Civic Intelligence

Capital Resource Advisors

Plan context: Capital Resource Investments II LLC 401 K Plan

EIN 22-3677006 • Darien, CT • 17 filings • 8 plans

3 Parklands DriveSuite 203Darien, CT 06820
Current Snapshot

Latest Year

2015

2015 Participants

59

2015 Assets

$7,283,038

2015 Contributions

$362,194

Historical Graphs

Total Assets Over Time

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

$14,082,951$7,041,476$0199920092015YearValue
$7,283,038Latest year 2015

Participants Over Time

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

130650199920072015YearValue
59Latest year 2015

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
2015159$7,283,038$362,194$6,139iApproximate average salary by contribution assumption: employee only about $153,472 at 4% or $102,315 at 6%; with 50% employer match about $102,315 at 4% or $68,210 at 6%; with 100% employer match about $76,736 at 4% or $51,157 at 6%.
Capital Resource Investments II LLC 401 K Plan-59$7,283,038$362,194$6,139iApproximate average salary by contribution assumption: employee only about $153,472 at 4% or $102,315 at 6%; with 50% employer match about $102,315 at 4% or $68,210 at 6%; with 100% employer match about $76,736 at 4% or $51,157 at 6%.
2014175$8,994,212$299,403$3,992iApproximate average salary by contribution assumption: employee only about $99,801 at 4% or $66,534 at 6%; with 50% employer match about $66,534 at 4% or $44,356 at 6%; with 100% employer match about $49,901 at 4% or $33,267 at 6%.
Capital Resource Investments II LLC 401 K Plan-75$8,994,212$299,403$3,992iApproximate average salary by contribution assumption: employee only about $99,801 at 4% or $66,534 at 6%; with 50% employer match about $66,534 at 4% or $44,356 at 6%; with 100% employer match about $49,901 at 4% or $33,267 at 6%.
2013125$12,789,127$288,469$11,539iApproximate average salary by contribution assumption: employee only about $288,469 at 4% or $192,313 at 6%; with 50% employer match about $192,313 at 4% or $128,208 at 6%; with 100% employer match about $144,235 at 4% or $96,156 at 6%.
Capital Resource Investments II LLC 401 K Plan-25$12,789,127$288,469$11,539iApproximate average salary by contribution assumption: employee only about $288,469 at 4% or $192,313 at 6%; with 50% employer match about $192,313 at 4% or $128,208 at 6%; with 100% employer match about $144,235 at 4% or $96,156 at 6%.
2012120$12,956,142$358,855$17,943iApproximate average salary by contribution assumption: employee only about $448,569 at 4% or $299,046 at 6%; with 50% employer match about $299,046 at 4% or $199,364 at 6%; with 100% employer match about $224,284 at 4% or $149,523 at 6%.
Capital Resource Investments II LLC 401 K Plan-20$12,956,142$358,855$17,943iApproximate average salary by contribution assumption: employee only about $448,569 at 4% or $299,046 at 6%; with 50% employer match about $299,046 at 4% or $199,364 at 6%; with 100% employer match about $224,284 at 4% or $149,523 at 6%.
2011191$13,261,935$1,042,717$11,458iApproximate average salary by contribution assumption: employee only about $286,461 at 4% or $190,974 at 6%; with 50% employer match about $190,974 at 4% or $127,316 at 6%; with 100% employer match about $143,230 at 4% or $95,487 at 6%.
Capital Resource Investments II LLC 401 K Plan-91$13,261,935$1,042,717$11,458iApproximate average salary by contribution assumption: employee only about $286,461 at 4% or $190,974 at 6%; with 50% employer match about $190,974 at 4% or $127,316 at 6%; with 100% employer match about $143,230 at 4% or $95,487 at 6%.
2010194$14,082,951$1,189,305$12,652iApproximate average salary by contribution assumption: employee only about $316,305 at 4% or $210,870 at 6%; with 50% employer match about $210,870 at 4% or $140,580 at 6%; with 100% employer match about $158,152 at 4% or $105,435 at 6%.
Capital Resource Investments II LLC 401 K Plan-94$14,082,951$1,189,305$12,652iApproximate average salary by contribution assumption: employee only about $316,305 at 4% or $210,870 at 6%; with 50% employer match about $210,870 at 4% or $140,580 at 6%; with 100% employer match about $158,152 at 4% or $105,435 at 6%.
20091101$12,005,993$1,293,968$12,812iApproximate average salary by contribution assumption: employee only about $320,289 at 4% or $213,526 at 6%; with 50% employer match about $213,526 at 4% or $142,351 at 6%; with 100% employer match about $160,145 at 4% or $106,763 at 6%.
