Civic Intelligence

Capstone Wealth Management Inc.

Plan context: Capstone Wealth Management 401(K) Retirement Plan

EIN 20-4603987 • Billings, MT • 14 filings • 3 plans

1731 Poly DriveBillings, MT 59102
Current Snapshot

Latest Year

2024

2024 Participants

7

2024 Assets

$1,808,372

2024 Contributions

$111,413

Historical Graphs

Total Assets Over Time

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

$1,808,372$904,186$0201020182024YearValue
$1,808,372Latest year 2024

Participants Over Time

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

740201020182024YearValue
7Latest 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
202417$1,808,372$111,413$15,916iApproximate average salary by contribution assumption: employee only about $397,904 at 4% or $265,269 at 6%; with 50% employer match about $265,269 at 4% or $176,846 at 6%; with 100% employer match about $198,952 at 4% or $132,635 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-7$1,808,372$111,413$15,916iApproximate average salary by contribution assumption: employee only about $397,904 at 4% or $265,269 at 6%; with 50% employer match about $265,269 at 4% or $176,846 at 6%; with 100% employer match about $198,952 at 4% or $132,635 at 6%.
202316$1,485,970$42,865$7,144iApproximate average salary by contribution assumption: employee only about $178,604 at 4% or $119,069 at 6%; with 50% employer match about $119,069 at 4% or $79,380 at 6%; with 100% employer match about $89,302 at 4% or $59,535 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-6$1,485,970$42,865$7,144iApproximate average salary by contribution assumption: employee only about $178,604 at 4% or $119,069 at 6%; with 50% employer match about $119,069 at 4% or $79,380 at 6%; with 100% employer match about $89,302 at 4% or $59,535 at 6%.
202216$1,554,050$40,603$6,767iApproximate average salary by contribution assumption: employee only about $169,179 at 4% or $112,786 at 6%; with 50% employer match about $112,786 at 4% or $75,191 at 6%; with 100% employer match about $84,590 at 4% or $56,393 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-6$1,554,050$40,603$6,767iApproximate average salary by contribution assumption: employee only about $169,179 at 4% or $112,786 at 6%; with 50% employer match about $112,786 at 4% or $75,191 at 6%; with 100% employer match about $84,590 at 4% or $56,393 at 6%.
202116$1,751,601$73,327$12,221iApproximate average salary by contribution assumption: employee only about $305,529 at 4% or $203,686 at 6%; with 50% employer match about $203,686 at 4% or $135,791 at 6%; with 100% employer match about $152,765 at 4% or $101,843 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-6$1,751,601$73,327$12,221iApproximate average salary by contribution assumption: employee only about $305,529 at 4% or $203,686 at 6%; with 50% employer match about $203,686 at 4% or $135,791 at 6%; with 100% employer match about $152,765 at 4% or $101,843 at 6%.
202016$1,328,162$93,299$15,550iApproximate average salary by contribution assumption: employee only about $388,746 at 4% or $259,164 at 6%; with 50% employer match about $259,164 at 4% or $172,776 at 6%; with 100% employer match about $194,373 at 4% or $129,582 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-6$1,328,162$93,299$15,550iApproximate average salary by contribution assumption: employee only about $388,746 at 4% or $259,164 at 6%; with 50% employer match about $259,164 at 4% or $172,776 at 6%; with 100% employer match about $194,373 at 4% or $129,582 at 6%.
201915$1,143,609$47,742$9,548iApproximate average salary by contribution assumption: employee only about $238,710 at 4% or $159,140 at 6%; with 50% employer match about $159,140 at 4% or $106,093 at 6%; with 100% employer match about $119,355 at 4% or $79,570 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-5$1,143,609$47,742$9,548iApproximate average salary by contribution assumption: employee only about $238,710 at 4% or $159,140 at 6%; with 50% employer match about $159,140 at 4% or $106,093 at 6%; with 100% employer match about $119,355 at 4% or $79,570 at 6%.
