Capozzi and Associates PC.
Plan context: Capozzi and Associates PC. Retirement Savings Plan
EIN 23-2911821 • Harrisburg, PA • 30 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
25
2024 Assets
$5,741,502
2024 Contributions
$836,559
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 |
|---|---|---|---|---|---|
| 2024 | 2 | 25 | $5,741,502 | $836,559 | $33,462iApproximate average salary by contribution assumption: employee only about $836,559 at 4% or $557,706 at 6%; with 50% employer match about $557,706 at 4% or $371,804 at 6%; with 100% employer match about $418,280 at 4% or $278,853 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 23 | $5,740,907 | $348,504 | $15,152iApproximate average salary by contribution assumption: employee only about $378,809 at 4% or $252,539 at 6%; with 50% employer match about $252,539 at 4% or $168,359 at 6%; with 100% employer match about $189,404 at 4% or $126,270 at 6%. |
| Capozzi Adler PC Employee Benefit Plan | - | 25 | $595 | $488,055 | $19,522iApproximate average salary by contribution assumption: employee only about $488,055 at 4% or $325,370 at 6%; with 50% employer match about $325,370 at 4% or $216,913 at 6%; with 100% employer match about $244,028 at 4% or $162,685 at 6%. |
| 2023 | 2 | 24 | $4,801,432 | $722,055 | $30,086iApproximate average salary by contribution assumption: employee only about $752,141 at 4% or $501,427 at 6%; with 50% employer match about $501,427 at 4% or $334,285 at 6%; with 100% employer match about $376,070 at 4% or $250,714 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 23 | $4,784,449 | $329,726 | $14,336iApproximate average salary by contribution assumption: employee only about $358,398 at 4% or $238,932 at 6%; with 50% employer match about $238,932 at 4% or $159,288 at 6%; with 100% employer match about $179,199 at 4% or $119,466 at 6%. |
| Capozzi Adler PC Employee Benefit Plan | - | 24 | $16,983 | $392,329 | $16,347iApproximate average salary by contribution assumption: employee only about $408,676 at 4% or $272,451 at 6%; with 50% employer match about $272,451 at 4% or $181,634 at 6%; with 100% employer match about $204,338 at 4% or $136,225 at 6%. |
| 2022 | 2 | 24 | $3,981,555 | $1,376,244 | $57,344iApproximate average salary by contribution assumption: employee only about $1,433,588 at 4% or $955,725 at 6%; with 50% employer match about $955,725 at 4% or $637,150 at 6%; with 100% employer match about $716,794 at 4% or $477,863 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 24 | $3,980,095 | $1,070,324 | $44,597iApproximate average salary by contribution assumption: employee only about $1,114,921 at 4% or $743,281 at 6%; with 50% employer match about $743,281 at 4% or $495,520 at 6%; with 100% employer match about $557,460 at 4% or $371,640 at 6%. |
| Capozzi Adler PC Employee Benefit Plan | - | 20 | $1,460 | $305,920 | $15,296iApproximate average salary by contribution assumption: employee only about $382,400 at 4% or $254,933 at 6%; with 50% employer match about $254,933 at 4% or $169,956 at 6%; with 100% employer match about $191,200 at 4% or $127,467 at 6%. |
| 2021 | 2 | 27 | $4,764,498 | $777,236 | $28,787iApproximate average salary by contribution assumption: employee only about $719,663 at 4% or $479,775 at 6%; with 50% employer match about $479,775 at 4% or $319,850 at 6%; with 100% employer match about $359,831 at 4% or $239,888 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 23 | $4,752,713 | $548,923 | $23,866iApproximate average salary by contribution assumption: employee only about $596,655 at 4% or $397,770 at 6%; with 50% employer match about $397,770 at 4% or $265,180 at 6%; with 100% employer match about $298,328 at 4% or $198,885 at 6%. |
| Capozzi Adler PC Employee Benefit Plan | - | 27 | $11,785 | $228,313 | $8,456iApproximate average salary by contribution assumption: employee only about $211,401 at 4% or $140,934 at 6%; with 50% employer match about $140,934 at 4% or $93,956 at 6%; with 100% employer match about $105,700 at 4% or $70,467 at 6%. |
