Capital Advisors LLC
Plan context: Capital Advisors LLC 401 K Profit Sharing Plan Trust
EIN 37-1457672 • Southborough, MA • 6 filings • 2 plans
Current Snapshot
Latest Year
2021
2021 Participants
3
2021 Assets
$640,318
2021 Contributions
$58,352
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 |
|---|---|---|---|---|---|
| 2021 | 1 | 0 | $0 | $58,352 | - |
| Capital Advisors LLC 401 K Profit Sharing Plan Trust | - | 0 | $0 | $58,352 | - |
| 2020 | 1 | 3 | $640,318 | $96,774 | $32,258iApproximate average salary by contribution assumption: employee only about $806,450 at 4% or $537,633 at 6%; with 50% employer match about $537,633 at 4% or $358,422 at 6%; with 100% employer match about $403,225 at 4% or $268,817 at 6%. |
| Capital Advisors LLC 401 K Profit Sharing Plan Trust | - | 3 | $640,318 | $96,774 | $32,258iApproximate average salary by contribution assumption: employee only about $806,450 at 4% or $537,633 at 6%; with 50% employer match about $537,633 at 4% or $358,422 at 6%; with 100% employer match about $403,225 at 4% or $268,817 at 6%. |
| 2019 | 1 | 3 | $454,298 | $92,046 | $30,682iApproximate average salary by contribution assumption: employee only about $767,050 at 4% or $511,367 at 6%; with 50% employer match about $511,367 at 4% or $340,911 at 6%; with 100% employer match about $383,525 at 4% or $255,683 at 6%. |
| Capital Advisors LLC 401 K Profit Sharing Plan Trust | - | 3 | $454,298 | $92,046 | $30,682iApproximate average salary by contribution assumption: employee only about $767,050 at 4% or $511,367 at 6%; with 50% employer match about $511,367 at 4% or $340,911 at 6%; with 100% employer match about $383,525 at 4% or $255,683 at 6%. |
| 2018 | 1 | 3 | $269,977 | $87,412 | $29,137iApproximate average salary by contribution assumption: employee only about $728,433 at 4% or $485,622 at 6%; with 50% employer match about $485,622 at 4% or $323,748 at 6%; with 100% employer match about $364,217 at 4% or $242,811 at 6%. |
| Capital Advisors LLC 401 K Profit Sharing Plan Trust | - | 3 | $269,977 | $87,412 | $29,137iApproximate average salary by contribution assumption: employee only about $728,433 at 4% or $485,622 at 6%; with 50% employer match about $485,622 at 4% or $323,748 at 6%; with 100% employer match about $364,217 at 4% or $242,811 at 6%. |
| 2017 | 1 | 3 | $198,415 | $81,340 | $27,113iApproximate average salary by contribution assumption: employee only about $677,833 at 4% or $451,889 at 6%; with 50% employer match about $451,889 at 4% or $301,259 at 6%; with 100% employer match about $338,917 at 4% or $225,944 at 6%. |
| Capital Advisors LLC 401 K Profit Sharing Plan Trust | - | 3 | $198,415 | $81,340 | $27,113iApproximate average salary by contribution assumption: employee only about $677,833 at 4% or $451,889 at 6%; with 50% employer match about $451,889 at 4% or $301,259 at 6%; with 100% employer match about $338,917 at 4% or $225,944 at 6%. |
| 2016 | 1 | 3 | $92,184 | $91,457 | $30,486iApproximate average salary by contribution assumption: employee only about $762,142 at 4% or $508,094 at 6%; with 50% employer match about $508,094 at 4% or $338,730 at 6%; with 100% employer match about $381,071 at 4% or $254,047 at 6%. |
| Capital Advisors LLC 401 K Profit Sharing Plan Trust | - | 3 | $92,184 | $91,457 | $30,486iApproximate average salary by contribution assumption: employee only about $762,142 at 4% or $508,094 at 6%; with 50% employer match about $508,094 at 4% or $338,730 at 6%; with 100% employer match about $381,071 at 4% or $254,047 at 6%. |