Civic Intelligence

Capstone Advisors Inc.

Plan context: Capstone Advisors Inc. 401(K) Profit Sharing Plan

EIN 33-0746565 • Carlsbad, CA • 26 filings • 3 plans

1545 Faraday AvenueCarlsbad, CA 92008
Current Snapshot

Latest Year

2024

2024 Participants

19

2024 Assets

$4,097,307

2024 Contributions

$266,736

Historical Graphs

Total Assets Over Time

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

$4,367,699$2,183,850$0199920132024YearValue
$4,097,307Latest year 2024

Participants Over Time

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

21110199920122024YearValue
19Latest 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
2024119$4,097,307$266,736$14,039iApproximate average salary by contribution assumption: employee only about $350,968 at 4% or $233,979 at 6%; with 50% employer match about $233,979 at 4% or $155,986 at 6%; with 100% employer match about $175,484 at 4% or $116,989 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-19$4,097,307$266,736$14,039iApproximate average salary by contribution assumption: employee only about $350,968 at 4% or $233,979 at 6%; with 50% employer match about $233,979 at 4% or $155,986 at 6%; with 100% employer match about $175,484 at 4% or $116,989 at 6%.
2023120$4,367,699$204,419$10,221iApproximate average salary by contribution assumption: employee only about $255,524 at 4% or $170,349 at 6%; with 50% employer match about $170,349 at 4% or $113,566 at 6%; with 100% employer match about $127,762 at 4% or $85,175 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-20$4,367,699$204,419$10,221iApproximate average salary by contribution assumption: employee only about $255,524 at 4% or $170,349 at 6%; with 50% employer match about $170,349 at 4% or $113,566 at 6%; with 100% employer match about $127,762 at 4% or $85,175 at 6%.
2022120$3,400,509$203,550$10,178iApproximate average salary by contribution assumption: employee only about $254,438 at 4% or $169,625 at 6%; with 50% employer match about $169,625 at 4% or $113,083 at 6%; with 100% employer match about $127,219 at 4% or $84,813 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-20$3,400,509$203,550$10,178iApproximate average salary by contribution assumption: employee only about $254,438 at 4% or $169,625 at 6%; with 50% employer match about $169,625 at 4% or $113,083 at 6%; with 100% employer match about $127,219 at 4% or $84,813 at 6%.
2021120$4,282,328$265,399$13,270iApproximate average salary by contribution assumption: employee only about $331,749 at 4% or $221,166 at 6%; with 50% employer match about $221,166 at 4% or $147,444 at 6%; with 100% employer match about $165,874 at 4% or $110,583 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-20$4,282,328$265,399$13,270iApproximate average salary by contribution assumption: employee only about $331,749 at 4% or $221,166 at 6%; with 50% employer match about $221,166 at 4% or $147,444 at 6%; with 100% employer match about $165,874 at 4% or $110,583 at 6%.
2020117$3,474,347$131,120$7,713iApproximate average salary by contribution assumption: employee only about $192,824 at 4% or $128,549 at 6%; with 50% employer match about $128,549 at 4% or $85,699 at 6%; with 100% employer match about $96,412 at 4% or $64,275 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-17$3,474,347$131,120$7,713iApproximate average salary by contribution assumption: employee only about $192,824 at 4% or $128,549 at 6%; with 50% employer match about $128,549 at 4% or $85,699 at 6%; with 100% employer match about $96,412 at 4% or $64,275 at 6%.
2019116$2,766,168$240,740$15,046iApproximate average salary by contribution assumption: employee only about $376,156 at 4% or $250,771 at 6%; with 50% employer match about $250,771 at 4% or $167,181 at 6%; with 100% employer match about $188,078 at 4% or $125,385 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$2,766,168$240,740$15,046iApproximate average salary by contribution assumption: employee only about $376,156 at 4% or $250,771 at 6%; with 50% employer match about $250,771 at 4% or $167,181 at 6%; with 100% employer match about $188,078 at 4% or $125,385 at 6%.
2018119$2,066,897$152,374$8,020iApproximate average salary by contribution assumption: employee only about $200,492 at 4% or $133,661 at 6%; with 50% employer match about $133,661 at 4% or $89,108 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-19$2,066,897$152,374$8,020iApproximate average salary by contribution assumption: employee only about $200,492 at 4% or $133,661 at 6%; with 50% employer match about $133,661 at 4% or $89,108 at 6%; with 100% employer match about $100,246 at 4% or $66,831 at 6%.
