Civic Intelligence

Capstone Financial Advisors Inc.

Plan context: Capstone Financial Advisors 401(K) Plan

EIN 36-4296290 • Downers Grove, IL • 23 filings • 4 plans

2001 Butterfield RoadSuite 1750Downers Grove, IL 60515
Current Snapshot

Latest Year

2024

2024 Participants

40

2024 Assets

$7,609,984

2024 Contributions

$620,833

Historical Graphs

Total Assets Over Time

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

$7,609,984$3,804,992$0200220142024YearValue
$7,609,984Latest year 2024

Participants Over Time

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

42210200220132024YearValue
40Latest 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
2024140$7,609,984$620,833$15,521iApproximate average salary by contribution assumption: employee only about $388,021 at 4% or $258,680 at 6%; with 50% employer match about $258,680 at 4% or $172,454 at 6%; with 100% employer match about $194,010 at 4% or $129,340 at 6%.
Capstone Financial Advisors 401(K) Plan-40$7,609,984$620,833$15,521iApproximate average salary by contribution assumption: employee only about $388,021 at 4% or $258,680 at 6%; with 50% employer match about $258,680 at 4% or $172,454 at 6%; with 100% employer match about $194,010 at 4% or $129,340 at 6%.
2023142$6,358,815$543,891$12,950iApproximate average salary by contribution assumption: employee only about $323,745 at 4% or $215,830 at 6%; with 50% employer match about $215,830 at 4% or $143,887 at 6%; with 100% employer match about $161,872 at 4% or $107,915 at 6%.
Capstone Financial Advisors 401(K) Plan-42$6,358,815$543,891$12,950iApproximate average salary by contribution assumption: employee only about $323,745 at 4% or $215,830 at 6%; with 50% employer match about $215,830 at 4% or $143,887 at 6%; with 100% employer match about $161,872 at 4% or $107,915 at 6%.
2022133$4,923,674$531,747$16,114iApproximate average salary by contribution assumption: employee only about $402,839 at 4% or $268,559 at 6%; with 50% employer match about $268,559 at 4% or $179,039 at 6%; with 100% employer match about $201,419 at 4% or $134,280 at 6%.
Capstone Financial Advisors 401(K) Plan-33$4,923,674$531,747$16,114iApproximate average salary by contribution assumption: employee only about $402,839 at 4% or $268,559 at 6%; with 50% employer match about $268,559 at 4% or $179,039 at 6%; with 100% employer match about $201,419 at 4% or $134,280 at 6%.
2021132$5,493,012$498,829$15,588iApproximate average salary by contribution assumption: employee only about $389,710 at 4% or $259,807 at 6%; with 50% employer match about $259,807 at 4% or $173,205 at 6%; with 100% employer match about $194,855 at 4% or $129,903 at 6%.
Capstone Financial Advisors 401(K) Plan-32$5,493,012$498,829$15,588iApproximate average salary by contribution assumption: employee only about $389,710 at 4% or $259,807 at 6%; with 50% employer match about $259,807 at 4% or $173,205 at 6%; with 100% employer match about $194,855 at 4% or $129,903 at 6%.
2020131$4,252,915$550,113$17,746iApproximate average salary by contribution assumption: employee only about $443,640 at 4% or $295,760 at 6%; with 50% employer match about $295,760 at 4% or $197,173 at 6%; with 100% employer match about $221,820 at 4% or $147,880 at 6%.
Capstone Financial Advisors 401(K) Plan-31$4,252,915$550,113$17,746iApproximate average salary by contribution assumption: employee only about $443,640 at 4% or $295,760 at 6%; with 50% employer match about $295,760 at 4% or $197,173 at 6%; with 100% employer match about $221,820 at 4% or $147,880 at 6%.
2019125$3,275,157$398,520$15,941iApproximate average salary by contribution assumption: employee only about $398,520 at 4% or $265,680 at 6%; with 50% employer match about $265,680 at 4% or $177,120 at 6%; with 100% employer match about $199,260 at 4% or $132,840 at 6%.
Capstone Financial Advisors 401(K) Plan-25$3,275,157$398,520$15,941iApproximate average salary by contribution assumption: employee only about $398,520 at 4% or $265,680 at 6%; with 50% employer match about $265,680 at 4% or $177,120 at 6%; with 100% employer match about $199,260 at 4% or $132,840 at 6%.
