Civic Intelligence

Capital Financial Consultants Gr

Plan context: Capital Financial Consultants Group Inc 401(K) Plan

EIN 33-0945168 • San Juan Capistrano, CA • 23 filings • 5 plans

31461 Rancho Viejo Road, Ste 104San Juan Capistrano, CA 92675
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$240,096

2025 Contributions

$43,187

Historical Graphs

Total Assets Over Time

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

$1,399,370$699,685$0200320142025YearValue
$240,096Latest year 2025

Participants Over Time

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

1370200320142025YearValue
7Latest year 2025

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
202517$240,096$43,187$6,170iApproximate average salary by contribution assumption: employee only about $154,239 at 4% or $102,826 at 6%; with 50% employer match about $102,826 at 4% or $68,551 at 6%; with 100% employer match about $77,120 at 4% or $51,413 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-7$240,096$43,187$6,170iApproximate average salary by contribution assumption: employee only about $154,239 at 4% or $102,826 at 6%; with 50% employer match about $102,826 at 4% or $68,551 at 6%; with 100% employer match about $77,120 at 4% or $51,413 at 6%.
202414$290,460$104,467$26,117iApproximate average salary by contribution assumption: employee only about $652,919 at 4% or $435,279 at 6%; with 50% employer match about $435,279 at 4% or $290,186 at 6%; with 100% employer match about $326,459 at 4% or $217,640 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-4$290,460$104,467$26,117iApproximate average salary by contribution assumption: employee only about $652,919 at 4% or $435,279 at 6%; with 50% employer match about $435,279 at 4% or $290,186 at 6%; with 100% employer match about $326,459 at 4% or $217,640 at 6%.
2023113$977,462$158,428$12,187iApproximate average salary by contribution assumption: employee only about $304,669 at 4% or $203,113 at 6%; with 50% employer match about $203,113 at 4% or $135,409 at 6%; with 100% employer match about $152,335 at 4% or $101,556 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-13$977,462$158,428$12,187iApproximate average salary by contribution assumption: employee only about $304,669 at 4% or $203,113 at 6%; with 50% employer match about $203,113 at 4% or $135,409 at 6%; with 100% employer match about $152,335 at 4% or $101,556 at 6%.
2022112$819,243$185,786$15,482iApproximate average salary by contribution assumption: employee only about $387,054 at 4% or $258,036 at 6%; with 50% employer match about $258,036 at 4% or $172,024 at 6%; with 100% employer match about $193,527 at 4% or $129,018 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-12$819,243$185,786$15,482iApproximate average salary by contribution assumption: employee only about $387,054 at 4% or $258,036 at 6%; with 50% employer match about $258,036 at 4% or $172,024 at 6%; with 100% employer match about $193,527 at 4% or $129,018 at 6%.
2021112$808,082$147,033$12,253iApproximate average salary by contribution assumption: employee only about $306,319 at 4% or $204,213 at 6%; with 50% employer match about $204,213 at 4% or $136,142 at 6%; with 100% employer match about $153,159 at 4% or $102,106 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-12$808,082$147,033$12,253iApproximate average salary by contribution assumption: employee only about $306,319 at 4% or $204,213 at 6%; with 50% employer match about $204,213 at 4% or $136,142 at 6%; with 100% employer match about $153,159 at 4% or $102,106 at 6%.
2020111$554,870$108,100$9,827iApproximate average salary by contribution assumption: employee only about $245,682 at 4% or $163,788 at 6%; with 50% employer match about $163,788 at 4% or $109,192 at 6%; with 100% employer match about $122,841 at 4% or $81,894 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-11$554,870$108,100$9,827iApproximate average salary by contribution assumption: employee only about $245,682 at 4% or $163,788 at 6%; with 50% employer match about $163,788 at 4% or $109,192 at 6%; with 100% employer match about $122,841 at 4% or $81,894 at 6%.
2019110$569,345$137,694$13,769iApproximate average salary by contribution assumption: employee only about $344,235 at 4% or $229,490 at 6%; with 50% employer match about $229,490 at 4% or $152,993 at 6%; with 100% employer match about $172,118 at 4% or $114,745 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-10$569,345$137,694$13,769iApproximate average salary by contribution assumption: employee only about $344,235 at 4% or $229,490 at 6%; with 50% employer match about $229,490 at 4% or $152,993 at 6%; with 100% employer match about $172,118 at 4% or $114,745 at 6%.