Capital Resource Investments II LLC 401 K Plan-101$12,005,993$1,293,968$12,812iApproximate average salary by contribution assumption: employee only about $320,289 at 4% or $213,526 at 6%; with 50% employer match about $213,526 at 4% or $142,351 at 6%; with 100% employer match about $160,145 at 4% or $106,763 at 6%.
20071111$12,372,732$1,310,941$11,810iApproximate average salary by contribution assumption: employee only about $295,257 at 4% or $196,838 at 6%; with 50% employer match about $196,838 at 4% or $131,225 at 6%; with 100% employer match about $147,628 at 4% or $98,419 at 6%.
Capital Resource Investments II LLC 401 K Plan-111$12,372,732$1,310,941$11,810iApproximate average salary by contribution assumption: employee only about $295,257 at 4% or $196,838 at 6%; with 50% employer match about $196,838 at 4% or $131,225 at 6%; with 100% employer match about $147,628 at 4% or $98,419 at 6%.
2006198$10,586,083$1,061,790$10,835iApproximate average salary by contribution assumption: employee only about $270,865 at 4% or $180,577 at 6%; with 50% employer match about $180,577 at 4% or $120,384 at 6%; with 100% employer match about $135,432 at 4% or $90,288 at 6%.
Capital Resource Investments II LLC 401 K Plan-98$10,586,083$1,061,790$10,835iApproximate average salary by contribution assumption: employee only about $270,865 at 4% or $180,577 at 6%; with 50% employer match about $180,577 at 4% or $120,384 at 6%; with 100% employer match about $135,432 at 4% or $90,288 at 6%.
2005183$8,711,661$1,270,779$15,311iApproximate average salary by contribution assumption: employee only about $382,765 at 4% or $255,177 at 6%; with 50% employer match about $255,177 at 4% or $170,118 at 6%; with 100% employer match about $191,382 at 4% or $127,588 at 6%.
Capital Resource Investments II LLC 401 K Plan-83$8,711,661$1,270,779$15,311iApproximate average salary by contribution assumption: employee only about $382,765 at 4% or $255,177 at 6%; with 50% employer match about $255,177 at 4% or $170,118 at 6%; with 100% employer match about $191,382 at 4% or $127,588 at 6%.
2004182$8,025,208$948,410$11,566iApproximate average salary by contribution assumption: employee only about $289,149 at 4% or $192,766 at 6%; with 50% employer match about $192,766 at 4% or $128,511 at 6%; with 100% employer match about $144,575 at 4% or $96,383 at 6%.
CAPITAL RESOURCE ADVISORS, LLC 401K PLAN-82$8,025,208$948,410$11,566iApproximate average salary by contribution assumption: employee only about $289,149 at 4% or $192,766 at 6%; with 50% employer match about $192,766 at 4% or $128,511 at 6%; with 100% employer match about $144,575 at 4% or $96,383 at 6%.
20032114$7,517,274$1,053,957$9,245iApproximate average salary by contribution assumption: employee only about $231,131 at 4% or $154,087 at 6%; with 50% employer match about $154,087 at 4% or $102,725 at 6%; with 100% employer match about $115,565 at 4% or $77,044 at 6%.
CAPITAL RESOURCE ADVISORS, LLC 401K PLAN-114$7,517,274$1,053,957$9,245iApproximate average salary by contribution assumption: employee only about $231,131 at 4% or $154,087 at 6%; with 50% employer match about $154,087 at 4% or $102,725 at 6%; with 100% employer match about $115,565 at 4% or $77,044 at 6%.
CRA ROGERSCASEY HEALTH AND WELFARE PLAN-103---
20021130$5,538,457$1,063,879$8,184iApproximate average salary by contribution assumption: employee only about $204,592 at 4% or $136,395 at 6%; with 50% employer match about $136,395 at 4% or $90,930 at 6%; with 100% employer match about $102,296 at 4% or $68,197 at 6%.
CAPITAL RESOURCE INVESTMENTS II, LLC 401 K PLAN-130$5,538,457$1,063,879$8,184iApproximate average salary by contribution assumption: employee only about $204,592 at 4% or $136,395 at 6%; with 50% employer match about $136,395 at 4% or $90,930 at 6%; with 100% employer match about $102,296 at 4% or $68,197 at 6%.
2001179$0$0-
CAPITAL RESOURCE INVESTMENTS II, LLC 401 K PLAN-79---
2000152$0$0-
CAPITAL RESOURCE INVESTMENTS II, LLC 401K PLAN-52---
1999157$6,557,741$320,204$5,618iApproximate average salary by contribution assumption: employee only about $140,440 at 4% or $93,627 at 6%; with 50% employer match about $93,627 at 4% or $62,418 at 6%; with 100% employer match about $70,220 at 4% or $46,813 at 6%.
Capital Resource Investments II LLC 401 K Plan-57$6,557,741$320,204$5,618iApproximate average salary by contribution assumption: employee only about $140,440 at 4% or $93,627 at 6%; with 50% employer match about $93,627 at 4% or $62,418 at 6%; with 100% employer match about $70,220 at 4% or $46,813 at 6%.