2017117$2,558,032$147,278$8,663iApproximate average salary by contribution assumption: employee only about $216,585 at 4% or $144,390 at 6%; with 50% employer match about $144,390 at 4% or $96,260 at 6%; with 100% employer match about $108,293 at 4% or $72,195 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-17$2,558,032$147,278$8,663iApproximate average salary by contribution assumption: employee only about $216,585 at 4% or $144,390 at 6%; with 50% employer match about $144,390 at 4% or $96,260 at 6%; with 100% employer match about $108,293 at 4% or $72,195 at 6%.
2016115$2,436,448$117,744$7,850iApproximate average salary by contribution assumption: employee only about $196,240 at 4% or $130,827 at 6%; with 50% employer match about $130,827 at 4% or $87,218 at 6%; with 100% employer match about $98,120 at 4% or $65,413 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-15$2,436,448$117,744$7,850iApproximate average salary by contribution assumption: employee only about $196,240 at 4% or $130,827 at 6%; with 50% employer match about $130,827 at 4% or $87,218 at 6%; with 100% employer match about $98,120 at 4% or $65,413 at 6%.
2015116$2,317,749$108,424$6,777iApproximate average salary by contribution assumption: employee only about $169,413 at 4% or $112,942 at 6%; with 50% employer match about $112,942 at 4% or $75,294 at 6%; with 100% employer match about $84,706 at 4% or $56,471 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$2,317,749$108,424$6,777iApproximate average salary by contribution assumption: employee only about $169,413 at 4% or $112,942 at 6%; with 50% employer match about $112,942 at 4% or $75,294 at 6%; with 100% employer match about $84,706 at 4% or $56,471 at 6%.
2014116$2,219,505$102,992$6,437iApproximate average salary by contribution assumption: employee only about $160,925 at 4% or $107,283 at 6%; with 50% employer match about $107,283 at 4% or $71,522 at 6%; with 100% employer match about $80,463 at 4% or $53,642 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$2,219,505$102,992$6,437iApproximate average salary by contribution assumption: employee only about $160,925 at 4% or $107,283 at 6%; with 50% employer match about $107,283 at 4% or $71,522 at 6%; with 100% employer match about $80,463 at 4% or $53,642 at 6%.
2013116$2,008,766$108,205$6,763iApproximate average salary by contribution assumption: employee only about $169,070 at 4% or $112,714 at 6%; with 50% employer match about $112,714 at 4% or $75,142 at 6%; with 100% employer match about $84,535 at 4% or $56,357 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$2,008,766$108,205$6,763iApproximate average salary by contribution assumption: employee only about $169,070 at 4% or $112,714 at 6%; with 50% employer match about $112,714 at 4% or $75,142 at 6%; with 100% employer match about $84,535 at 4% or $56,357 at 6%.
2012117$1,620,988$86,835$5,108iApproximate average salary by contribution assumption: employee only about $127,699 at 4% or $85,132 at 6%; with 50% employer match about $85,132 at 4% or $56,755 at 6%; with 100% employer match about $63,849 at 4% or $42,566 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-17$1,620,988$86,835$5,108iApproximate average salary by contribution assumption: employee only about $127,699 at 4% or $85,132 at 6%; with 50% employer match about $85,132 at 4% or $56,755 at 6%; with 100% employer match about $63,849 at 4% or $42,566 at 6%.
2011116$1,341,252$112,264$7,017iApproximate average salary by contribution assumption: employee only about $175,413 at 4% or $116,942 at 6%; with 50% employer match about $116,942 at 4% or $77,961 at 6%; with 100% employer match about $87,706 at 4% or $58,471 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$1,341,252$112,264$7,017iApproximate average salary by contribution assumption: employee only about $175,413 at 4% or $116,942 at 6%; with 50% employer match about $116,942 at 4% or $77,961 at 6%; with 100% employer match about $87,706 at 4% or $58,471 at 6%.
2010116$1,332,100$126,030$7,877iApproximate average salary by contribution assumption: employee only about $196,922 at 4% or $131,281 at 6%; with 50% employer match about $131,281 at 4% or $87,521 at 6%; with 100% employer match about $98,461 at 4% or $65,641 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$1,332,100$126,030$7,877iApproximate average salary by contribution assumption: employee only about $196,922 at 4% or $131,281 at 6%; with 50% employer match about $131,281 at 4% or $87,521 at 6%; with 100% employer match about $98,461 at 4% or $65,641 at 6%.
2009121$1,089,020$161,179$7,675iApproximate average salary by contribution assumption: employee only about $191,880 at 4% or $127,920 at 6%; with 50% employer match about $127,920 at 4% or $85,280 at 6%; with 100% employer match about $95,940 at 4% or $63,960 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-21$1,089,020$161,179$7,675iApproximate average salary by contribution assumption: employee only about $191,880 at 4% or $127,920 at 6%; with 50% employer match about $127,920 at 4% or $85,280 at 6%; with 100% employer match about $95,940 at 4% or $63,960 at 6%.
