Civic Intelligence

Capitalvalue Advisors LLC

Plan context: Capitalvalue Advisors LLC 401(K) Plan

EIN 26-3660092 • Denver, CO • 14 filings • 2 plans

255 Fillmore, Suite 500Denver, CO 80206
Current Snapshot

Latest Year

2025

2025 Participants

73

2025 Assets

$8,625,375

2025 Contributions

$710,736

Historical Graphs

Total Assets Over Time

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

$8,625,375$4,312,688$0201220192025YearValue
$8,625,375Latest year 2025

Participants Over Time

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

73370201220192025YearValue
73Latest 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
2025173$8,625,375$710,736$9,736iApproximate average salary by contribution assumption: employee only about $243,403 at 4% or $162,268 at 6%; with 50% employer match about $162,268 at 4% or $108,179 at 6%; with 100% employer match about $121,701 at 4% or $81,134 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-73$8,625,375$710,736$9,736iApproximate average salary by contribution assumption: employee only about $243,403 at 4% or $162,268 at 6%; with 50% employer match about $162,268 at 4% or $108,179 at 6%; with 100% employer match about $121,701 at 4% or $81,134 at 6%.
2024162$6,806,893$748,061$12,066iApproximate average salary by contribution assumption: employee only about $301,638 at 4% or $201,092 at 6%; with 50% employer match about $201,092 at 4% or $134,061 at 6%; with 100% employer match about $150,819 at 4% or $100,546 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-62$6,806,893$748,061$12,066iApproximate average salary by contribution assumption: employee only about $301,638 at 4% or $201,092 at 6%; with 50% employer match about $201,092 at 4% or $134,061 at 6%; with 100% employer match about $150,819 at 4% or $100,546 at 6%.
2023158$5,580,257$535,857$9,239iApproximate average salary by contribution assumption: employee only about $230,973 at 4% or $153,982 at 6%; with 50% employer match about $153,982 at 4% or $102,655 at 6%; with 100% employer match about $115,486 at 4% or $76,991 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-58$5,580,257$535,857$9,239iApproximate average salary by contribution assumption: employee only about $230,973 at 4% or $153,982 at 6%; with 50% employer match about $153,982 at 4% or $102,655 at 6%; with 100% employer match about $115,486 at 4% or $76,991 at 6%.
2022155$4,647,981$658,527$11,973iApproximate average salary by contribution assumption: employee only about $299,330 at 4% or $199,554 at 6%; with 50% employer match about $199,554 at 4% or $133,036 at 6%; with 100% employer match about $149,665 at 4% or $99,777 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-55$4,647,981$658,527$11,973iApproximate average salary by contribution assumption: employee only about $299,330 at 4% or $199,554 at 6%; with 50% employer match about $199,554 at 4% or $133,036 at 6%; with 100% employer match about $149,665 at 4% or $99,777 at 6%.
2021128$4,836,463$615,067$21,967iApproximate average salary by contribution assumption: employee only about $549,167 at 4% or $366,111 at 6%; with 50% employer match about $366,111 at 4% or $244,074 at 6%; with 100% employer match about $274,583 at 4% or $183,056 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-28$4,836,463$615,067$21,967iApproximate average salary by contribution assumption: employee only about $549,167 at 4% or $366,111 at 6%; with 50% employer match about $366,111 at 4% or $244,074 at 6%; with 100% employer match about $274,583 at 4% or $183,056 at 6%.
2020124$3,631,639$560,824$23,368iApproximate average salary by contribution assumption: employee only about $584,192 at 4% or $389,461 at 6%; with 50% employer match about $389,461 at 4% or $259,641 at 6%; with 100% employer match about $292,096 at 4% or $194,731 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-24$3,631,639$560,824$23,368iApproximate average salary by contribution assumption: employee only about $584,192 at 4% or $389,461 at 6%; with 50% employer match about $389,461 at 4% or $259,641 at 6%; with 100% employer match about $292,096 at 4% or $194,731 at 6%.
