Capstone Benefits Group Inc.
Plan context: Capstone Benefits Group Inc. 401(K) Plan
EIN 35-2260019 • Indianapolis, IN • 13 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
35
2024 Assets
$3,397,723
2024 Contributions
$55,635
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 0 | $0 | $55,635 | - |
| Capstone Benefits Group Inc. 401(K) Plan | - | 0 | $0 | $55,635 | - |
| 2023 | 1 | 35 | $3,397,723 | $386,180 | $11,034iApproximate average salary by contribution assumption: employee only about $275,843 at 4% or $183,895 at 6%; with 50% employer match about $183,895 at 4% or $122,597 at 6%; with 100% employer match about $137,921 at 4% or $91,948 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 35 | $3,397,723 | $386,180 | $11,034iApproximate average salary by contribution assumption: employee only about $275,843 at 4% or $183,895 at 6%; with 50% employer match about $183,895 at 4% or $122,597 at 6%; with 100% employer match about $137,921 at 4% or $91,948 at 6%. |
| 2022 | 1 | 31 | $2,526,621 | $228,298 | $7,364iApproximate average salary by contribution assumption: employee only about $184,111 at 4% or $122,741 at 6%; with 50% employer match about $122,741 at 4% or $81,827 at 6%; with 100% employer match about $92,056 at 4% or $61,370 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 31 | $2,526,621 | $228,298 | $7,364iApproximate average salary by contribution assumption: employee only about $184,111 at 4% or $122,741 at 6%; with 50% employer match about $122,741 at 4% or $81,827 at 6%; with 100% employer match about $92,056 at 4% or $61,370 at 6%. |
| 2021 | 1 | 33 | $2,977,991 | $262,011 | $7,940iApproximate average salary by contribution assumption: employee only about $198,493 at 4% or $132,329 at 6%; with 50% employer match about $132,329 at 4% or $88,219 at 6%; with 100% employer match about $99,247 at 4% or $66,164 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 33 | $2,977,991 | $262,011 | $7,940iApproximate average salary by contribution assumption: employee only about $198,493 at 4% or $132,329 at 6%; with 50% employer match about $132,329 at 4% or $88,219 at 6%; with 100% employer match about $99,247 at 4% or $66,164 at 6%. |
| 2020 | 1 | 31 | $2,468,272 | $191,667 | $6,183iApproximate average salary by contribution assumption: employee only about $154,570 at 4% or $103,047 at 6%; with 50% employer match about $103,047 at 4% or $68,698 at 6%; with 100% employer match about $77,285 at 4% or $51,523 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 31 | $2,468,272 | $191,667 | $6,183iApproximate average salary by contribution assumption: employee only about $154,570 at 4% or $103,047 at 6%; with 50% employer match about $103,047 at 4% or $68,698 at 6%; with 100% employer match about $77,285 at 4% or $51,523 at 6%. |
| 2019 | 1 | 33 | $2,172,705 | $244,514 | $7,410iApproximate average salary by contribution assumption: employee only about $185,238 at 4% or $123,492 at 6%; with 50% employer match about $123,492 at 4% or $82,328 at 6%; with 100% employer match about $92,619 at 4% or $61,746 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 33 | $2,172,705 | $244,514 | $7,410iApproximate average salary by contribution assumption: employee only about $185,238 at 4% or $123,492 at 6%; with 50% employer match about $123,492 at 4% or $82,328 at 6%; with 100% employer match about $92,619 at 4% or $61,746 at 6%. |
| 2018 | 1 | 28 | $1,637,018 | $264,936 | $9,462iApproximate average salary by contribution assumption: employee only about $236,550 at 4% or $157,700 at 6%; with 50% employer match about $157,700 at 4% or $105,133 at 6%; with 100% employer match about $118,275 at 4% or $78,850 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 28 | $1,637,018 | $264,936 | $9,462iApproximate average salary by contribution assumption: employee only about $236,550 at 4% or $157,700 at 6%; with 50% employer match about $157,700 at 4% or $105,133 at 6%; with 100% employer match about $118,275 at 4% or $78,850 at 6%. |
