Civic Intelligence

Capri & Associates Inc

Plan context: Capri & Associates Inc. 401(K) and Profit Sharing Plan

EIN 23-3095696 • Yardley, PA • 19 filings • 2 plans

P.O. Box 296Yardley, PA 19067
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$1,329,310

2024 Contributions

$96,453

Historical Graphs

Total Assets Over Time

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

$1,593,623$796,812$0201020182024YearValue
$1,329,310Latest year 2024

Participants Over Time

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

530200420162024YearValue
4Latest 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
202414$1,329,310$96,453$24,113iApproximate average salary by contribution assumption: employee only about $602,831 at 4% or $401,888 at 6%; with 50% employer match about $401,888 at 4% or $267,925 at 6%; with 100% employer match about $301,416 at 4% or $200,944 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$1,329,310$96,453$24,113iApproximate average salary by contribution assumption: employee only about $602,831 at 4% or $401,888 at 6%; with 50% employer match about $401,888 at 4% or $267,925 at 6%; with 100% employer match about $301,416 at 4% or $200,944 at 6%.
202314$1,102,573$90,247$22,562iApproximate average salary by contribution assumption: employee only about $564,044 at 4% or $376,029 at 6%; with 50% employer match about $376,029 at 4% or $250,686 at 6%; with 100% employer match about $282,022 at 4% or $188,015 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$1,102,573$90,247$22,562iApproximate average salary by contribution assumption: employee only about $564,044 at 4% or $376,029 at 6%; with 50% employer match about $376,029 at 4% or $250,686 at 6%; with 100% employer match about $282,022 at 4% or $188,015 at 6%.
202214$863,260$149,949$37,487iApproximate average salary by contribution assumption: employee only about $937,181 at 4% or $624,788 at 6%; with 50% employer match about $624,788 at 4% or $416,525 at 6%; with 100% employer match about $468,591 at 4% or $312,394 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$863,260$149,949$37,487iApproximate average salary by contribution assumption: employee only about $937,181 at 4% or $624,788 at 6%; with 50% employer match about $624,788 at 4% or $416,525 at 6%; with 100% employer match about $468,591 at 4% or $312,394 at 6%.
202114$891,597$87,608$21,902iApproximate average salary by contribution assumption: employee only about $547,550 at 4% or $365,033 at 6%; with 50% employer match about $365,033 at 4% or $243,356 at 6%; with 100% employer match about $273,775 at 4% or $182,517 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$891,597$87,608$21,902iApproximate average salary by contribution assumption: employee only about $547,550 at 4% or $365,033 at 6%; with 50% employer match about $365,033 at 4% or $243,356 at 6%; with 100% employer match about $273,775 at 4% or $182,517 at 6%.
202014$700,144$70,443$17,611iApproximate average salary by contribution assumption: employee only about $440,269 at 4% or $293,513 at 6%; with 50% employer match about $293,513 at 4% or $195,675 at 6%; with 100% employer match about $220,134 at 4% or $146,756 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$700,144$70,443$17,611iApproximate average salary by contribution assumption: employee only about $440,269 at 4% or $293,513 at 6%; with 50% employer match about $293,513 at 4% or $195,675 at 6%; with 100% employer match about $220,134 at 4% or $146,756 at 6%.
201914$540,032$66,374$16,594iApproximate average salary by contribution assumption: employee only about $414,838 at 4% or $276,558 at 6%; with 50% employer match about $276,558 at 4% or $184,372 at 6%; with 100% employer match about $207,419 at 4% or $138,279 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$540,032$66,374$16,594iApproximate average salary by contribution assumption: employee only about $414,838 at 4% or $276,558 at 6%; with 50% employer match about $276,558 at 4% or $184,372 at 6%; with 100% employer match about $207,419 at 4% or $138,279 at 6%.