2018111$489,507$135,146$12,286iApproximate average salary by contribution assumption: employee only about $307,150 at 4% or $204,767 at 6%; with 50% employer match about $204,767 at 4% or $136,511 at 6%; with 100% employer match about $153,575 at 4% or $102,383 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-11$489,507$135,146$12,286iApproximate average salary by contribution assumption: employee only about $307,150 at 4% or $204,767 at 6%; with 50% employer match about $204,767 at 4% or $136,511 at 6%; with 100% employer match about $153,575 at 4% or $102,383 at 6%.
2017111$416,868$100,753$9,159iApproximate average salary by contribution assumption: employee only about $228,984 at 4% or $152,656 at 6%; with 50% employer match about $152,656 at 4% or $101,771 at 6%; with 100% employer match about $114,492 at 4% or $76,328 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-11$416,868$100,753$9,159iApproximate average salary by contribution assumption: employee only about $228,984 at 4% or $152,656 at 6%; with 50% employer match about $152,656 at 4% or $101,771 at 6%; with 100% employer match about $114,492 at 4% or $76,328 at 6%.
2016112$532,296$119,338$9,945iApproximate average salary by contribution assumption: employee only about $248,621 at 4% or $165,747 at 6%; with 50% employer match about $165,747 at 4% or $110,498 at 6%; with 100% employer match about $124,310 at 4% or $82,874 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-12$532,296$119,338$9,945iApproximate average salary by contribution assumption: employee only about $248,621 at 4% or $165,747 at 6%; with 50% employer match about $165,747 at 4% or $110,498 at 6%; with 100% employer match about $124,310 at 4% or $82,874 at 6%.
2015113$429,995$128,642$9,896iApproximate average salary by contribution assumption: employee only about $247,388 at 4% or $164,926 at 6%; with 50% employer match about $164,926 at 4% or $109,950 at 6%; with 100% employer match about $123,694 at 4% or $82,463 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-13$429,995$128,642$9,896iApproximate average salary by contribution assumption: employee only about $247,388 at 4% or $164,926 at 6%; with 50% employer match about $164,926 at 4% or $109,950 at 6%; with 100% employer match about $123,694 at 4% or $82,463 at 6%.
2014112$867,338$120,980$10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-12$867,338$120,980$10,082iApproximate average salary by contribution assumption: employee only about $252,042 at 4% or $168,028 at 6%; with 50% employer match about $168,028 at 4% or $112,019 at 6%; with 100% employer match about $126,021 at 4% or $84,014 at 6%.
2013111$1,391,401$72,821$6,620iApproximate average salary by contribution assumption: employee only about $165,502 at 4% or $110,335 at 6%; with 50% employer match about $110,335 at 4% or $73,557 at 6%; with 100% employer match about $82,751 at 4% or $55,167 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-11$1,391,401$72,821$6,620iApproximate average salary by contribution assumption: employee only about $165,502 at 4% or $110,335 at 6%; with 50% employer match about $110,335 at 4% or $73,557 at 6%; with 100% employer match about $82,751 at 4% or $55,167 at 6%.
201217$1,399,370$53,619$7,660iApproximate average salary by contribution assumption: employee only about $191,496 at 4% or $127,664 at 6%; with 50% employer match about $127,664 at 4% or $85,110 at 6%; with 100% employer match about $95,748 at 4% or $63,832 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-7$1,399,370$53,619$7,660iApproximate average salary by contribution assumption: employee only about $191,496 at 4% or $127,664 at 6%; with 50% employer match about $127,664 at 4% or $85,110 at 6%; with 100% employer match about $95,748 at 4% or $63,832 at 6%.
201115$1,197,472$63,531$12,706iApproximate average salary by contribution assumption: employee only about $317,655 at 4% or $211,770 at 6%; with 50% employer match about $211,770 at 4% or $141,180 at 6%; with 100% employer match about $158,828 at 4% or $105,885 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-5$1,197,472$63,531$12,706iApproximate average salary by contribution assumption: employee only about $317,655 at 4% or $211,770 at 6%; with 50% employer match about $211,770 at 4% or $141,180 at 6%; with 100% employer match about $158,828 at 4% or $105,885 at 6%.