2008113$0$0-
Capstone Advisors Inc. 401(K) Profit Sharing Plan-13---
2007115$0$0-
Capstone Advisors Inc. 401(K) Profit Sharing Plan-15---
2006121$806,920$225,337$10,730iApproximate average salary by contribution assumption: employee only about $268,258 at 4% or $178,839 at 6%; with 50% employer match about $178,839 at 4% or $119,226 at 6%; with 100% employer match about $134,129 at 4% or $89,419 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-21$806,920$225,337$10,730iApproximate average salary by contribution assumption: employee only about $268,258 at 4% or $178,839 at 6%; with 50% employer match about $178,839 at 4% or $119,226 at 6%; with 100% employer match about $134,129 at 4% or $89,419 at 6%.
2005120$501,726$173,457$8,673iApproximate average salary by contribution assumption: employee only about $216,821 at 4% or $144,548 at 6%; with 50% employer match about $144,548 at 4% or $96,365 at 6%; with 100% employer match about $108,411 at 4% or $72,274 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-20$501,726$173,457$8,673iApproximate average salary by contribution assumption: employee only about $216,821 at 4% or $144,548 at 6%; with 50% employer match about $144,548 at 4% or $96,365 at 6%; with 100% employer match about $108,411 at 4% or $72,274 at 6%.
2004116$318,117$98,915$6,182iApproximate average salary by contribution assumption: employee only about $154,555 at 4% or $103,036 at 6%; with 50% employer match about $103,036 at 4% or $68,691 at 6%; with 100% employer match about $77,277 at 4% or $51,518 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-16$318,117$98,915$6,182iApproximate average salary by contribution assumption: employee only about $154,555 at 4% or $103,036 at 6%; with 50% employer match about $103,036 at 4% or $68,691 at 6%; with 100% employer match about $77,277 at 4% or $51,518 at 6%.
2003112$207,808$74,239$6,187iApproximate average salary by contribution assumption: employee only about $154,665 at 4% or $103,110 at 6%; with 50% employer match about $103,110 at 4% or $68,740 at 6%; with 100% employer match about $77,332 at 4% or $51,555 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-12$207,808$74,239$6,187iApproximate average salary by contribution assumption: employee only about $154,665 at 4% or $103,110 at 6%; with 50% employer match about $103,110 at 4% or $68,740 at 6%; with 100% employer match about $77,332 at 4% or $51,555 at 6%.
200218$105,380$53,398$6,675iApproximate average salary by contribution assumption: employee only about $166,869 at 4% or $111,246 at 6%; with 50% employer match about $111,246 at 4% or $74,164 at 6%; with 100% employer match about $83,434 at 4% or $55,623 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-8$105,380$53,398$6,675iApproximate average salary by contribution assumption: employee only about $166,869 at 4% or $111,246 at 6%; with 50% employer match about $111,246 at 4% or $74,164 at 6%; with 100% employer match about $83,434 at 4% or $55,623 at 6%.
200117$108,636$36,799$5,257iApproximate average salary by contribution assumption: employee only about $131,425 at 4% or $87,617 at 6%; with 50% employer match about $87,617 at 4% or $58,411 at 6%; with 100% employer match about $65,713 at 4% or $43,808 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-7$108,636$36,799$5,257iApproximate average salary by contribution assumption: employee only about $131,425 at 4% or $87,617 at 6%; with 50% employer match about $87,617 at 4% or $58,411 at 6%; with 100% employer match about $65,713 at 4% or $43,808 at 6%.
200016$96,539$35,181$5,864iApproximate average salary by contribution assumption: employee only about $146,588 at 4% or $97,725 at 6%; with 50% employer match about $97,725 at 4% or $65,150 at 6%; with 100% employer match about $73,294 at 4% or $48,863 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-6$96,539$35,181$5,864iApproximate average salary by contribution assumption: employee only about $146,588 at 4% or $97,725 at 6%; with 50% employer match about $97,725 at 4% or $65,150 at 6%; with 100% employer match about $73,294 at 4% or $48,863 at 6%.
199914$54,612$24,788$6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.
Capstone Advisors Inc. 401(K) Profit Sharing Plan-4$54,612$24,788$6,197iApproximate average salary by contribution assumption: employee only about $154,925 at 4% or $103,283 at 6%; with 50% employer match about $103,283 at 4% or $68,856 at 6%; with 100% employer match about $77,463 at 4% or $51,642 at 6%.