Capio Partners LLC
Plan context: Capio Partners LLC 401(K) Plan
EIN 26-1896257 • Sherman, TX • 7 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
443
2024 Assets
$11,234,227
2024 Contributions
$1,774,256
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 | 443 | $11,234,227 | $1,774,256 | $4,005iApproximate average salary by contribution assumption: employee only about $100,127 at 4% or $66,752 at 6%; with 50% employer match about $66,752 at 4% or $44,501 at 6%; with 100% employer match about $50,064 at 4% or $33,376 at 6%. |
| Capio Partners LLC 401(K) Plan | - | 443 | $11,234,227 | $1,774,256 | $4,005iApproximate average salary by contribution assumption: employee only about $100,127 at 4% or $66,752 at 6%; with 50% employer match about $66,752 at 4% or $44,501 at 6%; with 100% employer match about $50,064 at 4% or $33,376 at 6%. |
| Capio Partners LLC Wrap Plan | - | 423 | - | - | - |
| 2023 | 3 | 440 | $8,381,000 | $2,145,466 | $4,876iApproximate average salary by contribution assumption: employee only about $121,901 at 4% or $81,268 at 6%; with 50% employer match about $81,268 at 4% or $54,178 at 6%; with 100% employer match about $60,951 at 4% or $40,634 at 6%. |
| Capio Partners LLC 401(K) Plan | - | 440 | $8,381,000 | $2,145,466 | $4,876iApproximate average salary by contribution assumption: employee only about $121,901 at 4% or $81,268 at 6%; with 50% employer match about $81,268 at 4% or $54,178 at 6%; with 100% employer match about $60,951 at 4% or $40,634 at 6%. |
| CAPIO PARTNERS, LLC MEDICAL PLAN | - | 0 | - | - | - |
| Capio Partners LLC Wrap Plan | - | 283 | - | - | - |
| 2013 | 1 | 101 | $0 | $0 | - |
| CAPIO PARTNERS LLC | - | 101 | - | - | - |
| 2012 | 1 | 148 | $0 | $0 | - |
| CAPIO PARTNERS LLC | - | 148 | - | - | - |