| 2020 | 2 | 24 | $3,889,764 | $485,083 | $20,212iApproximate average salary by contribution assumption: employee only about $505,295 at 4% or $336,863 at 6%; with 50% employer match about $336,863 at 4% or $224,575 at 6%; with 100% employer match about $252,647 at 4% or $168,432 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 21 | $3,886,263 | $262,232 | $12,487iApproximate average salary by contribution assumption: employee only about $312,181 at 4% or $208,121 at 6%; with 50% employer match about $208,121 at 4% or $138,747 at 6%; with 100% employer match about $156,090 at 4% or $104,060 at 6%. |
| Capozzi Adler PC Employee Benefit Plan | - | 24 | $3,501 | $222,851 | $9,285iApproximate average salary by contribution assumption: employee only about $232,136 at 4% or $154,758 at 6%; with 50% employer match about $154,758 at 4% or $103,172 at 6%; with 100% employer match about $116,068 at 4% or $77,379 at 6%. |
| 2019 | 1 | 21 | $3,147,648 | $245,978 | $11,713iApproximate average salary by contribution assumption: employee only about $292,831 at 4% or $195,221 at 6%; with 50% employer match about $195,221 at 4% or $130,147 at 6%; with 100% employer match about $146,415 at 4% or $97,610 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 21 | $3,147,648 | $245,978 | $11,713iApproximate average salary by contribution assumption: employee only about $292,831 at 4% or $195,221 at 6%; with 50% employer match about $195,221 at 4% or $130,147 at 6%; with 100% employer match about $146,415 at 4% or $97,610 at 6%. |
| 2018 | 1 | 26 | $2,412,167 | $228,107 | $8,773iApproximate average salary by contribution assumption: employee only about $219,334 at 4% or $146,222 at 6%; with 50% employer match about $146,222 at 4% or $97,482 at 6%; with 100% employer match about $109,667 at 4% or $73,111 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 26 | $2,412,167 | $228,107 | $8,773iApproximate average salary by contribution assumption: employee only about $219,334 at 4% or $146,222 at 6%; with 50% employer match about $146,222 at 4% or $97,482 at 6%; with 100% employer match about $109,667 at 4% or $73,111 at 6%. |
| 2017 | 1 | 24 | $2,331,754 | $212,677 | $8,862iApproximate average salary by contribution assumption: employee only about $221,539 at 4% or $147,692 at 6%; with 50% employer match about $147,692 at 4% or $98,462 at 6%; with 100% employer match about $110,769 at 4% or $73,846 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 24 | $2,331,754 | $212,677 | $8,862iApproximate average salary by contribution assumption: employee only about $221,539 at 4% or $147,692 at 6%; with 50% employer match about $147,692 at 4% or $98,462 at 6%; with 100% employer match about $110,769 at 4% or $73,846 at 6%. |
| 2016 | 1 | 22 | $1,806,353 | $234,682 | $10,667iApproximate average salary by contribution assumption: employee only about $266,684 at 4% or $177,789 at 6%; with 50% employer match about $177,789 at 4% or $118,526 at 6%; with 100% employer match about $133,342 at 4% or $88,895 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 22 | $1,806,353 | $234,682 | $10,667iApproximate average salary by contribution assumption: employee only about $266,684 at 4% or $177,789 at 6%; with 50% employer match about $177,789 at 4% or $118,526 at 6%; with 100% employer match about $133,342 at 4% or $88,895 at 6%. |
| 2015 | 1 | 18 | $1,467,587 | $181,300 | $10,072iApproximate average salary by contribution assumption: employee only about $251,806 at 4% or $167,870 at 6%; with 50% employer match about $167,870 at 4% or $111,914 at 6%; with 100% employer match about $125,903 at 4% or $83,935 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 18 | $1,467,587 | $181,300 | $10,072iApproximate average salary by contribution assumption: employee only about $251,806 at 4% or $167,870 at 6%; with 50% employer match about $167,870 at 4% or $111,914 at 6%; with 100% employer match about $125,903 at 4% or $83,935 at 6%. |
| 2014 | 1 | 22 | $1,381,660 | $169,400 | $7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 22 | $1,381,660 | $169,400 | $7,700iApproximate average salary by contribution assumption: employee only about $192,500 at 4% or $128,333 at 6%; with 50% employer match about $128,333 at 4% or $85,556 at 6%; with 100% employer match about $96,250 at 4% or $64,167 at 6%. |
