Civic Intelligence

Capital Advisors Ltd.

Plan context: Capital Advisors Ltd. Retirement Savings Plan

EIN 34-1884035 • Shaker Heights, OH • 36 filings • 2 plans

1115 Tower East20600 Chagrin BouvelardShaker Heights, OH 44122
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$9,474,465

2024 Contributions

$496,921

Historical Graphs

Total Assets Over Time

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

$9,474,465$4,737,233$0200020132024YearValue
$9,474,465Latest year 2024

Participants Over Time

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

1680200020122024YearValue
15Latest 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
2024215$9,474,465$496,921$33,128iApproximate average salary by contribution assumption: employee only about $828,202 at 4% or $552,134 at 6%; with 50% employer match about $552,134 at 4% or $368,090 at 6%; with 100% employer match about $414,101 at 4% or $276,067 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-15$6,638,211$346,921$23,128iApproximate average salary by contribution assumption: employee only about $578,202 at 4% or $385,468 at 6%; with 50% employer match about $385,468 at 4% or $256,979 at 6%; with 100% employer match about $289,101 at 4% or $192,734 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-13$2,836,254$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2023216$7,617,219$423,625$26,477iApproximate average salary by contribution assumption: employee only about $661,914 at 4% or $441,276 at 6%; with 50% employer match about $441,276 at 4% or $294,184 at 6%; with 100% employer match about $330,957 at 4% or $220,638 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-16$5,314,760$273,625$17,102iApproximate average salary by contribution assumption: employee only about $427,539 at 4% or $285,026 at 6%; with 50% employer match about $285,026 at 4% or $190,017 at 6%; with 100% employer match about $213,770 at 4% or $142,513 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-10$2,302,459$150,000$15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%.
2022215$6,134,437$383,431$25,562iApproximate average salary by contribution assumption: employee only about $639,052 at 4% or $426,034 at 6%; with 50% employer match about $426,034 at 4% or $284,023 at 6%; with 100% employer match about $319,526 at 4% or $213,017 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-15$4,282,836$233,431$15,562iApproximate average salary by contribution assumption: employee only about $389,052 at 4% or $259,368 at 6%; with 50% employer match about $259,368 at 4% or $172,912 at 6%; with 100% employer match about $194,526 at 4% or $129,684 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-14$1,851,601$150,000$10,714iApproximate average salary by contribution assumption: employee only about $267,857 at 4% or $178,571 at 6%; with 50% employer match about $178,571 at 4% or $119,048 at 6%; with 100% employer match about $133,929 at 4% or $89,286 at 6%.
2021213$6,926,230$356,354$27,412iApproximate average salary by contribution assumption: employee only about $685,296 at 4% or $456,864 at 6%; with 50% employer match about $456,864 at 4% or $304,576 at 6%; with 100% employer match about $342,648 at 4% or $228,432 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-13$4,936,172$206,354$15,873iApproximate average salary by contribution assumption: employee only about $396,835 at 4% or $264,556 at 6%; with 50% employer match about $264,556 at 4% or $176,371 at 6%; with 100% employer match about $198,417 at 4% or $132,278 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-12$1,990,058$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2020213$5,428,296$365,036$28,080iApproximate average salary by contribution assumption: employee only about $701,992 at 4% or $467,995 at 6%; with 50% employer match about $467,995 at 4% or $311,997 at 6%; with 100% employer match about $350,996 at 4% or $233,997 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-13$3,923,601$215,036$16,541iApproximate average salary by contribution assumption: employee only about $413,531 at 4% or $275,687 at 6%; with 50% employer match about $275,687 at 4% or $183,791 at 6%; with 100% employer