CAPTIAL ADVIOSRS, INC.
Plan context: Capital Advisors Inc, Profit Sharing Plan
EIN 23-2215400 • Lancaster, PA • 16 filings • 11 plans
Current Snapshot
Latest Year
2009
2009 Participants
4
2009 Assets
$2,277,250
2009 Contributions
$150,854
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 |
|---|---|---|---|---|---|
| 2009 | 1 | 0 | $0 | $0 | - |
| Capital Advisors Inc, Profit Sharing Plan | - | 0 | - | - | - |
| 2008 | 1 | 4 | $2,277,250 | $150,854 | $37,714iApproximate average salary by contribution assumption: employee only about $942,838 at 4% or $628,558 at 6%; with 50% employer match about $628,558 at 4% or $419,039 at 6%; with 100% employer match about $471,419 at 4% or $314,279 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 4 | $2,277,250 | $150,854 | $37,714iApproximate average salary by contribution assumption: employee only about $942,838 at 4% or $628,558 at 6%; with 50% employer match about $628,558 at 4% or $419,039 at 6%; with 100% employer match about $471,419 at 4% or $314,279 at 6%. |
| 2007 | 1 | 5 | $0 | $0 | - |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | - | - | - |
| 2006 | 1 | 5 | $2,041,575 | $123,942 | $24,788iApproximate average salary by contribution assumption: employee only about $619,710 at 4% or $413,140 at 6%; with 50% employer match about $413,140 at 4% or $275,427 at 6%; with 100% employer match about $309,855 at 4% or $206,570 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | $2,041,575 | $123,942 | $24,788iApproximate average salary by contribution assumption: employee only about $619,710 at 4% or $413,140 at 6%; with 50% employer match about $413,140 at 4% or $275,427 at 6%; with 100% employer match about $309,855 at 4% or $206,570 at 6%. |
| 2005 | 1 | 5 | $0 | $0 | - |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | - | - | - |
| 2004 | 1 | 5 | $1,693,628 | $99,720 | $19,944iApproximate average salary by contribution assumption: employee only about $498,600 at 4% or $332,400 at 6%; with 50% employer match about $332,400 at 4% or $221,600 at 6%; with 100% employer match about $249,300 at 4% or $166,200 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | $1,693,628 | $99,720 | $19,944iApproximate average salary by contribution assumption: employee only about $498,600 at 4% or $332,400 at 6%; with 50% employer match about $332,400 at 4% or $221,600 at 6%; with 100% employer match about $249,300 at 4% or $166,200 at 6%. |
| 2003 | 2 | 5 | $1,605,710 | $75,073 | $15,015iApproximate average salary by contribution assumption: employee only about $375,365 at 4% or $250,243 at 6%; with 50% employer match about $250,243 at 4% or $166,829 at 6%; with 100% employer match about $187,683 at 4% or $125,122 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | $1,605,710 | $75,073 | $15,015iApproximate average salary by contribution assumption: employee only about $375,365 at 4% or $250,243 at 6%; with 50% employer match about $250,243 at 4% or $166,829 at 6%; with 100% employer match about $187,683 at 4% or $125,122 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | - | - | - |
| 2002 | 2 | 5 | $1,478,578 | $0 | - |
| Capital Advisors Inc, Profit Sharing Plan | - | 5 | $1,478,578 | - | - |
| CAPITAL ADVISORS, INC. MONEY PURCHASE PENSION PLAN | - | 5 | - | - | - |
| 2001 | 2 | 4 | $0 | $0 | - |
| CAPITAL ADVISORS, INC. MONEY PURCHASE PENSION PLAN | - | 4 | - | - | - |
| Capital Advisors Inc, Profit Sharing Plan | - | 4 | - | - | - |
| 2000 | 2 | 3 | $1,269,391 | $83,279 | $27,760iApproximate average salary by contribution assumption: employee only about $693,992 at 4% or $462,661 at 6%; with 50% employer match about $462,661 at 4% or $308,441 at 6%; with 100% employer match about $346,996 at 4% or $231,331 at 6%. |
| CAPITAL ADVISORS, INC. MONEY PURCHASE PLAN | - | 3 | $851,197 | $41,312 | $13,771iApproximate average salary by contribution assumption: employee only about $344,267 at 4% or $229,511 at 6%; with 50% employer match about $229,511 at 4% or $153,007 at 6%; with 100% employer match about $172,133 at 4% or $114,756 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 3 | $418,194 | $41,967 | $13,989iApproximate average salary by contribution assumption: employee only about $349,725 at 4% or $233,150 at 6%; with 50% employer match about $233,150 at 4% or $155,433 at 6%; with 100% employer match about $174,863 at 4% or $116,575 at 6%. |
| 1999 | 2 | 4 | $1,239,192 | $72,087 | $18,022iApproximate average salary by contribution assumption: employee only about $450,544 at 4% or $300,363 at 6%; with 50% employer match about $300,363 at 4% or $200,242 at 6%; with 100% employer match about $225,272 at 4% or $150,181 at 6%. |
| Capital Advisors Inc. Money Purchase Pension Plan | - | 4 | $823,307 | $36,835 | $9,209iApproximate average salary by contribution assumption: employee only about $230,219 at 4% or $153,479 at 6%; with 50% employer match about $153,479 at 4% or $102,319 at 6%; with 100% employer match about $115,109 at 4% or $76,740 at 6%. |
| Capital Advisors Inc, Profit Sharing Plan | - | 4 | $415,885 | $35,252 | $8,813iApproximate average salary by contribution assumption: employee only about $220,325 at 4% or $146,883 at 6%; with 50% employer match about $146,883 at 4% or $97,922 at 6%; with 100% employer match about $110,163 at 4% or $73,442 at 6%. |