201015$1,294,082$43,604$8,721iApproximate average salary by contribution assumption: employee only about $218,020 at 4% or $145,347 at 6%; with 50% employer match about $145,347 at 4% or $96,898 at 6%; with 100% employer match about $109,010 at 4% or $72,673 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-5$1,294,082$43,604$8,721iApproximate average salary by contribution assumption: employee only about $218,020 at 4% or $145,347 at 6%; with 50% employer match about $145,347 at 4% or $96,898 at 6%; with 100% employer match about $109,010 at 4% or $72,673 at 6%.
200915$1,017,898$60,977$12,195iApproximate average salary by contribution assumption: employee only about $304,885 at 4% or $203,257 at 6%; with 50% employer match about $203,257 at 4% or $135,504 at 6%; with 100% employer match about $152,443 at 4% or $101,628 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-5$1,017,898$60,977$12,195iApproximate average salary by contribution assumption: employee only about $304,885 at 4% or $203,257 at 6%; with 50% employer match about $203,257 at 4% or $135,504 at 6%; with 100% employer match about $152,443 at 4% or $101,628 at 6%.
200815$615,045$86,904$17,381iApproximate average salary by contribution assumption: employee only about $434,520 at 4% or $289,680 at 6%; with 50% employer match about $289,680 at 4% or $193,120 at 6%; with 100% employer match about $217,260 at 4% or $144,840 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-5$615,045$86,904$17,381iApproximate average salary by contribution assumption: employee only about $434,520 at 4% or $289,680 at 6%; with 50% employer match about $289,680 at 4% or $193,120 at 6%; with 100% employer match about $217,260 at 4% or $144,840 at 6%.
200715$884,415$38,726$7,745iApproximate average salary by contribution assumption: employee only about $193,630 at 4% or $129,087 at 6%; with 50% employer match about $129,087 at 4% or $86,058 at 6%; with 100% employer match about $96,815 at 4% or $64,543 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-5$884,415$38,726$7,745iApproximate average salary by contribution assumption: employee only about $193,630 at 4% or $129,087 at 6%; with 50% employer match about $129,087 at 4% or $86,058 at 6%; with 100% employer match about $96,815 at 4% or $64,543 at 6%.
200614$825,266$150,301$37,575iApproximate average salary by contribution assumption: employee only about $939,381 at 4% or $626,254 at 6%; with 50% employer match about $626,254 at 4% or $417,503 at 6%; with 100% employer match about $469,691 at 4% or $313,127 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-4$825,266$150,301$37,575iApproximate average salary by contribution assumption: employee only about $939,381 at 4% or $626,254 at 6%; with 50% employer match about $626,254 at 4% or $417,503 at 6%; with 100% employer match about $469,691 at 4% or $313,127 at 6%.
200514$549,805$96,003$24,001iApproximate average salary by contribution assumption: employee only about $600,019 at 4% or $400,013 at 6%; with 50% employer match about $400,013 at 4% or $266,675 at 6%; with 100% employer match about $300,009 at 4% or $200,006 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-4$549,805$96,003$24,001iApproximate average salary by contribution assumption: employee only about $600,019 at 4% or $400,013 at 6%; with 50% employer match about $400,013 at 4% or $266,675 at 6%; with 100% employer match about $300,009 at 4% or $200,006 at 6%.
200414$375,013$125,649$31,412iApproximate average salary by contribution assumption: employee only about $785,306 at 4% or $523,538 at 6%; with 50% employer match about $523,538 at 4% or $349,025 at 6%; with 100% employer match about $392,653 at 4% or $261,769 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-4$375,013$125,649$31,412iApproximate average salary by contribution assumption: employee only about $785,306 at 4% or $523,538 at 6%; with 50% employer match about $523,538 at 4% or $349,025 at 6%; with 100% employer match about $392,653 at 4% or $261,769 at 6%.
200314$99,594$88,091$22,023iApproximate average salary by contribution assumption: employee only about $550,569 at 4% or $367,046 at 6%; with 50% employer match about $367,046 at 4% or $244,697 at 6%; with 100% employer match about $275,284 at 4% or $183,523 at 6%.
Capital Financial Consultants Group Inc 401(K) Plan-4$99,594$88,091$22,023iApproximate average salary by contribution assumption: employee only about $550,569 at 4% or $367,046 at 6%; with 50% employer match about $367,046 at 4% or $244,697 at 6%; with 100% employer match about $275,284 at 4% or $183,523 at 6%.