match about $206,765 at 4% or $137,844 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-12$1,504,695$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2019214$4,650,324$357,547$25,539iApproximate average salary by contribution assumption: employee only about $638,477 at 4% or $425,651 at 6%; with 50% employer match about $425,651 at 4% or $283,767 at 6%; with 100% employer match about $319,238 at 4% or $212,826 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-14$3,449,567$207,547$14,825iApproximate average salary by contribution assumption: employee only about $370,620 at 4% or $247,080 at 6%; with 50% employer match about $247,080 at 4% or $164,720 at 6%; with 100% employer match about $185,310 at 4% or $123,540 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-13$1,200,757$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2018214$3,418,567$346,376$24,741iApproximate average salary by contribution assumption: employee only about $618,529 at 4% or $412,352 at 6%; with 50% employer match about $412,352 at 4% or $274,902 at 6%; with 100% employer match about $309,264 at 4% or $206,176 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-14$2,581,339$196,376$14,027iApproximate average salary by contribution assumption: employee only about $350,671 at 4% or $233,781 at 6%; with 50% employer match about $233,781 at 4% or $155,854 at 6%; with 100% employer match about $175,336 at 4% or $116,890 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-13$837,228$150,000$11,538iApproximate average salary by contribution assumption: employee only about $288,462 at 4% or $192,308 at 6%; with 50% employer match about $192,308 at 4% or $128,205 at 6%; with 100% employer match about $144,231 at 4% or $96,154 at 6%.
2017213$3,336,099$343,637$26,434iApproximate average salary by contribution assumption: employee only about $660,840 at 4% or $440,560 at 6%; with 50% employer match about $440,560 at 4% or $293,707 at 6%; with 100% employer match about $330,420 at 4% or $220,280 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-13$2,604,178$163,637$12,587iApproximate average salary by contribution assumption: employee only about $314,687 at 4% or $209,791 at 6%; with 50% employer match about $209,791 at 4% or $139,861 at 6%; with 100% employer match about $157,343 at 4% or $104,896 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-13$731,921$180,000$13,846iApproximate average salary by contribution assumption: employee only about $346,154 at 4% or $230,769 at 6%; with 50% employer match about $230,769 at 4% or $153,846 at 6%; with 100% employer match about $173,077 at 4% or $115,385 at 6%.
2016212$2,484,178$321,754$26,813iApproximate average salary by contribution assumption: employee only about $670,321 at 4% or $446,881 at 6%; with 50% employer match about $446,881 at 4% or $297,920 at 6%; with 100% employer match about $335,160 at 4% or $223,440 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$2,013,093$171,754$14,313iApproximate average salary by contribution assumption: employee only about $357,821 at 4% or $238,547 at 6%; with 50% employer match about $238,547 at 4% or $159,031 at 6%; with 100% employer match about $178,910 at 4% or $119,274 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-11$471,085$150,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2015212$1,975,090$300,634$25,053iApproximate average salary by contribution assumption: employee only about $626,321 at 4% or $417,547 at 6%; with 50% employer match about $417,547 at 4% or $278,365 at 6%; with 100% employer match about $313,160 at 4% or $208,774 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$1,678,547$150,634$12,553iApproximate average salary by contribution assumption: employee only about $313,821 at 4% or $209,214 at 6%; with 50% employer match about $209,214 at 4% or $139,476 at 6%; with 100% employer match about $156,910 at 4% or $104,607 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-11$296,543$150,000$13,636iApproximate average salary by contribution assumption: employee only about $340,909 at 4% or $227,273 at 6%; with 50% employer match about $227,273 at 4% or $151,515 at 6%; with 100% employer match about $170,455 at 4% or $113,636 at 6%.
