 4% or $104,807 at 6%; with 100% employer match about $117,908 at 4% or $78,605 at 6%.
Capital Z Services LLC Retirement Plan-31$10,920,919$292,411$9,433iApproximate average salary by contribution assumption: employee only about $235,815 at 4% or $157,210 at 6%; with 50% employer match about $157,210 at 4% or $104,807 at 6%; with 100% employer match about $117,908 at 4% or $78,605 at 6%.
2014131$10,715,069$354,699$11,442iApproximate average salary by contribution assumption: employee only about $286,048 at 4% or $190,698 at 6%; with 50% employer match about $190,698 at 4% or $127,132 at 6%; with 100% employer match about $143,024 at 4% or $95,349 at 6%.
Capital Z Services LLC Retirement Plan-31$10,715,069$354,699$11,442iApproximate average salary by contribution assumption: employee only about $286,048 at 4% or $190,698 at 6%; with 50% employer match about $190,698 at 4% or $127,132 at 6%; with 100% employer match about $143,024 at 4% or $95,349 at 6%.
2013133$9,989,782$325,570$9,866iApproximate average salary by contribution assumption: employee only about $246,644 at 4% or $164,429 at 6%; with 50% employer match about $164,429 at 4% or $109,620 at 6%; with 100% employer match about $123,322 at 4% or $82,215 at 6%.
Capital Z Services LLC Retirement Plan-33$9,989,782$325,570$9,866iApproximate average salary by contribution assumption: employee only about $246,644 at 4% or $164,429 at 6%; with 50% employer match about $164,429 at 4% or $109,620 at 6%; with 100% employer match about $123,322 at 4% or $82,215 at 6%.
2012134$8,576,782$364,121$10,709iApproximate average salary by contribution assumption: employee only about $267,736 at 4% or $178,491 at 6%; with 50% employer match about $178,491 at 4% or $118,994 at 6%; with 100% employer match about $133,868 at 4% or $89,245 at 6%.
Capital Z Services LLC Retirement Plan-34$8,576,782$364,121$10,709iApproximate average salary by contribution assumption: employee only about $267,736 at 4% or $178,491 at 6%; with 50% employer match about $178,491 at 4% or $118,994 at 6%; with 100% employer match about $133,868 at 4% or $89,245 at 6%.
2011134$7,902,613$347,218$10,212iApproximate average salary by contribution assumption: employee only about $255,307 at 4% or $170,205 at 6%; with 50% employer match about $170,205 at 4% or $113,470 at 6%; with 100% employer match about $127,654 at 4% or $85,102 at 6%.
Capital Z Services LLC Retirement Plan-34$7,902,613$347,218$10,212iApproximate average salary by contribution assumption: employee only about $255,307 at 4% or $170,205 at 6%; with 50% employer match about $170,205 at 4% or $113,470 at 6%; with 100% employer match about $127,654 at 4% or $85,102 at 6%.
2010137$8,071,930$465,628$12,585iApproximate average salary by contribution assumption: employee only about $314,614 at 4% or $209,742 at 6%; with 50% employer match about $209,742 at 4% or $139,828 at 6%; with 100% employer match about $157,307 at 4% or $104,871 at 6%.
Capital Z Services LLC Retirement Plan-37$8,071,930$465,628$12,585iApproximate average salary by contribution assumption: employee only about $314,614 at 4% or $209,742 at 6%; with 50% employer match about $209,742 at 4% or $139,828 at 6%; with 100% employer match about $157,307 at 4% or $104,871 at 6%.
2009130$7,521,991$960,498$32,017iApproximate average salary by contribution assumption: employee only about $800,415 at 4% or $533,610 at 6%; with 50% employer match about $533,610 at 4% or $355,740 at 6%; with 100% employer match about $400,208 at 4% or $266,805 at 6%.
Capital Z Services LLC Retirement Plan-30$7,521,991$960,498$32,017iApproximate average salary by contribution assumption: employee only about $800,415 at 4% or $533,610 at 6%; with 50% employer match about $533,610 at 4% or $355,740 at 6%; with 100% employer match about $400,208 at 4% or $266,805 at 6%.
2008133$5,666,410$984,749$29,841iApproximate average salary by contribution assumption: employee only about $746,022 at 4% or $497,348 at 6%; with 50% employer match about $497,348 at 4% or $331,565 at 6%; with 100% employer match about $373,011 at 4% or $248,674 at 6%.
Capital Z Services LLC Retirement Plan-33$5,666,410$984,749$29,841iApproximate average salary by contribution assumption: employee only about $746,022 at 4% or $497,348 at 6%; with 50% employer match about $497,348 at 4% or $331,565 at 6%; with 100% employer match about $373,011 at 4% or $248,674 at 6%.
2007131$0$0-
Capital Z Services LLC Retirement Plan-31---
2006137$7,258,591$857,738$23,182iApproximate average salary by contribution assumption: employee only about $579,553 at 4% or $386,368 at 6%; with 50% employer match about $386,368 at 4% or $257,579 at 6%; with 100% employer match about $289,776 at 4% or $193,184 at 6%.
Capital Z Services LLC Retirement Plan-37$7,258,591$857,738$23,182iApproximate average salary by contribution assumption: employee only about $579,553 at 4% or $386,368 at 6%; with 50% employer match about $386,368 at 4% or $257,579 at 6%; with 100% employer match about $289,776 at 4% or $193,184 at 6%.