2018125$3,096,823$816,027$32,641iApproximate average salary by contribution assumption: employee only about $816,027 at 4% or $544,018 at 6%; with 50% employer match about $544,018 at 4% or $362,679 at 6%; with 100% employer match about $408,014 at 4% or $272,009 at 6%.
Capstone Financial Advisors 401(K) Plan-25$3,096,823$816,027$32,641iApproximate average salary by contribution assumption: employee only about $816,027 at 4% or $544,018 at 6%; with 50% employer match about $544,018 at 4% or $362,679 at 6%; with 100% employer match about $408,014 at 4% or $272,009 at 6%.
2017128$2,587,755$390,681$13,953iApproximate average salary by contribution assumption: employee only about $348,822 at 4% or $232,548 at 6%; with 50% employer match about $232,548 at 4% or $155,032 at 6%; with 100% employer match about $174,411 at 4% or $116,274 at 6%.
Capstone Financial Advisors 401(K) Plan-28$2,587,755$390,681$13,953iApproximate average salary by contribution assumption: employee only about $348,822 at 4% or $232,548 at 6%; with 50% employer match about $232,548 at 4% or $155,032 at 6%; with 100% employer match about $174,411 at 4% or $116,274 at 6%.
2016125$1,943,582$351,567$14,063iApproximate average salary by contribution assumption: employee only about $351,567 at 4% or $234,378 at 6%; with 50% employer match about $234,378 at 4% or $156,252 at 6%; with 100% employer match about $175,784 at 4% or $117,189 at 6%.
Capstone Financial Advisors 401(K) Plan-25$1,943,582$351,567$14,063iApproximate average salary by contribution assumption: employee only about $351,567 at 4% or $234,378 at 6%; with 50% employer match about $234,378 at 4% or $156,252 at 6%; with 100% employer match about $175,784 at 4% or $117,189 at 6%.
2015121$1,743,391$316,112$15,053iApproximate average salary by contribution assumption: employee only about $376,324 at 4% or $250,883 at 6%; with 50% employer match about $250,883 at 4% or $167,255 at 6%; with 100% employer match about $188,162 at 4% or $125,441 at 6%.
Capstone Financial Advisors 401(K) Plan-21$1,743,391$316,112$15,053iApproximate average salary by contribution assumption: employee only about $376,324 at 4% or $250,883 at 6%; with 50% employer match about $250,883 at 4% or $167,255 at 6%; with 100% employer match about $188,162 at 4% or $125,441 at 6%.
2014117$1,539,840$396,508$23,324iApproximate average salary by contribution assumption: employee only about $583,100 at 4% or $388,733 at 6%; with 50% employer match about $388,733 at 4% or $259,156 at 6%; with 100% employer match about $291,550 at 4% or $194,367 at 6%.
Capstone Financial Advisors 401(K) Plan-17$1,539,840$396,508$23,324iApproximate average salary by contribution assumption: employee only about $583,100 at 4% or $388,733 at 6%; with 50% employer match about $388,733 at 4% or $259,156 at 6%; with 100% employer match about $291,550 at 4% or $194,367 at 6%.
2013115$1,102,165$186,825$12,455iApproximate average salary by contribution assumption: employee only about $311,375 at 4% or $207,583 at 6%; with 50% employer match about $207,583 at 4% or $138,389 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
Capstone Financial Advisors 401(K) Plan-15$1,102,165$186,825$12,455iApproximate average salary by contribution assumption: employee only about $311,375 at 4% or $207,583 at 6%; with 50% employer match about $207,583 at 4% or $138,389 at 6%; with 100% employer match about $155,688 at 4% or $103,792 at 6%.
2012112$835,648$156,342$13,029iApproximate average salary by contribution assumption: employee only about $325,713 at 4% or $217,142 at 6%; with 50% employer match about $217,142 at 4% or $144,761 at 6%; with 100% employer match about $162,856 at 4% or $108,571 at 6%.
Capstone Financial Advisors 401(K) Plan-12$835,648$156,342$13,029iApproximate average salary by contribution assumption: employee only about $325,713 at 4% or $217,142 at 6%; with 50% employer match about $217,142 at 4% or $144,761 at 6%; with 100% employer match about $162,856 at 4% or $108,571 at 6%.
2011112$638,370$156,202$13,017iApproximate average salary by contribution assumption: employee only about $325,421 at 4% or $216,947 at 6%; with 50% employer match about $216,947 at 4% or $144,631 at 6%; with 100% employer match about $162,710 at 4% or $108,474 at 6%.
