Civic Intelligence

Capata & Company

Plan context: Capata & Company Profit Sharing Plan

EIN 33-0199281 • Laguna Niguel, CA • 17 filings • 2 plans

28202 Cabot Road, Suite 245Laguna Niguel, CA 92677
Current Snapshot

Latest Year

2015

2015 Participants

5

2015 Assets

$1,663,332

2015 Contributions

$54,660

Historical Graphs

Total Assets Over Time

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

$1,663,332$831,666$0199920062014YearValue
$1,663,332Latest year 2014

Participants Over Time

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

530199920062014YearValue
5Latest year 2014

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
201510$0$0-
Capata & Company Profit Sharing Plan-0$0--
201415$1,663,332$0-
Capata & Company Profit Sharing Plan-5$1,663,332--
201313$1,579,336$54,660$18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%.
Capata & Company Profit Sharing Plan-3$1,579,336$54,660$18,220iApproximate average salary by contribution assumption: employee only about $455,500 at 4% or $303,667 at 6%; with 50% employer match about $303,667 at 4% or $202,444 at 6%; with 100% employer match about $227,750 at 4% or $151,833 at 6%.
201213$1,264,198$51,281$17,094iApproximate average salary by contribution assumption: employee only about $427,342 at 4% or $284,894 at 6%; with 50% employer match about $284,894 at 4% or $189,930 at 6%; with 100% employer match about $213,671 at 4% or $142,447 at 6%.
Capata & Company Profit Sharing Plan-3$1,264,198$51,281$17,094iApproximate average salary by contribution assumption: employee only about $427,342 at 4% or $284,894 at 6%; with 50% employer match about $284,894 at 4% or $189,930 at 6%; with 100% employer match about $213,671 at 4% or $142,447 at 6%.
201113$1,077,917$49,370$16,457iApproximate average salary by contribution assumption: employee only about $411,417 at 4% or $274,278 at 6%; with 50% employer match about $274,278 at 4% or $182,852 at 6%; with 100% employer match about $205,708 at 4% or $137,139 at 6%.
Capata & Company Profit Sharing Plan-3$1,077,917$49,370$16,457iApproximate average salary by contribution assumption: employee only about $411,417 at 4% or $274,278 at 6%; with 50% employer match about $274,278 at 4% or $182,852 at 6%; with 100% employer match about $205,708 at 4% or $137,139 at 6%.
201013$1,040,743$41,242$13,747iApproximate average salary by contribution assumption: employee only about $343,683 at 4% or $229,122 at 6%; with 50% employer match about $229,122 at 4% or $152,748 at 6%; with 100% employer match about $171,842 at 4% or $114,561 at 6%.
Capata & Company Profit Sharing Plan-3$1,040,743$41,242$13,747iApproximate average salary by contribution assumption: employee only about $343,683 at 4% or $229,122 at 6%; with 50% employer match about $229,122 at 4% or $152,748 at 6%; with 100% employer match about $171,842 at 4% or $114,561 at 6%.
200910$0$0-
Capata & Company Profit Sharing Plan-----
200812$0$0-
Capata & Company Profit Sharing Plan-2---
200712$0$0-
Capata & Company Profit Sharing Plan-2---
200612$771,347$58,548$29,274iApproximate average salary by contribution assumption: employee only about $731,850 at 4% or $487,900 at 6%; with 50% employer match about $487,900 at 4% or $325,267 at 6%; with 100% employer match about $365,925 at 4% or $243,950 at 6%.
Capata & Company Profit Sharing Plan-2$771,347$58,548$29,274iApproximate average salary by contribution assumption: employee only about $731,850 at 4% or $487,900 at 6%; with 50% employer match about $487,900 at 4% or $325,267 at 6%; with 100% employer match about $365,925 at 4% or $243,950 at 6%.
200512$611,851$35,554$17,777iApproximate average salary by contribution assumption: employee only about $444,425 at 4% or $296,283 at 6%; with 50% employer match about $296,283 at 4% or $197,522 at 6%; with 100% employer match about $222,213 at 4% or $148,142 at 6%.
Capata & Company Profit Sharing Plan-2$611,851$35,554$17,777iApproximate average salary by contribution assumption: employee only about $444,425 at 4% or $296,283 at 6%; with 50% employer match about $296,283 at 4% or $197,522 at 6%; with 100% employer match about $222,213 at 4% or $148,142 at 6%.
200412$337,406$33,979$16,990iApproximate average salary by contribution assumption: employee only about $424,738 at 4% or $283,158 at 6%; with 50% employer match about $283,158 at 4% or $188,772 at 6%; with 100% employer match about $212,369 at 4% or $141,579 at 6%.
Capata & Company Profit Sharing Plan-2$337,406$33,979$16,990iApproximate average salary by contribution assumption: employee only about $424,738 at 4% or $283,158 at 6%; with 50% employer match about $283,158 at 4% or $188,772 at 6%; with 100% employer match about $212,369 at 4% or $141,579 at 6%.
200313$307,408$30,380$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
Capata & Company Profit Sharing Plan-3$307,408$30,380$10,127iApproximate average salary by contribution assumption: employee only about $253,167 at 4% or $168,778 at 6%; with 50% employer match about $168,778 at 4% or $112,519 at 6%; with 100% employer match about $126,583 at 4% or $84,389 at 6%.
200213$235,230$27,897$9,299iApproximate average salary by contribution assumption: employee only about $232,475 at 4% or $154,983 at 6%; with 50% employer match about $154,983 at 4% or $103,322 at 6%; with 100% employer match about $116,238 at 4% or $77,492 at 6%.
Capata & Company Profit Sharing Plan-3$235,230$27,897$9,299iApproximate average salary by contribution assumption: employee only about $232,475 at 4% or $154,983 at 6%; with 50% employer match about $154,983 at 4% or $103,322 at 6%; with 100% employer match about $116,238 at 4% or $77,492 at 6%.
200113$0$0-
Capata & Company Profit Sharing Plan-3---
200013$209,749$22,870$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,056 at 6%; with 50% employer match about $127,056 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
Capata & Company Profit Sharing Plan-3$209,749$22,870$7,623iApproximate average salary by contribution assumption: employee only about $190,583 at 4% or $127,056 at 6%; with 50% employer match about $127,056 at 4% or $84,704 at 6%; with 100% employer match about $95,292 at 4% or $63,528 at 6%.
199913$370,095$22,046$7,349iApproximate average salary by contribution assumption: employee only about $183,717 at 4% or $122,478 at 6%; with 50% employer match about $122,478 at 4% or $81,652 at 6%; with 100% employer match about $91,858 at 4% or $61,239 at 6%.
Capata & Company Profit Sharing Plan-3$370,095$22,046$7,349iApproximate average salary by contribution assumption: employee only about $183,717 at 4% or $122,478 at 6%; with 50% employer match about $122,478 at 4% or $81,652 at 6%; with 100% employer match about $91,858 at 4% or $61,239 at 6%.