201815$392,052$64,964$12,993iApproximate average salary by contribution assumption: employee only about $324,820 at 4% or $216,547 at 6%; with 50% employer match about $216,547 at 4% or $144,364 at 6%; with 100% employer match about $162,410 at 4% or $108,273 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-5$392,052$64,964$12,993iApproximate average salary by contribution assumption: employee only about $324,820 at 4% or $216,547 at 6%; with 50% employer match about $216,547 at 4% or $144,364 at 6%; with 100% employer match about $162,410 at 4% or $108,273 at 6%.
201715$363,243$65,016$13,003iApproximate average salary by contribution assumption: employee only about $325,080 at 4% or $216,720 at 6%; with 50% employer match about $216,720 at 4% or $144,480 at 6%; with 100% employer match about $162,540 at 4% or $108,360 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-5$363,243$65,016$13,003iApproximate average salary by contribution assumption: employee only about $325,080 at 4% or $216,720 at 6%; with 50% employer match about $216,720 at 4% or $144,480 at 6%; with 100% employer match about $162,540 at 4% or $108,360 at 6%.
201614$248,487$34,531$8,633iApproximate average salary by contribution assumption: employee only about $215,819 at 4% or $143,879 at 6%; with 50% employer match about $143,879 at 4% or $95,919 at 6%; with 100% employer match about $107,909 at 4% or $71,940 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-4$248,487$34,531$8,633iApproximate average salary by contribution assumption: employee only about $215,819 at 4% or $143,879 at 6%; with 50% employer match about $143,879 at 4% or $95,919 at 6%; with 100% employer match about $107,909 at 4% or $71,940 at 6%.
201513$198,249$56,372$18,791iApproximate average salary by contribution assumption: employee only about $469,767 at 4% or $313,178 at 6%; with 50% employer match about $313,178 at 4% or $208,785 at 6%; with 100% employer match about $234,883 at 4% or $156,589 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-3$198,249$56,372$18,791iApproximate average salary by contribution assumption: employee only about $469,767 at 4% or $313,178 at 6%; with 50% employer match about $313,178 at 4% or $208,785 at 6%; with 100% employer match about $234,883 at 4% or $156,589 at 6%.
201413$148,473$80,138$26,713iApproximate average salary by contribution assumption: employee only about $667,817 at 4% or $445,211 at 6%; with 50% employer match about $445,211 at 4% or $296,807 at 6%; with 100% employer match about $333,908 at 4% or $222,606 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-3$148,473$80,138$26,713iApproximate average salary by contribution assumption: employee only about $667,817 at 4% or $445,211 at 6%; with 50% employer match about $445,211 at 4% or $296,807 at 6%; with 100% employer match about $333,908 at 4% or $222,606 at 6%.
201313$62,999$62,106$20,702iApproximate average salary by contribution assumption: employee only about $517,550 at 4% or $345,033 at 6%; with 50% employer match about $345,033 at 4% or $230,022 at 6%; with 100% employer match about $258,775 at 4% or $172,517 at 6%.
Capri & Associates Inc. 401(K) and Profit Sharing Plan-3$62,999$62,106$20,702iApproximate average salary by contribution assumption: employee only about $517,550 at 4% or $345,033 at 6%; with 50% employer match about $345,033 at 4% or $230,022 at 6%; with 100% employer match about $258,775 at 4% or $172,517 at 6%.
201110$0$0-
Capri & Associates Inc Pension Plan and Trust-0---
201011$1,593,623$234,135$234,135iApproximate average salary by contribution assumption: employee only about $5,853,375 at 4% or $3,902,250 at 6%; with 50% employer match about $3,902,250 at 4% or $2,601,500 at 6%; with 100% employer match about $2,926,688 at 4% or $1,951,125 at 6%.
Capri & Associates Inc Pension Plan and Trust-1$1,593,623$234,135$234,135iApproximate average salary by contribution assumption: employee only about $5,853,375 at 4% or $3,902,250 at 6%; with 50% employer match about $3,902,250 at 4% or $2,601,500 at 6%; with 100% employer match about $2,926,688 at 4% or $1,951,125 at 6%.
200912$0$0-
Capri & Associates Inc Pension Plan and Trust-2---
200812$0$0-
Capri & Associates Inc Pension Plan and Trust-2---
200712$0$0-
Capri & Associates Inc Pension Plan and Trust-2---
200612$0$0-
Capri & Associates Inc Pension Plan and Trust-2---
200412$0$0-
Capri & Associates Inc Pension Plan and Trust-2---