| 2013 | 1 | 27 | $1,143,726 | $157,030 | $5,816iApproximate average salary by contribution assumption: employee only about $145,398 at 4% or $96,932 at 6%; with 50% employer match about $96,932 at 4% or $64,621 at 6%; with 100% employer match about $72,699 at 4% or $48,466 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 27 | $1,143,726 | $157,030 | $5,816iApproximate average salary by contribution assumption: employee only about $145,398 at 4% or $96,932 at 6%; with 50% employer match about $96,932 at 4% or $64,621 at 6%; with 100% employer match about $72,699 at 4% or $48,466 at 6%. |
| 2012 | 1 | 20 | $867,526 | $167,556 | $8,378iApproximate average salary by contribution assumption: employee only about $209,445 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,722 at 4% or $69,815 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 20 | $867,526 | $167,556 | $8,378iApproximate average salary by contribution assumption: employee only about $209,445 at 4% or $139,630 at 6%; with 50% employer match about $139,630 at 4% or $93,087 at 6%; with 100% employer match about $104,722 at 4% or $69,815 at 6%. |
| 2011 | 1 | 17 | $708,817 | $111,087 | $6,535iApproximate average salary by contribution assumption: employee only about $163,363 at 4% or $108,909 at 6%; with 50% employer match about $108,909 at 4% or $72,606 at 6%; with 100% employer match about $81,682 at 4% or $54,454 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 17 | $708,817 | $111,087 | $6,535iApproximate average salary by contribution assumption: employee only about $163,363 at 4% or $108,909 at 6%; with 50% employer match about $108,909 at 4% or $72,606 at 6%; with 100% employer match about $81,682 at 4% or $54,454 at 6%. |
| 2010 | 1 | 17 | $597,910 | $74,720 | $4,395iApproximate average salary by contribution assumption: employee only about $109,882 at 4% or $73,255 at 6%; with 50% employer match about $73,255 at 4% or $48,837 at 6%; with 100% employer match about $54,941 at 4% or $36,627 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 17 | $597,910 | $74,720 | $4,395iApproximate average salary by contribution assumption: employee only about $109,882 at 4% or $73,255 at 6%; with 50% employer match about $73,255 at 4% or $48,837 at 6%; with 100% employer match about $54,941 at 4% or $36,627 at 6%. |
| 2009 | 1 | 16 | $488,347 | $75,344 | $4,709iApproximate average salary by contribution assumption: employee only about $117,725 at 4% or $78,483 at 6%; with 50% employer match about $78,483 at 4% or $52,322 at 6%; with 100% employer match about $58,863 at 4% or $39,242 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 16 | $488,347 | $75,344 | $4,709iApproximate average salary by contribution assumption: employee only about $117,725 at 4% or $78,483 at 6%; with 50% employer match about $78,483 at 4% or $52,322 at 6%; with 100% employer match about $58,863 at 4% or $39,242 at 6%. |
| 2008 | 1 | 12 | $312,164 | $66,295 | $5,525iApproximate average salary by contribution assumption: employee only about $138,115 at 4% or $92,076 at 6%; with 50% employer match about $92,076 at 4% or $61,384 at 6%; with 100% employer match about $69,057 at 4% or $46,038 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 12 | $312,164 | $66,295 | $5,525iApproximate average salary by contribution assumption: employee only about $138,115 at 4% or $92,076 at 6%; with 50% employer match about $92,076 at 4% or $61,384 at 6%; with 100% employer match about $69,057 at 4% or $46,038 at 6%. |
| 2007 | 1 | 9 | $420,961 | $50,750 | $5,639iApproximate average salary by contribution assumption: employee only about $140,972 at 4% or $93,981 at 6%; with 50% employer match about $93,981 at 4% or $62,654 at 6%; with 100% employer match about $70,486 at 4% or $46,991 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 9 | $420,961 | $50,750 | $5,639iApproximate average salary by contribution assumption: employee only about $140,972 at 4% or $93,981 at 6%; with 50% employer match about $93,981 at 4% or $62,654 at 6%; with 100% employer match about $70,486 at 4% or $46,991 at 6%. |