Capstone Financial Advisors 401(K) Plan-12$638,370$156,202$13,017iApproximate average salary by contribution assumption: employee only about $325,421 at 4% or $216,947 at 6%; with 50% employer match about $216,947 at 4% or $144,631 at 6%; with 100% employer match about $162,710 at 4% or $108,474 at 6%.
2010112$518,966$126,027$10,502iApproximate average salary by contribution assumption: employee only about $262,556 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,278 at 4% or $87,519 at 6%.
Capstone Financial Advisors 401(K) Plan-12$518,966$126,027$10,502iApproximate average salary by contribution assumption: employee only about $262,556 at 4% or $175,038 at 6%; with 50% employer match about $175,038 at 4% or $116,692 at 6%; with 100% employer match about $131,278 at 4% or $87,519 at 6%.
200917$362,899$99,369$14,196iApproximate average salary by contribution assumption: employee only about $354,889 at 4% or $236,593 at 6%; with 50% employer match about $236,593 at 4% or $157,729 at 6%; with 100% employer match about $177,445 at 4% or $118,296 at 6%.
Capstone Financial Advisors 401(K) Plan-7$362,899$99,369$14,196iApproximate average salary by contribution assumption: employee only about $354,889 at 4% or $236,593 at 6%; with 50% employer match about $236,593 at 4% or $157,729 at 6%; with 100% employer match about $177,445 at 4% or $118,296 at 6%.
200816$0$0-
Capstone Financial Advisors 401(K) Plan-6---
200715$0$0-
Capstone Financial Advisors 401(K) Plan-5---
200615$246,185$89,580$17,916iApproximate average salary by contribution assumption: employee only about $447,900 at 4% or $298,600 at 6%; with 50% employer match about $298,600 at 4% or $199,067 at 6%; with 100% employer match about $223,950 at 4% or $149,300 at 6%.
Capstone Financial Advisors 401(K) Plan-5$246,185$89,580$17,916iApproximate average salary by contribution assumption: employee only about $447,900 at 4% or $298,600 at 6%; with 50% employer match about $298,600 at 4% or $199,067 at 6%; with 100% employer match about $223,950 at 4% or $149,300 at 6%.
200515$186,944$59,283$11,857iApproximate average salary by contribution assumption: employee only about $296,415 at 4% or $197,610 at 6%; with 50% employer match about $197,610 at 4% or $131,740 at 6%; with 100% employer match about $148,208 at 4% or $98,805 at 6%.
Capstone Financial Advisors 401(K) Plan-5$186,944$59,283$11,857iApproximate average salary by contribution assumption: employee only about $296,415 at 4% or $197,610 at 6%; with 50% employer match about $197,610 at 4% or $131,740 at 6%; with 100% employer match about $148,208 at 4% or $98,805 at 6%.
200413$116,838$46,783$15,594iApproximate average salary by contribution assumption: employee only about $389,858 at 4% or $259,906 at 6%; with 50% employer match about $259,906 at 4% or $173,270 at 6%; with 100% employer match about $194,929 at 4% or $129,953 at 6%.
Capstone Financial Advisors 401(K) Plan-3$116,838$46,783$15,594iApproximate average salary by contribution assumption: employee only about $389,858 at 4% or $259,906 at 6%; with 50% employer match about $259,906 at 4% or $173,270 at 6%; with 100% employer match about $194,929 at 4% or $129,953 at 6%.
200314$77,743$36,582$9,146iApproximate average salary by contribution assumption: employee only about $228,638 at 4% or $152,425 at 6%; with 50% employer match about $152,425 at 4% or $101,617 at 6%; with 100% employer match about $114,319 at 4% or $76,213 at 6%.
Capstone Financial Advisors 401(K) Plan-4$77,743$36,582$9,146iApproximate average salary by contribution assumption: employee only about $228,638 at 4% or $152,425 at 6%; with 50% employer match about $152,425 at 4% or $101,617 at 6%; with 100% employer match about $114,319 at 4% or $76,213 at 6%.
200214$35,651$36,007$9,002iApproximate average salary by contribution assumption: employee only about $225,044 at 4% or $150,029 at 6%; with 50% employer match about $150,029 at 4% or $100,019 at 6%; with 100% employer match about $112,522 at 4% or $75,015 at 6%.
Capstone Financial Advisors 401(K) Plan-4$35,651$36,007$9,002iApproximate average salary by contribution assumption: employee only about $225,044 at 4% or $150,029 at 6%; with 50% employer match about $150,029 at 4% or $100,019 at 6%; with 100% employer match about $112,522 at 4% or $75,015 at 6%.