Capital Equities Realty
Plan context: Capital Equities Realty 401(K) Profit Sharing Plan
EIN 31-1536652 • Columbus, OH • 18 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
19
2025 Assets
$8,555,668
2025 Contributions
$328,184
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 19 | $8,555,668 | $328,184 | $17,273iApproximate average salary by contribution assumption: employee only about $431,821 at 4% or $287,881 at 6%; with 50% employer match about $287,881 at 4% or $191,920 at 6%; with 100% employer match about $215,911 at 4% or $143,940 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 19 | $8,555,668 | $328,184 | $17,273iApproximate average salary by contribution assumption: employee only about $431,821 at 4% or $287,881 at 6%; with 50% employer match about $287,881 at 4% or $191,920 at 6%; with 100% employer match about $215,911 at 4% or $143,940 at 6%. |
| 2024 | 1 | 19 | $6,780,384 | $291,127 | $15,322iApproximate average salary by contribution assumption: employee only about $383,062 at 4% or $255,375 at 6%; with 50% employer match about $255,375 at 4% or $170,250 at 6%; with 100% employer match about $191,531 at 4% or $127,687 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 19 | $6,780,384 | $291,127 | $15,322iApproximate average salary by contribution assumption: employee only about $383,062 at 4% or $255,375 at 6%; with 50% employer match about $255,375 at 4% or $170,250 at 6%; with 100% employer match about $191,531 at 4% or $127,687 at 6%. |
| 2023 | 1 | 20 | $5,797,495 | $283,411 | $14,171iApproximate average salary by contribution assumption: employee only about $354,264 at 4% or $236,176 at 6%; with 50% employer match about $236,176 at 4% or $157,451 at 6%; with 100% employer match about $177,132 at 4% or $118,088 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 20 | $5,797,495 | $283,411 | $14,171iApproximate average salary by contribution assumption: employee only about $354,264 at 4% or $236,176 at 6%; with 50% employer match about $236,176 at 4% or $157,451 at 6%; with 100% employer match about $177,132 at 4% or $118,088 at 6%. |
| 2022 | 1 | 20 | $4,749,009 | $292,954 | $14,648iApproximate average salary by contribution assumption: employee only about $366,193 at 4% or $244,128 at 6%; with 50% employer match about $244,128 at 4% or $162,752 at 6%; with 100% employer match about $183,096 at 4% or $122,064 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 20 | $4,749,009 | $292,954 | $14,648iApproximate average salary by contribution assumption: employee only about $366,193 at 4% or $244,128 at 6%; with 50% employer match about $244,128 at 4% or $162,752 at 6%; with 100% employer match about $183,096 at 4% or $122,064 at 6%. |
| 2021 | 1 | 20 | $5,454,381 | $305,027 | $15,251iApproximate average salary by contribution assumption: employee only about $381,284 at 4% or $254,189 at 6%; with 50% employer match about $254,189 at 4% or $169,459 at 6%; with 100% employer match about $190,642 at 4% or $127,095 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 20 | $5,454,381 | $305,027 | $15,251iApproximate average salary by contribution assumption: employee only about $381,284 at 4% or $254,189 at 6%; with 50% employer match about $254,189 at 4% or $169,459 at 6%; with 100% employer match about $190,642 at 4% or $127,095 at 6%. |
| 2020 | 1 | 20 | $4,485,231 | $327,375 | $16,369iApproximate average salary by contribution assumption: employee only about $409,219 at 4% or $272,813 at 6%; with 50% employer match about $272,813 at 4% or $181,875 at 6%; with 100% employer match about $204,609 at 4% or $136,406 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 20 | $4,485,231 | $327,375 | $16,369iApproximate average salary by contribution assumption: employee only about $409,219 at 4% or $272,813 at 6%; with 50% employer match about $272,813 at 4% or $181,875 at 6%; with 100% employer match about $204,609 at 4% or $136,406 at 6%. |
| 2019 | 1 | 17 | $3,658,922 | $276,917 | $16,289iApproximate average salary by contribution assumption: employee only about $407,231 at 4% or $271,487 at 6%; with 50% employer match about $271,487 at 4% or $180,992 at 6%; with 100% employer match about $203,615 at 4% or $135,744 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 17 | $3,658,922 | $276,917 | $16,289iApproximate average salary by contribution assumption: employee only about $407,231 at 4% or $271,487 at 6%; with 50% employer match about $271,487 at 4% or $180,992 at 6%; with 100% employer match about $203,615 at 4% or $135,744 at 6%. |
| 2018 | 1 | 20 | $2,965,257 | $247,080 | $12,354iApproximate average salary by contribution assumption: employee only about $308,850 at 4% or $205,900 at 6%; with 50% employer match about $205,900 at 4% or $137,267 at 6%; with 100% employer match about $154,425 at 4% or $102,950 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 20 | $2,965,257 | $247,080 | $12,354iApproximate average salary by contribution assumption: employee only about $308,850 at 4% or $205,900 at 6%; with 50% employer match about $205,900 at 4% or $137,267 at 6%; with 100% employer match about $154,425 at 4% or $102,950 at 6%. |
| 2017 | 1 | 17 | $3,400,596 | $227,290 | $13,370iApproximate average salary by contribution assumption: employee only about $334,250 at 4% or $222,833 at 6%; with 50% employer match about $222,833 at 4% or $148,556 at 6%; with 100% employer match about $167,125 at 4% or $111,417 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 17 | $3,400,596 | $227,290 | $13,370iApproximate average salary by contribution assumption: employee only about $334,250 at 4% or $222,833 at 6%; with 50% employer match about $222,833 at 4% or $148,556 at 6%; with 100% employer match about $167,125 at 4% or $111,417 at 6%. |