2014212$1,708,925$274,494$22,875iApproximate average salary by contribution assumption: employee only about $571,863 at 4% or $381,242 at 6%; with 50% employer match about $381,242 at 4% or $254,161 at 6%; with 100% employer match about $285,931 at 4% or $190,621 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$1,558,925$124,494$10,375iApproximate average salary by contribution assumption: employee only about $259,363 at 4% or $172,908 at 6%; with 50% employer match about $172,908 at 4% or $115,272 at 6%; with 100% employer match about $129,681 at 4% or $86,454 at 6%.
CAPITAL ADVISORS, LTD CASH BALANCE PLAN-12$150,000$150,000$12,500iApproximate average salary by contribution assumption: employee only about $312,500 at 4% or $208,333 at 6%; with 50% employer match about $208,333 at 4% or $138,889 at 6%; with 100% employer match about $156,250 at 4% or $104,167 at 6%.
2013112$1,349,977$125,083$10,424iApproximate average salary by contribution assumption: employee only about $260,590 at 4% or $173,726 at 6%; with 50% employer match about $173,726 at 4% or $115,818 at 6%; with 100% employer match about $130,295 at 4% or $86,863 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$1,349,977$125,083$10,424iApproximate average salary by contribution assumption: employee only about $260,590 at 4% or $173,726 at 6%; with 50% employer match about $173,726 at 4% or $115,818 at 6%; with 100% employer match about $130,295 at 4% or $86,863 at 6%.
2012112$962,699$117,654$9,805iApproximate average salary by contribution assumption: employee only about $245,113 at 4% or $163,408 at 6%; with 50% employer match about $163,408 at 4% or $108,939 at 6%; with 100% employer match about $122,556 at 4% or $81,704 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$962,699$117,654$9,805iApproximate average salary by contribution assumption: employee only about $245,113 at 4% or $163,408 at 6%; with 50% employer match about $163,408 at 4% or $108,939 at 6%; with 100% employer match about $122,556 at 4% or $81,704 at 6%.
2011112$729,792$106,429$8,869iApproximate average salary by contribution assumption: employee only about $221,727 at 4% or $147,818 at 6%; with 50% employer match about $147,818 at 4% or $98,545 at 6%; with 100% employer match about $110,864 at 4% or $73,909 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$729,792$106,429$8,869iApproximate average salary by contribution assumption: employee only about $221,727 at 4% or $147,818 at 6%; with 50% employer match about $147,818 at 4% or $98,545 at 6%; with 100% employer match about $110,864 at 4% or $73,909 at 6%.
2010112$870,774$134,869$11,239iApproximate average salary by contribution assumption: employee only about $280,977 at 4% or $187,318 at 6%; with 50% employer match about $187,318 at 4% or $124,879 at 6%; with 100% employer match about $140,489 at 4% or $93,659 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$870,774$134,869$11,239iApproximate average salary by contribution assumption: employee only about $280,977 at 4% or $187,318 at 6%; with 50% employer match about $187,318 at 4% or $124,879 at 6%; with 100% employer match about $140,489 at 4% or $93,659 at 6%.
2009113$630,757$80,932$6,226iApproximate average salary by contribution assumption: employee only about $155,638 at 4% or $103,759 at 6%; with 50% employer match about $103,759 at 4% or $69,173 at 6%; with 100% employer match about $77,819 at 4% or $51,879 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-13$630,757$80,932$6,226iApproximate average salary by contribution assumption: employee only about $155,638 at 4% or $103,759 at 6%; with 50% employer match about $103,759 at 4% or $69,173 at 6%; with 100% employer match about $77,819 at 4% or $51,879 at 6%.
2008112$438,274$132,232$11,019iApproximate average salary by contribution assumption: employee only about $275,483 at 4% or $183,656 at 6%; with 50% employer match about $183,656 at 4% or $122,437 at 6%; with 100% employer match about $137,742 at 4% or $91,828 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-12$438,274$132,232$11,019iApproximate average salary by contribution assumption: employee only about $275,483 at 4% or $183,656 at 6%; with 50% employer match about $183,656 at 4% or $122,437 at 6%; with 100% employer match about $137,742 at 4% or $91,828 at 6%.
