Capstone Advisors LLC
Plan context: Capstone Advisors Retirement Plan
EIN 20-5192414 • Fort Wayne, IN • 15 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
1
2025 Assets
$567,128
2025 Contributions
$69,728
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 1 | $567,128 | $69,728 | $69,728iApproximate average salary by contribution assumption: employee only about $1,743,200 at 4% or $1,162,133 at 6%; with 50% employer match about $1,162,133 at 4% or $774,756 at 6%; with 100% employer match about $871,600 at 4% or $581,067 at 6%. |
| Capstone Advisors Retirement Plan | - | 1 | $567,128 | $69,728 | $69,728iApproximate average salary by contribution assumption: employee only about $1,743,200 at 4% or $1,162,133 at 6%; with 50% employer match about $1,162,133 at 4% or $774,756 at 6%; with 100% employer match about $871,600 at 4% or $581,067 at 6%. |
| 2024 | 1 | 1 | $418,902 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $418,902 | - | - |
| 2023 | 1 | 1 | $387,068 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $387,068 | - | - |
| 2022 | 1 | 1 | $339,764 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $339,764 | - | - |
| 2021 | 1 | 1 | $340,150 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $340,150 | - | - |
| 2020 | 1 | 1 | $263,505 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $263,505 | - | - |
| 2019 | 1 | 1 | $228,930 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $228,930 | - | - |
| 2018 | 1 | 1 | $204,174 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $204,174 | - | - |
| 2017 | 1 | 1 | $232,641 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $232,641 | - | - |
| 2016 | 1 | 1 | $207,738 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $207,738 | $0 | - |
| 2015 | 1 | 1 | $184,050 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $184,050 | - | - |
| 2014 | 1 | 1 | $189,541 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $189,541 | - | - |
| 2013 | 1 | 2 | $188,114 | $0 | - |
| Capstone Advisors Retirement Plan | - | 2 | $188,114 | - | - |
| 2012 | 1 | 1 | $162,846 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $162,846 | - | - |
| 2011 | 1 | 1 | $140,635 | $0 | - |
| Capstone Advisors Retirement Plan | - | 1 | $140,635 | - | - |