| 2006 | 1 | 9 | $349,459 | $47,605 | $5,289iApproximate average salary by contribution assumption: employee only about $132,236 at 4% or $88,157 at 6%; with 50% employer match about $88,157 at 4% or $58,772 at 6%; with 100% employer match about $66,118 at 4% or $44,079 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 9 | $349,459 | $47,605 | $5,289iApproximate average salary by contribution assumption: employee only about $132,236 at 4% or $88,157 at 6%; with 50% employer match about $88,157 at 4% or $58,772 at 6%; with 100% employer match about $66,118 at 4% or $44,079 at 6%. |
| 2005 | 1 | 12 | $281,642 | $51,894 | $4,325iApproximate average salary by contribution assumption: employee only about $108,113 at 4% or $72,075 at 6%; with 50% employer match about $72,075 at 4% or $48,050 at 6%; with 100% employer match about $54,056 at 4% or $36,038 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 12 | $281,642 | $51,894 | $4,325iApproximate average salary by contribution assumption: employee only about $108,113 at 4% or $72,075 at 6%; with 50% employer match about $72,075 at 4% or $48,050 at 6%; with 100% employer match about $54,056 at 4% or $36,038 at 6%. |
| 2004 | 1 | 10 | $233,316 | $42,647 | $4,265iApproximate average salary by contribution assumption: employee only about $106,618 at 4% or $71,078 at 6%; with 50% employer match about $71,078 at 4% or $47,386 at 6%; with 100% employer match about $53,309 at 4% or $35,539 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 10 | $233,316 | $42,647 | $4,265iApproximate average salary by contribution assumption: employee only about $106,618 at 4% or $71,078 at 6%; with 50% employer match about $71,078 at 4% or $47,386 at 6%; with 100% employer match about $53,309 at 4% or $35,539 at 6%. |
| 2003 | 1 | 10 | $189,764 | $47,538 | $4,754iApproximate average salary by contribution assumption: employee only about $118,845 at 4% or $79,230 at 6%; with 50% employer match about $79,230 at 4% or $52,820 at 6%; with 100% employer match about $59,423 at 4% or $39,615 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 10 | $189,764 | $47,538 | $4,754iApproximate average salary by contribution assumption: employee only about $118,845 at 4% or $79,230 at 6%; with 50% employer match about $79,230 at 4% or $52,820 at 6%; with 100% employer match about $59,423 at 4% or $39,615 at 6%. |
| 2002 | 1 | 9 | $141,125 | $42,050 | $4,672iApproximate average salary by contribution assumption: employee only about $116,806 at 4% or $77,870 at 6%; with 50% employer match about $77,870 at 4% or $51,914 at 6%; with 100% employer match about $58,403 at 4% or $38,935 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 9 | $141,125 | $42,050 | $4,672iApproximate average salary by contribution assumption: employee only about $116,806 at 4% or $77,870 at 6%; with 50% employer match about $77,870 at 4% or $51,914 at 6%; with 100% employer match about $58,403 at 4% or $38,935 at 6%. |
| 2001 | 1 | 9 | $145,088 | $40,404 | $4,489iApproximate average salary by contribution assumption: employee only about $112,233 at 4% or $74,822 at 6%; with 50% employer match about $74,822 at 4% or $49,881 at 6%; with 100% employer match about $56,117 at 4% or $37,411 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 9 | $145,088 | $40,404 | $4,489iApproximate average salary by contribution assumption: employee only about $112,233 at 4% or $74,822 at 6%; with 50% employer match about $74,822 at 4% or $49,881 at 6%; with 100% employer match about $56,117 at 4% or $37,411 at 6%. |
| 2000 | 1 | 10 | $138,844 | $43,593 | $4,359iApproximate average salary by contribution assumption: employee only about $108,983 at 4% or $72,655 at 6%; with 50% employer match about $72,655 at 4% or $48,437 at 6%; with 100% employer match about $54,491 at 4% or $36,328 at 6%. |
| Capozzi and Associates PC. Retirement Savings Plan | - | 10 | $138,844 | $43,593 | $4,359iApproximate average salary by contribution assumption: employee only about $108,983 at 4% or $72,655 at 6%; with 50% employer match about $72,655 at 4% or $48,437 at 6%; with 100% employer match about $54,491 at 4% or $36,328 at 6%. |