2019122$2,715,150$470,110$21,369iApproximate average salary by contribution assumption: employee only about $534,216 at 4% or $356,144 at 6%; with 50% employer match about $356,144 at 4% or $237,429 at 6%; with 100% employer match about $267,108 at 4% or $178,072 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-22$2,715,150$470,110$21,369iApproximate average salary by contribution assumption: employee only about $534,216 at 4% or $356,144 at 6%; with 50% employer match about $356,144 at 4% or $237,429 at 6%; with 100% employer match about $267,108 at 4% or $178,072 at 6%.
2018116$2,147,417$482,568$30,161iApproximate average salary by contribution assumption: employee only about $754,013 at 4% or $502,675 at 6%; with 50% employer match about $502,675 at 4% or $335,117 at 6%; with 100% employer match about $377,006 at 4% or $251,338 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-16$2,147,417$482,568$30,161iApproximate average salary by contribution assumption: employee only about $754,013 at 4% or $502,675 at 6%; with 50% employer match about $502,675 at 4% or $335,117 at 6%; with 100% employer match about $377,006 at 4% or $251,338 at 6%.
2017116$1,780,970$449,943$28,121iApproximate average salary by contribution assumption: employee only about $703,036 at 4% or $468,691 at 6%; with 50% employer match about $468,691 at 4% or $312,460 at 6%; with 100% employer match about $351,518 at 4% or $234,345 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-16$1,780,970$449,943$28,121iApproximate average salary by contribution assumption: employee only about $703,036 at 4% or $468,691 at 6%; with 50% employer match about $468,691 at 4% or $312,460 at 6%; with 100% employer match about $351,518 at 4% or $234,345 at 6%.
2016112$1,194,179$332,391$27,699iApproximate average salary by contribution assumption: employee only about $692,481 at 4% or $461,654 at 6%; with 50% employer match about $461,654 at 4% or $307,769 at 6%; with 100% employer match about $346,241 at 4% or $230,827 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-12$1,194,179$332,391$27,699iApproximate average salary by contribution assumption: employee only about $692,481 at 4% or $461,654 at 6%; with 50% employer match about $461,654 at 4% or $307,769 at 6%; with 100% employer match about $346,241 at 4% or $230,827 at 6%.
201519$797,842$315,785$35,087iApproximate average salary by contribution assumption: employee only about $877,181 at 4% or $584,787 at 6%; with 50% employer match about $584,787 at 4% or $389,858 at 6%; with 100% employer match about $438,590 at 4% or $292,394 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-9$797,842$315,785$35,087iApproximate average salary by contribution assumption: employee only about $877,181 at 4% or $584,787 at 6%; with 50% employer match about $584,787 at 4% or $389,858 at 6%; with 100% employer match about $438,590 at 4% or $292,394 at 6%.
201417$593,427$255,723$36,532iApproximate average salary by contribution assumption: employee only about $913,296 at 4% or $608,864 at 6%; with 50% employer match about $608,864 at 4% or $405,910 at 6%; with 100% employer match about $456,648 at 4% or $304,432 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-7$593,427$255,723$36,532iApproximate average salary by contribution assumption: employee only about $913,296 at 4% or $608,864 at 6%; with 50% employer match about $608,864 at 4% or $405,910 at 6%; with 100% employer match about $456,648 at 4% or $304,432 at 6%.
201316$326,549$156,470$26,078iApproximate average salary by contribution assumption: employee only about $651,958 at 4% or $434,639 at 6%; with 50% employer match about $434,639 at 4% or $289,759 at 6%; with 100% employer match about $325,979 at 4% or $217,319 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-6$326,549$156,470$26,078iApproximate average salary by contribution assumption: employee only about $651,958 at 4% or $434,639 at 6%; with 50% employer match about $434,639 at 4% or $289,759 at 6%; with 100% employer match about $325,979 at 4% or $217,319 at 6%.
201216$165,293$165,278$27,546iApproximate average salary by contribution assumption: employee only about $688,658 at 4% or $459,106 at 6%; with 50% employer match about $459,106 at 4% or $306,070 at 6%; with 100% employer match about $344,329 at 4% or $229,553 at 6%.
Capitalvalue Advisors LLC 401(K) Plan-6$165,293$165,278$27,546iApproximate average salary by contribution assumption: employee only about $688,658 at 4% or $459,106 at 6%; with 50% employer match about $459,106 at 4% or $306,070 at 6%; with 100% employer match about $344,329 at 4% or $229,553 at 6%.