2007111$526,739$126,051$11,459iApproximate average salary by contribution assumption: employee only about $286,480 at 4% or $190,986 at 6%; with 50% employer match about $190,986 at 4% or $127,324 at 6%; with 100% employer match about $143,240 at 4% or $95,493 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-11$526,739$126,051$11,459iApproximate average salary by contribution assumption: employee only about $286,480 at 4% or $190,986 at 6%; with 50% employer match about $190,986 at 4% or $127,324 at 6%; with 100% employer match about $143,240 at 4% or $95,493 at 6%.
200619$375,653$103,711$11,523iApproximate average salary by contribution assumption: employee only about $288,086 at 4% or $192,057 at 6%; with 50% employer match about $192,057 at 4% or $128,038 at 6%; with 100% employer match about $144,043 at 4% or $96,029 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-9$375,653$103,711$11,523iApproximate average salary by contribution assumption: employee only about $288,086 at 4% or $192,057 at 6%; with 50% employer match about $192,057 at 4% or $128,038 at 6%; with 100% employer match about $144,043 at 4% or $96,029 at 6%.
200519$234,644$25,283$2,809iApproximate average salary by contribution assumption: employee only about $70,231 at 4% or $46,820 at 6%; with 50% employer match about $46,820 at 4% or $31,214 at 6%; with 100% employer match about $35,115 at 4% or $23,410 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-9$234,644$25,283$2,809iApproximate average salary by contribution assumption: employee only about $70,231 at 4% or $46,820 at 6%; with 50% employer match about $46,820 at 4% or $31,214 at 6%; with 100% employer match about $35,115 at 4% or $23,410 at 6%.
200419$191,325$63,021$7,002iApproximate average salary by contribution assumption: employee only about $175,058 at 4% or $116,706 at 6%; with 50% employer match about $116,706 at 4% or $77,804 at 6%; with 100% employer match about $87,529 at 4% or $58,353 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-9$191,325$63,021$7,002iApproximate average salary by contribution assumption: employee only about $175,058 at 4% or $116,706 at 6%; with 50% employer match about $116,706 at 4% or $77,804 at 6%; with 100% employer match about $87,529 at 4% or $58,353 at 6%.
200318$126,783$32,692$4,087iApproximate average salary by contribution assumption: employee only about $102,163 at 4% or $68,108 at 6%; with 50% employer match about $68,108 at 4% or $45,406 at 6%; with 100% employer match about $51,081 at 4% or $34,054 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-8$126,783$32,692$4,087iApproximate average salary by contribution assumption: employee only about $102,163 at 4% or $68,108 at 6%; with 50% employer match about $68,108 at 4% or $45,406 at 6%; with 100% employer match about $51,081 at 4% or $34,054 at 6%.
200218$74,748$26,044$3,256iApproximate average salary by contribution assumption: employee only about $81,388 at 4% or $54,258 at 6%; with 50% employer match about $54,258 at 4% or $36,172 at 6%; with 100% employer match about $40,694 at 4% or $27,129 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-8$74,748$26,044$3,256iApproximate average salary by contribution assumption: employee only about $81,388 at 4% or $54,258 at 6%; with 50% employer match about $54,258 at 4% or $36,172 at 6%; with 100% employer match about $40,694 at 4% or $27,129 at 6%.
200118$0$0-
Capital Advisors Ltd. Retirement Savings Plan-8---
200018$42,358$42,214$5,277iApproximate average salary by contribution assumption: employee only about $131,919 at 4% or $87,946 at 6%; with 50% employer match about $87,946 at 4% or $58,631 at 6%; with 100% employer match about $65,959 at 4% or $43,973 at 6%.
Capital Advisors Ltd. Retirement Savings Plan-8$42,358$42,214$5,277iApproximate average salary by contribution assumption: employee only about $131,919 at 4% or $87,946 at 6%; with 50% employer match about $87,946 at 4% or $58,631 at 6%; with 100% employer match about $65,959 at 4% or $43,973 at 6%.