Civic Intelligence

Capstone Wealth Advisors Inc.

Plan context: Capstone Wealth Advisors Inc.

EIN 25-1906780 • Indianapolis, IN • 20 filings • 4 plans

5875 Castle Creek Pkwy Dr NSuite 290Indianapolis, IN 46250
Current Snapshot

Latest Year

2025

2025 Participants

3

2025 Assets

$392,419

2025 Contributions

$56,530

Historical Graphs

Total Assets Over Time

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

$546,897$273,449$0200620162025YearValue
$392,419Latest year 2025

Participants Over Time

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

420200620162025YearValue
3Latest year 2025

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
202513$392,419$56,530$18,843iApproximate average salary by contribution assumption: employee only about $471,083 at 4% or $314,056 at 6%; with 50% employer match about $314,056 at 4% or $209,370 at 6%; with 100% employer match about $235,542 at 4% or $157,028 at 6%.
Capstone Wealth Advisors Inc.-3$392,419$56,530$18,843iApproximate average salary by contribution assumption: employee only about $471,083 at 4% or $314,056 at 6%; with 50% employer match about $314,056 at 4% or $209,370 at 6%; with 100% employer match about $235,542 at 4% or $157,028 at 6%.
202413$279,814$41,455$13,818iApproximate average salary by contribution assumption: employee only about $345,458 at 4% or $230,306 at 6%; with 50% employer match about $230,306 at 4% or $153,537 at 6%; with 100% employer match about $172,729 at 4% or $115,153 at 6%.
Capstone Wealth Advisors Inc.-3$279,814$41,455$13,818iApproximate average salary by contribution assumption: employee only about $345,458 at 4% or $230,306 at 6%; with 50% employer match about $230,306 at 4% or $153,537 at 6%; with 100% employer match about $172,729 at 4% or $115,153 at 6%.
202313$216,297$28,280$9,427iApproximate average salary by contribution assumption: employee only about $235,667 at 4% or $157,111 at 6%; with 50% employer match about $157,111 at 4% or $104,741 at 6%; with 100% employer match about $117,833 at 4% or $78,556 at 6%.
Capstone Wealth Advisors Inc.-3$216,297$28,280$9,427iApproximate average salary by contribution assumption: employee only about $235,667 at 4% or $157,111 at 6%; with 50% employer match about $157,111 at 4% or $104,741 at 6%; with 100% employer match about $117,833 at 4% or $78,556 at 6%.
202213$161,008$13,950$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
Capstone Wealth Advisors Inc.-3$161,008$13,950$4,650iApproximate average salary by contribution assumption: employee only about $116,250 at 4% or $77,500 at 6%; with 50% employer match about $77,500 at 4% or $51,667 at 6%; with 100% employer match about $58,125 at 4% or $38,750 at 6%.
202114$483,597$10,625$2,656iApproximate average salary by contribution assumption: employee only about $66,406 at 4% or $44,271 at 6%; with 50% employer match about $44,271 at 4% or $29,514 at 6%; with 100% employer match about $33,203 at 4% or $22,135 at 6%.
Capstone Wealth Advisors Inc.-4$483,597$10,625$2,656iApproximate average salary by contribution assumption: employee only about $66,406 at 4% or $44,271 at 6%; with 50% employer match about $44,271 at 4% or $29,514 at 6%; with 100% employer match about $33,203 at 4% or $22,135 at 6%.
202014$544,355$3,825$956iApproximate average salary by contribution assumption: employee only about $23,906 at 4% or $15,938 at 6%; with 50% employer match about $15,938 at 4% or $10,625 at 6%; with 100% employer match about $11,953 at 4% or $7,969 at 6%.
Capstone Wealth Advisors Inc.-4$544,355$3,825$956iApproximate average salary by contribution assumption: employee only about $23,906 at 4% or $15,938 at 6%; with 50% employer match about $15,938 at 4% or $10,625 at 6%; with 100% employer match about $11,953 at 4% or $7,969 at 6%.