201815$890,375$45,040$9,008iApproximate average salary by contribution assumption: employee only about $225,200 at 4% or $150,133 at 6%; with 50% employer match about $150,133 at 4% or $100,089 at 6%; with 100% employer match about $112,600 at 4% or $75,067 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-5$890,375$45,040$9,008iApproximate average salary by contribution assumption: employee only about $225,200 at 4% or $150,133 at 6%; with 50% employer match about $150,133 at 4% or $100,089 at 6%; with 100% employer match about $112,600 at 4% or $75,067 at 6%.
201715$941,299$48,043$9,609iApproximate average salary by contribution assumption: employee only about $240,215 at 4% or $160,143 at 6%; with 50% employer match about $160,143 at 4% or $106,762 at 6%; with 100% employer match about $120,108 at 4% or $80,072 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-5$941,299$48,043$9,609iApproximate average salary by contribution assumption: employee only about $240,215 at 4% or $160,143 at 6%; with 50% employer match about $160,143 at 4% or $106,762 at 6%; with 100% employer match about $120,108 at 4% or $80,072 at 6%.
201614$758,344$39,034$9,759iApproximate average salary by contribution assumption: employee only about $243,963 at 4% or $162,642 at 6%; with 50% employer match about $162,642 at 4% or $108,428 at 6%; with 100% employer match about $121,981 at 4% or $81,321 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-4$758,344$39,034$9,759iApproximate average salary by contribution assumption: employee only about $243,963 at 4% or $162,642 at 6%; with 50% employer match about $162,642 at 4% or $108,428 at 6%; with 100% employer match about $121,981 at 4% or $81,321 at 6%.
201514$637,061$38,746$9,687iApproximate average salary by contribution assumption: employee only about $242,163 at 4% or $161,442 at 6%; with 50% employer match about $161,442 at 4% or $107,628 at 6%; with 100% employer match about $121,081 at 4% or $80,721 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-4$637,061$38,746$9,687iApproximate average salary by contribution assumption: employee only about $242,163 at 4% or $161,442 at 6%; with 50% employer match about $161,442 at 4% or $107,628 at 6%; with 100% employer match about $121,081 at 4% or $80,721 at 6%.
201414$618,298$34,327$8,582iApproximate average salary by contribution assumption: employee only about $214,544 at 4% or $143,029 at 6%; with 50% employer match about $143,029 at 4% or $95,353 at 6%; with 100% employer match about $107,272 at 4% or $71,515 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-4$618,298$34,327$8,582iApproximate average salary by contribution assumption: employee only about $214,544 at 4% or $143,029 at 6%; with 50% employer match about $143,029 at 4% or $95,353 at 6%; with 100% employer match about $107,272 at 4% or $71,515 at 6%.
201315$599,755$39,528$7,906iApproximate average salary by contribution assumption: employee only about $197,640 at 4% or $131,760 at 6%; with 50% employer match about $131,760 at 4% or $87,840 at 6%; with 100% employer match about $98,820 at 4% or $65,880 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-5$599,755$39,528$7,906iApproximate average salary by contribution assumption: employee only about $197,640 at 4% or $131,760 at 6%; with 50% employer match about $131,760 at 4% or $87,840 at 6%; with 100% employer match about $98,820 at 4% or $65,880 at 6%.
201116$408,888$33,793$5,632iApproximate average salary by contribution assumption: employee only about $140,804 at 4% or $93,869 at 6%; with 50% employer match about $93,869 at 4% or $62,580 at 6%; with 100% employer match about $70,402 at 4% or $46,935 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-6$408,888$33,793$5,632iApproximate average salary by contribution assumption: employee only about $140,804 at 4% or $93,869 at 6%; with 50% employer match about $93,869 at 4% or $62,580 at 6%; with 100% employer match about $70,402 at 4% or $46,935 at 6%.
201016$440,660$40,477$6,746iApproximate average salary by contribution assumption: employee only about $168,654 at 4% or $112,436 at 6%; with 50% employer match about $112,436 at 4% or $74,957 at 6%; with 100% employer match about $84,327 at 4% or $56,218 at 6%.
Capstone Wealth Management 401(K) Retirement Plan-6$440,660$40,477$6,746iApproximate average salary by contribution assumption: employee only about $168,654 at 4% or $112,436 at 6%; with 50% employer match about $112,436 at 4% or $74,957 at 6%; with 100% employer match about $84,327 at 4% or $56,218 at 6%.