Civic Intelligence

Capstone Investment Advisors LLC

Plan context: Capstone Investment Advisors LLC 401(K) Profit Sharing Plan

EIN 20-8601093 • New York, NY • 15 filings • 5 plans

250 Greenwich St30th FloorNew York, NY 10007
Current Snapshot

Latest Year

2024

2024 Participants

194

2024 Assets

$28,867,776

2024 Contributions

$5,232,821

Historical Graphs

Total Assets Over Time

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

$28,867,776$14,433,888$0201120162024YearValue
$28,867,776Latest year 2024

Participants Over Time

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

194970201120162024YearValue
194Latest 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
20242194$28,867,776$5,232,821$26,973iApproximate average salary by contribution assumption: employee only about $674,333 at 4% or $449,555 at 6%; with 50% employer match about $449,555 at 4% or $299,703 at 6%; with 100% employer match about $337,166 at 4% or $224,778 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-191$28,867,776$5,232,821$27,397iApproximate average salary by contribution assumption: employee only about $684,924 at 4% or $456,616 at 6%; with 50% employer match about $456,616 at 4% or $304,411 at 6%; with 100% employer match about $342,462 at 4% or $228,308 at 6%.
Capstone Investment Advisors Health and Welfare Plan-194---
20232165$21,622,339$3,446,644$20,889iApproximate average salary by contribution assumption: employee only about $522,219 at 4% or $348,146 at 6%; with 50% employer match about $348,146 at 4% or $232,097 at 6%; with 100% employer match about $261,109 at 4% or $174,073 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-165$21,622,339$3,446,644$20,889iApproximate average salary by contribution assumption: employee only about $522,219 at 4% or $348,146 at 6%; with 50% employer match about $348,146 at 4% or $232,097 at 6%; with 100% employer match about $261,109 at 4% or $174,073 at 6%.
Capstone Investment Advisors Health and Welfare Plan-161---
20222157$17,067,895$3,532,005$22,497iApproximate average salary by contribution assumption: employee only about $562,421 at 4% or $374,947 at 6%; with 50% employer match about $374,947 at 4% or $249,965 at 6%; with 100% employer match about $281,211 at 4% or $187,474 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-157$17,067,895$3,532,005$22,497iApproximate average salary by contribution assumption: employee only about $562,421 at 4% or $374,947 at 6%; with 50% employer match about $374,947 at 4% or $249,965 at 6%; with 100% employer match about $281,211 at 4% or $187,474 at 6%.
Capstone Investment Advisors Health and Welfare Plan-156---
201910$0$0-
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-0$0--
2018122$712,948$856,212$38,919iApproximate average salary by contribution assumption: employee only about $972,968 at 4% or $648,645 at 6%; with 50% employer match about $648,645 at 4% or $432,430 at 6%; with 100% employer match about $486,484 at 4% or $324,323 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-22$712,948$856,212$38,919iApproximate average salary by contribution assumption: employee only about $972,968 at 4% or $648,645 at 6%; with 50% employer match about $648,645 at 4% or $432,430 at 6%; with 100% employer match about $486,484 at 4% or $324,323 at 6%.
2017186$8,082,617$1,241,217$14,433iApproximate average salary by contribution assumption: employee only about $360,819 at 4% or $240,546 at 6%; with 50% employer match about $240,546 at 4% or $160,364 at 6%; with 100% employer match about $180,409 at 4% or $120,273 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-86$8,082,617$1,241,217$14,433iApproximate average salary by contribution assumption: employee only about $360,819 at 4% or $240,546 at 6%; with 50% employer match about $240,546 at 4% or $160,364 at 6%; with 100% employer match about $180,409 at 4% or $120,273 at 6%.
2016183$6,498,012$1,147,298$13,823iApproximate average salary by contribution assumption: employee only about $345,572 at 4% or $230,381 at 6%; with 50% employer match about $230,381 at 4% or $153,587 at 6%; with 100% employer match about $172,786 at 4% or $115,191 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-83$6,498,012$1,147,298$13,823iApproximate average salary by contribution assumption: employee only about $345,572 at 4% or $230,381 at 6%; with 50% employer match about $230,381 at 4% or $153,587 at 6%; with 100% employer match about $172,786 at 4% or $115,191 at 6%.
2015178$5,316,102$1,109,152$14,220iApproximate average salary by contribution assumption: employee only about $355,497 at 4% or $236,998 at 6%; with 50% employer match about $236,998 at 4% or $157,999 at 6%; with 100% employer match about $177,749 at 4% or $118,499 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-78$5,316,102$1,109,152$14,220iApproximate average salary by contribution assumption: employee only about $355,497 at 4% or $236,998 at 6%; with 50% employer match about $236,998 at 4% or $157,999 at 6%; with 100% employer match about $177,749 at 4% or $118,499 at 6%.
2014174$5,136,217$1,410,984$19,067iApproximate average salary by contribution assumption: employee only about $476,684 at 4% or $317,789 at 6%; with 50% employer match about $317,789 at 4% or $211,859 at 6%; with 100% employer match about $238,342 at 4% or $158,895 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-74$5,136,217$1,410,984$19,067iApproximate average salary by contribution assumption: employee only about $476,684 at 4% or $317,789 at 6%; with 50% employer match about $317,789 at 4% or $211,859 at 6%; with 100% employer match about $238,342 at 4% or $158,895 at 6%.
2013159$3,558,444$801,934$13,592iApproximate average salary by contribution assumption: employee only about $339,803 at 4% or $226,535 at 6%; with 50% employer match about $226,535 at 4% or $151,023 at 6%; with 100% employer match about $169,901 at 4% or $113,268 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-59$3,558,444$801,934$13,592iApproximate average salary by contribution assumption: employee only about $339,803 at 4% or $226,535 at 6%; with 50% employer match about $226,535 at 4% or $151,023 at 6%; with 100% employer match about $169,901 at 4% or $113,268 at 6%.
2012155$2,606,045$630,049$11,455iApproximate average salary by contribution assumption: employee only about $286,386 at 4% or $190,924 at 6%; with 50% employer match about $190,924 at 4% or $127,283 at 6%; with 100% employer match about $143,193 at 4% or $95,462 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-55$2,606,045$630,049$11,455iApproximate average salary by contribution assumption: employee only about $286,386 at 4% or $190,924 at 6%; with 50% employer match about $190,924 at 4% or $127,283 at 6%; with 100% employer match about $143,193 at 4% or $95,462 at 6%.
2011162$2,258,910$478,296$7,714iApproximate average salary by contribution assumption: employee only about $192,861 at 4% or $128,574 at 6%; with 50% employer match about $128,574 at 4% or $85,716 at 6%; with 100% employer match about $96,431 at 4% or $64,287 at 6%.
Capstone Investment Advisors LLC 401(K) Profit Sharing Plan-62$2,258,910$478,296$7,714iApproximate average salary by contribution assumption: employee only about $192,861 at 4% or $128,574 at 6%; with 50% employer match about $128,574 at 4% or $85,716 at 6%; with 100% employer match about $96,431 at 4% or $64,287 at 6%.