201914$546,897$40,083$10,021iApproximate average salary by contribution assumption: employee only about $250,519 at 4% or $167,013 at 6%; with 50% employer match about $167,013 at 4% or $111,342 at 6%; with 100% employer match about $125,259 at 4% or $83,506 at 6%.
Capstone Wealth Advisors Inc.-4$546,897$40,083$10,021iApproximate average salary by contribution assumption: employee only about $250,519 at 4% or $167,013 at 6%; with 50% employer match about $167,013 at 4% or $111,342 at 6%; with 100% employer match about $125,259 at 4% or $83,506 at 6%.
201814$429,517$62,845$15,711iApproximate average salary by contribution assumption: employee only about $392,781 at 4% or $261,854 at 6%; with 50% employer match about $261,854 at 4% or $174,569 at 6%; with 100% employer match about $196,391 at 4% or $130,927 at 6%.
Capstone Wealth Advisors Inc.-4$429,517$62,845$15,711iApproximate average salary by contribution assumption: employee only about $392,781 at 4% or $261,854 at 6%; with 50% employer match about $261,854 at 4% or $174,569 at 6%; with 100% employer match about $196,391 at 4% or $130,927 at 6%.
201714$400,764$57,644$14,411iApproximate average salary by contribution assumption: employee only about $360,275 at 4% or $240,183 at 6%; with 50% employer match about $240,183 at 4% or $160,122 at 6%; with 100% employer match about $180,138 at 4% or $120,092 at 6%.
Capstone Wealth Advisors Inc.-4$400,764$57,644$14,411iApproximate average salary by contribution assumption: employee only about $360,275 at 4% or $240,183 at 6%; with 50% employer match about $240,183 at 4% or $160,122 at 6%; with 100% employer match about $180,138 at 4% or $120,092 at 6%.
201614$296,542$59,256$14,814iApproximate average salary by contribution assumption: employee only about $370,350 at 4% or $246,900 at 6%; with 50% employer match about $246,900 at 4% or $164,600 at 6%; with 100% employer match about $185,175 at 4% or $123,450 at 6%.
Capstone Wealth Advisors Inc.-4$296,542$59,256$14,814iApproximate average salary by contribution assumption: employee only about $370,350 at 4% or $246,900 at 6%; with 50% employer match about $246,900 at 4% or $164,600 at 6%; with 100% employer match about $185,175 at 4% or $123,450 at 6%.
201514$219,715$49,873$12,468iApproximate average salary by contribution assumption: employee only about $311,706 at 4% or $207,804 at 6%; with 50% employer match about $207,804 at 4% or $138,536 at 6%; with 100% employer match about $155,853 at 4% or $103,902 at 6%.
Capstone Wealth Advisors Inc.-4$219,715$49,873$12,468iApproximate average salary by contribution assumption: employee only about $311,706 at 4% or $207,804 at 6%; with 50% employer match about $207,804 at 4% or $138,536 at 6%; with 100% employer match about $155,853 at 4% or $103,902 at 6%.
201413$172,745$13,127$4,376iApproximate average salary by contribution assumption: employee only about $109,392 at 4% or $72,928 at 6%; with 50% employer match about $72,928 at 4% or $48,619 at 6%; with 100% employer match about $54,696 at 4% or $36,464 at 6%.
Capstone Wealth Advisors Inc.-3$172,745$13,127$4,376iApproximate average salary by contribution assumption: employee only about $109,392 at 4% or $72,928 at 6%; with 50% employer match about $72,928 at 4% or $48,619 at 6%; with 100% employer match about $54,696 at 4% or $36,464 at 6%.
201313$152,005$10,722$3,574iApproximate average salary by contribution assumption: employee only about $89,350 at 4% or $59,567 at 6%; with 50% employer match about $59,567 at 4% or $39,711 at 6%; with 100% employer match about $44,675 at 4% or $29,783 at 6%.
