Civic Intelligence

Capstan Financial Consulting Gro

Plan context: Capstan 401(K) Plan

EIN 27-2062140 • Sarasota, FL • 14 filings • 1 plans

238 S. Washington BlvdSarasota, FL 34236
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$461,374

2024 Contributions

$113,502

Historical Graphs

Total Assets Over Time

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

$461,374$230,687$0201120182024YearValue
$461,374Latest year 2024

Participants Over Time

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

1790201120182024YearValue
17Latest 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
2024117$461,374$113,502$6,677iApproximate average salary by contribution assumption: employee only about $166,915 at 4% or $111,276 at 6%; with 50% employer match about $111,276 at 4% or $74,184 at 6%; with 100% employer match about $83,457 at 4% or $55,638 at 6%.
Capstan 401(K) Plan-17$461,374$113,502$6,677iApproximate average salary by contribution assumption: employee only about $166,915 at 4% or $111,276 at 6%; with 50% employer match about $111,276 at 4% or $74,184 at 6%; with 100% employer match about $83,457 at 4% or $55,638 at 6%.
2023116$337,389$105,408$6,588iApproximate average salary by contribution assumption: employee only about $164,700 at 4% or $109,800 at 6%; with 50% employer match about $109,800 at 4% or $73,200 at 6%; with 100% employer match about $82,350 at 4% or $54,900 at 6%.
Capstan 401(K) Plan-16$337,389$105,408$6,588iApproximate average salary by contribution assumption: employee only about $164,700 at 4% or $109,800 at 6%; with 50% employer match about $109,800 at 4% or $73,200 at 6%; with 100% employer match about $82,350 at 4% or $54,900 at 6%.
2022116$200,394$82,425$5,152iApproximate average salary by contribution assumption: employee only about $128,789 at 4% or $85,859 at 6%; with 50% employer match about $85,859 at 4% or $57,240 at 6%; with 100% employer match about $64,395 at 4% or $42,930 at 6%.
Capstan 401(K) Plan-16$200,394$82,425$5,152iApproximate average salary by contribution assumption: employee only about $128,789 at 4% or $85,859 at 6%; with 50% employer match about $85,859 at 4% or $57,240 at 6%; with 100% employer match about $64,395 at 4% or $42,930 at 6%.
2021112$210,854$57,964$4,830iApproximate average salary by contribution assumption: employee only about $120,758 at 4% or $80,506 at 6%; with 50% employer match about $80,506 at 4% or $53,670 at 6%; with 100% employer match about $60,379 at 4% or $40,253 at 6%.
Capstan 401(K) Plan-12$210,854$57,964$4,830iApproximate average salary by contribution assumption: employee only about $120,758 at 4% or $80,506 at 6%; with 50% employer match about $80,506 at 4% or $53,670 at 6%; with 100% employer match about $60,379 at 4% or $40,253 at 6%.
202017$139,317$16,262$2,323iApproximate average salary by contribution assumption: employee only about $58,079 at 4% or $38,719 at 6%; with 50% employer match about $38,719 at 4% or $25,813 at 6%; with 100% employer match about $29,039 at 4% or $19,360 at 6%.
Capstan 401(K) Plan-7$139,317$16,262$2,323iApproximate average salary by contribution assumption: employee only about $58,079 at 4% or $38,719 at 6%; with 50% employer match about $38,719 at 4% or $25,813 at 6%; with 100% employer match about $29,039 at 4% or $19,360 at 6%.
201918$140,410$17,082$2,135iApproximate average salary by contribution assumption: employee only about $53,381 at 4% or $35,588 at 6%; with 50% employer match about $35,588 at 4% or $23,725 at 6%; with 100% employer match about $26,691 at 4% or $17,794 at 6%.
Capstan 401(K) Plan-8$140,410$17,082$2,135iApproximate average salary by contribution assumption: employee only about $53,381 at 4% or $35,588 at 6%; with 50% employer match about $35,588 at 4% or $23,725 at 6%; with 100% employer match about $26,691 at 4% or $17,794 at 6%.
201817$130,670$14,895$2,128iApproximate average salary by contribution assumption: employee only about $53,196 at 4% or $35,464 at 6%; with 50% employer match about $35,464 at 4% or $23,643 at 6%; with 100% employer match about $26,598 at 4% or $17,732 at 6%.