| 2016 | 1 | 13 | $2,650,293 | $234,288 | $18,022iApproximate average salary by contribution assumption: employee only about $450,554 at 4% or $300,369 at 6%; with 50% employer match about $300,369 at 4% or $200,246 at 6%; with 100% employer match about $225,277 at 4% or $150,185 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 13 | $2,650,293 | $234,288 | $18,022iApproximate average salary by contribution assumption: employee only about $450,554 at 4% or $300,369 at 6%; with 50% employer match about $300,369 at 4% or $200,246 at 6%; with 100% employer match about $225,277 at 4% or $150,185 at 6%. |
| 2015 | 1 | 10 | $2,185,328 | $188,153 | $18,815iApproximate average salary by contribution assumption: employee only about $470,383 at 4% or $313,588 at 6%; with 50% employer match about $313,588 at 4% or $209,059 at 6%; with 100% employer match about $235,191 at 4% or $156,794 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 10 | $2,185,328 | $188,153 | $18,815iApproximate average salary by contribution assumption: employee only about $470,383 at 4% or $313,588 at 6%; with 50% employer match about $313,588 at 4% or $209,059 at 6%; with 100% employer match about $235,191 at 4% or $156,794 at 6%. |
| 2014 | 1 | 10 | $1,991,001 | $266,176 | $26,618iApproximate average salary by contribution assumption: employee only about $665,440 at 4% or $443,627 at 6%; with 50% employer match about $443,627 at 4% or $295,751 at 6%; with 100% employer match about $332,720 at 4% or $221,813 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 10 | $1,991,001 | $266,176 | $26,618iApproximate average salary by contribution assumption: employee only about $665,440 at 4% or $443,627 at 6%; with 50% employer match about $443,627 at 4% or $295,751 at 6%; with 100% employer match about $332,720 at 4% or $221,813 at 6%. |
| 2013 | 1 | 9 | $1,656,529 | $200,729 | $22,303iApproximate average salary by contribution assumption: employee only about $557,581 at 4% or $371,720 at 6%; with 50% employer match about $371,720 at 4% or $247,814 at 6%; with 100% employer match about $278,790 at 4% or $185,860 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 9 | $1,656,529 | $200,729 | $22,303iApproximate average salary by contribution assumption: employee only about $557,581 at 4% or $371,720 at 6%; with 50% employer match about $371,720 at 4% or $247,814 at 6%; with 100% employer match about $278,790 at 4% or $185,860 at 6%. |
| 2012 | 1 | 9 | $1,237,325 | $213,724 | $23,747iApproximate average salary by contribution assumption: employee only about $593,678 at 4% or $395,785 at 6%; with 50% employer match about $395,785 at 4% or $263,857 at 6%; with 100% employer match about $296,839 at 4% or $197,893 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 9 | $1,237,325 | $213,724 | $23,747iApproximate average salary by contribution assumption: employee only about $593,678 at 4% or $395,785 at 6%; with 50% employer match about $395,785 at 4% or $263,857 at 6%; with 100% employer match about $296,839 at 4% or $197,893 at 6%. |
| 2011 | 1 | 8 | $898,552 | $213,190 | $26,649iApproximate average salary by contribution assumption: employee only about $666,219 at 4% or $444,146 at 6%; with 50% employer match about $444,146 at 4% or $296,097 at 6%; with 100% employer match about $333,109 at 4% or $222,073 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 8 | $898,552 | $213,190 | $26,649iApproximate average salary by contribution assumption: employee only about $666,219 at 4% or $444,146 at 6%; with 50% employer match about $444,146 at 4% or $296,097 at 6%; with 100% employer match about $333,109 at 4% or $222,073 at 6%. |
| 2010 | 1 | 9 | $759,160 | $194,330 | $21,592iApproximate average salary by contribution assumption: employee only about $539,806 at 4% or $359,870 at 6%; with 50% employer match about $359,870 at 4% or $239,914 at 6%; with 100% employer match about $269,903 at 4% or $179,935 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 9 | $759,160 | $194,330 | $21,592iApproximate average salary by contribution assumption: employee only about $539,806 at 4% or $359,870 at 6%; with 50% employer match about $359,870 at 4% or $239,914 at 6%; with 100% employer match about $269,903 at 4% or $179,935 at 6%. |
| 2009 | 1 | 9 | $484,952 | $311,367 | $34,596iApproximate average salary by contribution assumption: employee only about $864,908 at 4% or $576,606 at 6%; with 50% employer match about $576,606 at 4% or $384,404 at 6%; with 100% employer match about $432,454 at 4% or $288,303 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 9 | $484,952 | $311,367 | $34,596iApproximate average salary by contribution assumption: employee only about $864,908 at 4% or $576,606 at 6%; with 50% employer match about $576,606 at 4% or $384,404 at 6%; with 100% employer match about $432,454 at 4% or $288,303 at 6%. |
| 2008 | 1 | 6 | $104,236 | $110,317 | $18,386iApproximate average salary by contribution assumption: employee only about $459,654 at 4% or $306,436 at 6%; with 50% employer match about $306,436 at 4% or $204,291 at 6%; with 100% employer match about $229,827 at 4% or $153,218 at 6%. |
| Capital Equities Realty 401(K) Profit Sharing Plan | - | 6 | $104,236 | $110,317 | $18,386iApproximate average salary by contribution assumption: employee only about $459,654 at 4% or $306,436 at 6%; with 50% employer match about $306,436 at 4% or $204,291 at 6%; with 100% employer match about $229,827 at 4% or $153,218 at 6%. |