Capstone Wealth Advisors Inc.-3$152,005$10,722$3,574iApproximate average salary by contribution assumption: employee only about $89,350 at 4% or $59,567 at 6%; with 50% employer match about $59,567 at 4% or $39,711 at 6%; with 100% employer match about $44,675 at 4% or $29,783 at 6%.
201213$124,371$3,166$1,055iApproximate average salary by contribution assumption: employee only about $26,383 at 4% or $17,589 at 6%; with 50% employer match about $17,589 at 4% or $11,726 at 6%; with 100% employer match about $13,192 at 4% or $8,794 at 6%.
Capstone Wealth Advisors Inc.-3$124,371$3,166$1,055iApproximate average salary by contribution assumption: employee only about $26,383 at 4% or $17,589 at 6%; with 50% employer match about $17,589 at 4% or $11,726 at 6%; with 100% employer match about $13,192 at 4% or $8,794 at 6%.
201113$108,919$19,236$6,412iApproximate average salary by contribution assumption: employee only about $160,300 at 4% or $106,867 at 6%; with 50% employer match about $106,867 at 4% or $71,244 at 6%; with 100% employer match about $80,150 at 4% or $53,433 at 6%.
Capstone Wealth Advisors Inc.-3$108,919$19,236$6,412iApproximate average salary by contribution assumption: employee only about $160,300 at 4% or $106,867 at 6%; with 50% employer match about $106,867 at 4% or $71,244 at 6%; with 100% employer match about $80,150 at 4% or $53,433 at 6%.
201013$92,874$3,125$1,042iApproximate average salary by contribution assumption: employee only about $26,042 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,681 at 6%.
Capstone Wealth Advisors Inc.-3$92,874$3,125$1,042iApproximate average salary by contribution assumption: employee only about $26,042 at 4% or $17,361 at 6%; with 50% employer match about $17,361 at 4% or $11,574 at 6%; with 100% employer match about $13,021 at 4% or $8,681 at 6%.
200912$78,506$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
Capstone Wealth Advisors Inc.-2$78,506$2,400$1,200iApproximate average salary by contribution assumption: employee only about $30,000 at 4% or $20,000 at 6%; with 50% employer match about $20,000 at 4% or $13,333 at 6%; with 100% employer match about $15,000 at 4% or $10,000 at 6%.
200811$70,029$1,647$1,647iApproximate average salary by contribution assumption: employee only about $41,175 at 4% or $27,450 at 6%; with 50% employer match about $27,450 at 4% or $18,300 at 6%; with 100% employer match about $20,588 at 4% or $13,725 at 6%.
Capstone Wealth Advisors Inc.-1$70,029$1,647$1,647iApproximate average salary by contribution assumption: employee only about $41,175 at 4% or $27,450 at 6%; with 50% employer match about $27,450 at 4% or $18,300 at 6%; with 100% employer match about $20,588 at 4% or $13,725 at 6%.
200712$104,194$16,346$8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,217 at 6%; with 50% employer match about $136,217 at 4% or $90,811 at 6%; with 100% employer match about $102,163 at 4% or $68,108 at 6%.
Capstone Wealth Advisors Inc.-2$104,194$16,346$8,173iApproximate average salary by contribution assumption: employee only about $204,325 at 4% or $136,217 at 6%; with 50% employer match about $136,217 at 4% or $90,811 at 6%; with 100% employer match about $102,163 at 4% or $68,108 at 6%.
200612$82,184$76,068$38,034iApproximate average salary by contribution assumption: employee only about $950,850 at 4% or $633,900 at 6%; with 50% employer match about $633,900 at 4% or $422,600 at 6%; with 100% employer match about $475,425 at 4% or $316,950 at 6%.
Capstone Wealth Advisors Inc.-2$82,184$76,068$38,034iApproximate average salary by contribution assumption: employee only about $950,850 at 4% or $633,900 at 6%; with 50% employer match about $633,900 at 4% or $422,600 at 6%; with 100% employer match about $475,425 at 4% or $316,950 at 6%.