| 2017 | 1 | 23 | $1,620,185 | $227,520 | $9,892iApproximate average salary by contribution assumption: employee only about $247,304 at 4% or $164,870 at 6%; with 50% employer match about $164,870 at 4% or $109,913 at 6%; with 100% employer match about $123,652 at 4% or $82,435 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 23 | $1,620,185 | $227,520 | $9,892iApproximate average salary by contribution assumption: employee only about $247,304 at 4% or $164,870 at 6%; with 50% employer match about $164,870 at 4% or $109,913 at 6%; with 100% employer match about $123,652 at 4% or $82,435 at 6%. |
| 2016 | 1 | 21 | $1,181,635 | $198,711 | $9,462iApproximate average salary by contribution assumption: employee only about $236,561 at 4% or $157,707 at 6%; with 50% employer match about $157,707 at 4% or $105,138 at 6%; with 100% employer match about $118,280 at 4% or $78,854 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 21 | $1,181,635 | $198,711 | $9,462iApproximate average salary by contribution assumption: employee only about $236,561 at 4% or $157,707 at 6%; with 50% employer match about $157,707 at 4% or $105,138 at 6%; with 100% employer match about $118,280 at 4% or $78,854 at 6%. |
| 2015 | 1 | 18 | $930,107 | $341,061 | $18,948iApproximate average salary by contribution assumption: employee only about $473,696 at 4% or $315,797 at 6%; with 50% employer match about $315,797 at 4% or $210,531 at 6%; with 100% employer match about $236,848 at 4% or $157,899 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 18 | $930,107 | $341,061 | $18,948iApproximate average salary by contribution assumption: employee only about $473,696 at 4% or $315,797 at 6%; with 50% employer match about $315,797 at 4% or $210,531 at 6%; with 100% employer match about $236,848 at 4% or $157,899 at 6%. |
| 2014 | 1 | 15 | $657,830 | $221,760 | $14,784iApproximate average salary by contribution assumption: employee only about $369,600 at 4% or $246,400 at 6%; with 50% employer match about $246,400 at 4% or $164,267 at 6%; with 100% employer match about $184,800 at 4% or $123,200 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 15 | $657,830 | $221,760 | $14,784iApproximate average salary by contribution assumption: employee only about $369,600 at 4% or $246,400 at 6%; with 50% employer match about $246,400 at 4% or $164,267 at 6%; with 100% employer match about $184,800 at 4% or $123,200 at 6%. |
| 2013 | 1 | 13 | $440,745 | $131,692 | $10,130iApproximate average salary by contribution assumption: employee only about $253,254 at 4% or $168,836 at 6%; with 50% employer match about $168,836 at 4% or $112,557 at 6%; with 100% employer match about $126,627 at 4% or $84,418 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 13 | $440,745 | $131,692 | $10,130iApproximate average salary by contribution assumption: employee only about $253,254 at 4% or $168,836 at 6%; with 50% employer match about $168,836 at 4% or $112,557 at 6%; with 100% employer match about $126,627 at 4% or $84,418 at 6%. |
| 2012 | 1 | 12 | $238,834 | $232,861 | $19,405iApproximate average salary by contribution assumption: employee only about $485,127 at 4% or $323,418 at 6%; with 50% employer match about $323,418 at 4% or $215,612 at 6%; with 100% employer match about $242,564 at 4% or $161,709 at 6%. |
| Capstone Benefits Group Inc. 401(K) Plan | - | 12 | $238,834 | $232,861 | $19,405iApproximate average salary by contribution assumption: employee only about $485,127 at 4% or $323,418 at 6%; with 50% employer match about $323,418 at 4% or $215,612 at 6%; with 100% employer match about $242,564 at 4% or $161,709 at 6%. |