Capstan 401(K) Plan-7$130,670$14,895$2,128iApproximate average salary by contribution assumption: employee only about $53,196 at 4% or $35,464 at 6%; with 50% employer match about $35,464 at 4% or $23,643 at 6%; with 100% employer match about $26,598 at 4% or $17,732 at 6%.
201717$125,713$19,152$2,736iApproximate average salary by contribution assumption: employee only about $68,400 at 4% or $45,600 at 6%; with 50% employer match about $45,600 at 4% or $30,400 at 6%; with 100% employer match about $34,200 at 4% or $22,800 at 6%.
Capstan 401(K) Plan-7$125,713$19,152$2,736iApproximate average salary by contribution assumption: employee only about $68,400 at 4% or $45,600 at 6%; with 50% employer match about $45,600 at 4% or $30,400 at 6%; with 100% employer match about $34,200 at 4% or $22,800 at 6%.
201617$88,768$34,517$4,931iApproximate average salary by contribution assumption: employee only about $123,275 at 4% or $82,183 at 6%; with 50% employer match about $82,183 at 4% or $54,789 at 6%; with 100% employer match about $61,638 at 4% or $41,092 at 6%.
Capstan 401(K) Plan-7$88,768$34,517$4,931iApproximate average salary by contribution assumption: employee only about $123,275 at 4% or $82,183 at 6%; with 50% employer match about $82,183 at 4% or $54,789 at 6%; with 100% employer match about $61,638 at 4% or $41,092 at 6%.
201517$64,908$14,361$2,052iApproximate average salary by contribution assumption: employee only about $51,289 at 4% or $34,193 at 6%; with 50% employer match about $34,193 at 4% or $22,795 at 6%; with 100% employer match about $25,645 at 4% or $17,096 at 6%.
Capstan 401(K) Plan-7$64,908$14,361$2,052iApproximate average salary by contribution assumption: employee only about $51,289 at 4% or $34,193 at 6%; with 50% employer match about $34,193 at 4% or $22,795 at 6%; with 100% employer match about $25,645 at 4% or $17,096 at 6%.
201417$63,582$10,092$1,442iApproximate average salary by contribution assumption: employee only about $36,043 at 4% or $24,029 at 6%; with 50% employer match about $24,029 at 4% or $16,019 at 6%; with 100% employer match about $18,021 at 4% or $12,014 at 6%.
Capstan 401(K) Plan-7$63,582$10,092$1,442iApproximate average salary by contribution assumption: employee only about $36,043 at 4% or $24,029 at 6%; with 50% employer match about $24,029 at 4% or $16,019 at 6%; with 100% employer match about $18,021 at 4% or $12,014 at 6%.
201316$76,540$8,942$1,490iApproximate average salary by contribution assumption: employee only about $37,258 at 4% or $24,839 at 6%; with 50% employer match about $24,839 at 4% or $16,559 at 6%; with 100% employer match about $18,629 at 4% or $12,419 at 6%.
Capstan 401(K) Plan-6$76,540$8,942$1,490iApproximate average salary by contribution assumption: employee only about $37,258 at 4% or $24,839 at 6%; with 50% employer match about $24,839 at 4% or $16,559 at 6%; with 100% employer match about $18,629 at 4% or $12,419 at 6%.
201216$118,252$5,868$978iApproximate average salary by contribution assumption: employee only about $24,450 at 4% or $16,300 at 6%; with 50% employer match about $16,300 at 4% or $10,867 at 6%; with 100% employer match about $12,225 at 4% or $8,150 at 6%.
Capstan 401(K) Plan-6$118,252$5,868$978iApproximate average salary by contribution assumption: employee only about $24,450 at 4% or $16,300 at 6%; with 50% employer match about $16,300 at 4% or $10,867 at 6%; with 100% employer match about $12,225 at 4% or $8,150 at 6%.
201116$184,625$191,620$31,937iApproximate average salary by contribution assumption: employee only about $798,417 at 4% or $532,278 at 6%; with 50% employer match about $532,278 at 4% or $354,852 at 6%; with 100% employer match about $399,208 at 4% or $266,139 at 6%.
Capstan 401(K) Plan-6$184,625$191,620$31,937iApproximate average salary by contribution assumption: employee only about $798,417 at 4% or $532,278 at 6%; with 50% employer match about $532,278 at 4% or $354,852 at 6%; with 100% employer match about $399,208 at 4% or $266,139 at 6%.