Civic Intelligence

Capstone Direct Inc.

Plan context: CAPSTONE DIRECT, INC. CASH BALANCE PLAN

EIN 20-8207683 • Thousand Oaks, CA • 16 filings • 3 plans

3285 Old Conejo RoadThousand Oaks, CA 91320
Current Snapshot

Latest Year

2024

2024 Participants

18

2024 Assets

$1,360,636

2024 Contributions

$2,466

Historical Graphs

Total Assets Over Time

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

$1,360,636$680,318$0201320172023YearValue
$1,360,636Latest year 2023

Participants Over Time

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

1890201320172023YearValue
18Latest year 2023

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
202420$0$2,466-
CAPSTONE DIRECT, INC. CASH BALANCE PLAN-0$0$2,466-
Capstone Direct Inc. Profit Sharing Plan-0$0$0-
2023218$1,360,636$7,745$430iApproximate average salary by contribution assumption: employee only about $10,757 at 4% or $7,171 at 6%; with 50% employer match about $7,171 at 4% or $4,781 at 6%; with 100% employer match about $5,378 at 4% or $3,586 at 6%.
CAPSTONE DIRECT, INC. CASH BALANCE PLAN-6$1,105,195$7,745$1,291iApproximate average salary by contribution assumption: employee only about $32,271 at 4% or $21,514 at 6%; with 50% employer match about $21,514 at 4% or $14,343 at 6%; with 100% employer match about $16,135 at 4% or $10,757 at 6%.
Capstone Direct Inc. Profit Sharing Plan-18$255,441$0-
2022218$1,294,929$805,149$44,731iApproximate average salary by contribution assumption: employee only about $1,118,263 at 4% or $745,508 at 6%; with 50% employer match about $745,508 at 4% or $497,006 at 6%; with 100% employer match about $559,131 at 4% or $372,754 at 6%.
CAPSTONE DIRECT, INC. CASH BALANCE PLAN-6$1,050,554$729,291$121,549iApproximate average salary by contribution assumption: employee only about $3,038,713 at 4% or $2,025,808 at 6%; with 50% employer match about $2,025,808 at 4% or $1,350,539 at 6%; with 100% employer match about $1,519,356 at 4% or $1,012,904 at 6%.
Capstone Direct Inc. Profit Sharing Plan-18$244,375$75,858$4,214iApproximate average salary by contribution assumption: employee only about $105,358 at 4% or $70,239 at 6%; with 50% employer match about $70,239 at 4% or $46,826 at 6%; with 100% employer match about $52,679 at 4% or $35,119 at 6%.
2021210$570,014$37,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
CAPSTONE DIRECT, INC. CASH BALANCE PLAN-5$378,422$0-
Capstone Direct Inc. Profit Sharing Plan-10$191,592$37,500$3,750iApproximate average salary by contribution assumption: employee only about $93,750 at 4% or $62,500 at 6%; with 50% employer match about $62,500 at 4% or $41,667 at 6%; with 100% employer match about $46,875 at 4% or $31,250 at 6%.
202037$501,507$507,945$72,564iApproximate average salary by contribution assumption: employee only about $1,814,089 at 4% or $1,209,393 at 6%; with 50% employer match about $1,209,393 at 4% or $806,262 at 6%; with 100% employer match about $907,045 at 4% or $604,696 at 6%.
CAPSTONE DIRECT, INC. CASH BALANCE PLAN-5$356,127$356,127$71,225iApproximate average salary by contribution assumption: employee only about $1,780,635 at 4% or $1,187,090 at 6%; with 50% employer match about $1,187,090 at 4% or $791,393 at 6%; with 100% employer match about $890,317 at 4% or $593,545 at 6%.
Capstone Direct Inc. Profit Sharing Plan-7$145,380$145,380$20,769iApproximate average salary by contribution assumption: employee only about $519,214 at 4% or $346,143 at 6%; with 50% employer match about $346,143 at 4% or $230,762 at 6%; with 100% employer match about $259,607 at 4% or $173,071 at 6%.
Capstone Direct Inc. Retirement Trust-0$0$6,438-
201718$265,708$80,890$10,111iApproximate average salary by contribution assumption: employee only about $252,781 at 4% or $168,521 at 6%; with 50% employer match about $168,521 at 4% or $112,347 at 6%; with 100% employer match about $126,391 at 4% or $84,260 at 6%.
Capstone Direct Inc. Retirement Trust-8$265,708$80,890$10,111iApproximate average salary by contribution assumption: employee only about $252,781 at 4% or $168,521 at 6%; with 50% employer match about $168,521 at 4% or $112,347 at 6%; with 100% employer match about $126,391 at 4% or $84,260 at 6%.
201615$184,093$108,761$21,752iApproximate average salary by contribution assumption: employee only about $543,805 at 4% or $362,537 at 6%; with 50% employer match about $362,537 at 4% or $241,691 at 6%; with 100% employer match about $271,903 at 4% or $181,268 at 6%.
Capstone Direct Inc. Retirement Trust-5$184,093$108,761$21,752iApproximate average salary by contribution assumption: employee only about $543,805 at 4% or $362,537 at 6%; with 50% employer match about $362,537 at 4% or $241,691 at 6%; with 100% employer match about $271,903 at 4% or $181,268 at 6%.
201516$65,201$41,894$6,982iApproximate average salary by contribution assumption: employee only about $174,558 at 4% or $116,372 at 6%; with 50% employer match about $116,372 at 4% or $77,581 at 6%; with 100% employer match about $87,279 at 4% or $58,186 at 6%.
Capstone Direct Inc. Retirement Trust-6$65,201$41,894$6,982iApproximate average salary by contribution assumption: employee only about $174,558 at 4% or $116,372 at 6%; with 50% employer match about $116,372 at 4% or $77,581 at 6%; with 100% employer match about $87,279 at 4% or $58,186 at 6%.
201413$24,520$16,417$5,472iApproximate average salary by contribution assumption: employee only about $136,808 at 4% or $91,206 at 6%; with 50% employer match about $91,206 at 4% or $60,804 at 6%; with 100% employer match about $68,404 at 4% or $45,603 at 6%.
Capstone Direct Inc. Retirement Trust-3$24,520$16,417$5,472iApproximate average salary by contribution assumption: employee only about $136,808 at 4% or $91,206 at 6%; with 50% employer match about $91,206 at 4% or $60,804 at 6%; with 100% employer match about $68,404 at 4% or $45,603 at 6%.
201313$8,294$7,908$2,636iApproximate average salary by contribution assumption: employee only about $65,900 at 4% or $43,933 at 6%; with 50% employer match about $43,933 at 4% or $29,289 at 6%; with 100% employer match about $32,950 at 4% or $21,967 at 6%.
Capstone Direct Inc. Retirement Trust-3$8,294$7,908$2,636iApproximate average salary by contribution assumption: employee only about $65,900 at 4% or $43,933 at 6%; with 50% employer match about $43,933 at 4% or $29,289 at 6%; with 100% employer match about $32,950 at 4% or $21,967 at 6%.