Civic Intelligence

Capstone Management LLC

Plan context: Capstone Management LLC 401(K) Plan

EIN 26-4146792 • 10 filings • 2 plans

Current Snapshot

Latest Year

2024

2024 Participants

379

2024 Assets

$27,328,717

2024 Contributions

$4,159,387

Historical Graphs

Total Assets Over Time

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

$27,328,717$13,664,359$0201520202024YearValue
$27,328,717Latest year 2024

Participants Over Time

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

3791900201520202024YearValue
379Latest 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
20241379$27,328,717$4,159,387$10,975iApproximate average salary by contribution assumption: employee only about $274,366 at 4% or $182,911 at 6%; with 50% employer match about $182,911 at 4% or $121,940 at 6%; with 100% employer match about $137,183 at 4% or $91,455 at 6%.
Capstone Management LLC 401(K) Plan-379$27,328,717$4,159,387$10,975iApproximate average salary by contribution assumption: employee only about $274,366 at 4% or $182,911 at 6%; with 50% employer match about $182,911 at 4% or $121,940 at 6%; with 100% employer match about $137,183 at 4% or $91,455 at 6%.
20231342$22,150,302$3,301,263$9,653iApproximate average salary by contribution assumption: employee only about $241,320 at 4% or $160,880 at 6%; with 50% employer match about $160,880 at 4% or $107,254 at 6%; with 100% employer match about $120,660 at 4% or $80,440 at 6%.
Capstone Management LLC 401(K) Plan-342$22,150,302$3,301,263$9,653iApproximate average salary by contribution assumption: employee only about $241,320 at 4% or $160,880 at 6%; with 50% employer match about $160,880 at 4% or $107,254 at 6%; with 100% employer match about $120,660 at 4% or $80,440 at 6%.
20221269$17,405,143$2,489,894$9,256iApproximate average salary by contribution assumption: employee only about $231,403 at 4% or $154,269 at 6%; with 50% employer match about $154,269 at 4% or $102,846 at 6%; with 100% employer match about $115,701 at 4% or $77,134 at 6%.
Capstone Management LLC 401(K) Plan-269$17,405,143$2,489,894$9,256iApproximate average salary by contribution assumption: employee only about $231,403 at 4% or $154,269 at 6%; with 50% employer match about $154,269 at 4% or $102,846 at 6%; with 100% employer match about $115,701 at 4% or $77,134 at 6%.
20211247$21,634,617$2,373,744$9,610iApproximate average salary by contribution assumption: employee only about $240,257 at 4% or $160,172 at 6%; with 50% employer match about $160,172 at 4% or $106,781 at 6%; with 100% employer match about $120,129 at 4% or $80,086 at 6%.
Capstone Management LLC 401(K) Plan-247$21,634,617$2,373,744$9,610iApproximate average salary by contribution assumption: employee only about $240,257 at 4% or $160,172 at 6%; with 50% employer match about $160,172 at 4% or $106,781 at 6%; with 100% employer match about $120,129 at 4% or $80,086 at 6%.
20201240$18,639,855$2,699,969$11,250iApproximate average salary by contribution assumption: employee only about $281,247 at 4% or $187,498 at 6%; with 50% employer match about $187,498 at 4% or $124,999 at 6%; with 100% employer match about $140,623 at 4% or $93,749 at 6%.
Capstone Management LLC 401(K) Plan-240$18,639,855$2,699,969$11,250iApproximate average salary by contribution assumption: employee only about $281,247 at 4% or $187,498 at 6%; with 50% employer match about $187,498 at 4% or $124,999 at 6%; with 100% employer match about $140,623 at 4% or $93,749 at 6%.
20191303$15,687,777$2,131,435$7,034iApproximate average salary by contribution assumption: employee only about $175,861 at 4% or $117,241 at 6%; with 50% employer match about $117,241 at 4% or $78,160 at 6%; with 100% employer match about $87,930 at 4% or $58,620 at 6%.
Capstone Management LLC 401(K) Plan-303$15,687,777$2,131,435$7,034iApproximate average salary by contribution assumption: employee only about $175,861 at 4% or $117,241 at 6%; with 50% employer match about $117,241 at 4% or $78,160 at 6%; with 100% employer match about $87,930 at 4% or $58,620 at 6%.
20181294$11,864,713$2,211,279$7,521iApproximate average salary by contribution assumption: employee only about $188,034 at 4% or $125,356 at 6%; with 50% employer match about $125,356 at 4% or $83,571 at 6%; with 100% employer match about $94,017 at 4% or $62,678 at 6%.
Capstone Management LLC 401(K) Plan-294$11,864,713$2,211,279$7,521iApproximate average salary by contribution assumption: employee only about $188,034 at 4% or $125,356 at 6%; with 50% employer match about $125,356 at 4% or $83,571 at 6%; with 100% employer match about $94,017 at 4% or $62,678 at 6%.
20171251$11,418,711$2,154,078$8,582iApproximate average salary by contribution assumption: employee only about $214,550 at 4% or $143,033 at 6%; with 50% employer match about $143,033 at 4% or $95,355 at 6%; with 100% employer match about $107,275 at 4% or $71,517 at 6%.
Capstone Management LLC 401(K) Plan-251$11,418,711$2,154,078$8,582iApproximate average salary by contribution assumption: employee only about $214,550 at 4% or $143,033 at 6%; with 50% employer match about $143,033 at 4% or $95,355 at 6%; with 100% employer match about $107,275 at 4% or $71,517 at 6%.
20161207$9,586,805$1,445,469$6,983iApproximate average salary by contribution assumption: employee only about $174,574 at 4% or $116,382 at 6%; with 50% employer match about $116,382 at 4% or $77,588 at 6%; with 100% employer match about $87,287 at 4% or $58,191 at 6%.
Capstone Management LLC 401(K) Plan-207$9,586,805$1,445,469$6,983iApproximate average salary by contribution assumption: employee only about $174,574 at 4% or $116,382 at 6%; with 50% employer match about $116,382 at 4% or $77,588 at 6%; with 100% employer match about $87,287 at 4% or $58,191 at 6%.
20151201$8,553,443$1,449,539$7,212iApproximate average salary by contribution assumption: employee only about $180,291 at 4% or $120,194 at 6%; with 50% employer match about $120,194 at 4% or $80,129 at 6%; with 100% employer match about $90,145 at 4% or $60,097 at 6%.
Capstone Management LLC 401(K) Plan-201$8,553,443$1,449,539$7,212iApproximate average salary by contribution assumption: employee only about $180,291 at 4% or $120,194 at 6%; with 50% employer match about $120,194 at 4% or $80,129 at 6%; with 100% employer match about $90,145 at 4% or $60,097 at 6%.