Civic Intelligence

Capital Data Inc.

Plan context: Capital Data Inc 401(K) & Profit Sharing Plan

EIN 39-1650699 • Brookfield, WI • 27 filings • 4 plans

1360 S. Moorland RoadSuite 200Brookfield, WI 53005
Current Snapshot

Latest Year

2025

2025 Participants

87

2025 Assets

$9,686,633

2025 Contributions

$870,390

Historical Graphs

Total Assets Over Time

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

$9,686,633$4,843,317$0199920132025YearValue
$9,686,633Latest year 2025

Participants Over Time

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

87440199920122025YearValue
87Latest 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
2025187$9,686,633$870,390$10,004iApproximate average salary by contribution assumption: employee only about $250,112 at 4% or $166,741 at 6%; with 50% employer match about $166,741 at 4% or $111,161 at 6%; with 100% employer match about $125,056 at 4% or $83,371 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-87$9,686,633$870,390$10,004iApproximate average salary by contribution assumption: employee only about $250,112 at 4% or $166,741 at 6%; with 50% employer match about $166,741 at 4% or $111,161 at 6%; with 100% employer match about $125,056 at 4% or $83,371 at 6%.
2024182$8,174,495$1,192,425$14,542iApproximate average salary by contribution assumption: employee only about $363,544 at 4% or $242,363 at 6%; with 50% employer match about $242,363 at 4% or $161,575 at 6%; with 100% employer match about $181,772 at 4% or $121,181 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-82$8,174,495$1,192,425$14,542iApproximate average salary by contribution assumption: employee only about $363,544 at 4% or $242,363 at 6%; with 50% employer match about $242,363 at 4% or $161,575 at 6%; with 100% employer match about $181,772 at 4% or $121,181 at 6%.
2023175$6,354,541$2,082,108$27,761iApproximate average salary by contribution assumption: employee only about $694,036 at 4% or $462,691 at 6%; with 50% employer match about $462,691 at 4% or $308,460 at 6%; with 100% employer match about $347,018 at 4% or $231,345 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-75$6,354,541$2,082,108$27,761iApproximate average salary by contribution assumption: employee only about $694,036 at 4% or $462,691 at 6%; with 50% employer match about $462,691 at 4% or $308,460 at 6%; with 100% employer match about $347,018 at 4% or $231,345 at 6%.
2022170$3,815,051$548,654$7,838iApproximate average salary by contribution assumption: employee only about $195,948 at 4% or $130,632 at 6%; with 50% employer match about $130,632 at 4% or $87,088 at 6%; with 100% employer match about $97,974 at 4% or $65,316 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-70$3,815,051$548,654$7,838iApproximate average salary by contribution assumption: employee only about $195,948 at 4% or $130,632 at 6%; with 50% employer match about $130,632 at 4% or $87,088 at 6%; with 100% employer match about $97,974 at 4% or $65,316 at 6%.
2021166$4,242,504$655,646$9,934iApproximate average salary by contribution assumption: employee only about $248,351 at 4% or $165,567 at 6%; with 50% employer match about $165,567 at 4% or $110,378 at 6%; with 100% employer match about $124,175 at 4% or $82,784 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-66$4,242,504$655,646$9,934iApproximate average salary by contribution assumption: employee only about $248,351 at 4% or $165,567 at 6%; with 50% employer match about $165,567 at 4% or $110,378 at 6%; with 100% employer match about $124,175 at 4% or $82,784 at 6%.
2020156$3,350,575$439,175$7,842iApproximate average salary by contribution assumption: employee only about $196,060 at 4% or $130,707 at 6%; with 50% employer match about $130,707 at 4% or $87,138 at 6%; with 100% employer match about $98,030 at 4% or $65,353 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-56$3,350,575$439,175$7,842iApproximate average salary by contribution assumption: employee only about $196,060 at 4% or $130,707 at 6%; with 50% employer match about $130,707 at 4% or $87,138 at 6%; with 100% employer match about $98,030 at 4% or $65,353 at 6%.
2019150$2,762,616$443,630$8,873iApproximate average salary by contribution assumption: employee only about $221,815 at 4% or $147,877 at 6%; with 50% employer match about $147,877 at 4% or $98,584 at 6%; with 100% employer match about $110,908 at 4% or $73,938 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-50$2,762,616$443,630$8,873iApproximate average salary by contribution assumption: employee only about $221,815 at 4% or $147,877 at 6%; with 50% employer match about $147,877 at 4% or $98,584 at 6%; with 100% employer match about $110,908 at 4% or $73,938 at 6%.
2018146$2,068,885$452,908$9,846iApproximate average salary by contribution assumption: employee only about $246,146 at 4% or $164,097 at 6%; with 50% employer match about $164,097 at 4% or $109,398 at 6%; with 100% employer match about $123,073 at 4% or $82,049 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-46$2,068,885$452,908$9,846iApproximate average salary by contribution assumption: employee only about $246,146 at 4% or $164,097 at 6%; with 50% employer match about $164,097 at 4% or $109,398 at 6%; with 100% employer match about $123,073 at 4% or $82,049 at 6%.
2017139$1,825,774$272,988$7,000iApproximate average salary by contribution assumption: employee only about $174,992 at 4% or $116,662 at 6%; with 50% employer match about $116,662 at 4% or $77,774 at 6%; with 100% employer match about $87,496 at 4% or $58,331 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-39$1,825,774$272,988$7,000iApproximate average salary by contribution assumption: employee only about $174,992 at 4% or $116,662 at 6%; with 50% employer match about $116,662 at 4% or $77,774 at 6%; with 100% employer match about $87,496 at 4% or $58,331 at 6%.
2016126$1,368,618$206,837$7,955iApproximate average salary by contribution assumption: employee only about $198,882 at 4% or $132,588 at 6%; with 50% employer match about $132,588 at 4% or $88,392 at 6%; with 100% employer match about $99,441 at 4% or $66,294 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-26$1,368,618$206,837$7,955iApproximate average salary by contribution assumption: employee only about $198,882 at 4% or $132,588 at 6%; with 50% employer match about $132,588 at 4% or $88,392 at 6%; with 100% employer match about $99,441 at 4% or $66,294 at 6%.
2015124$1,150,494$252,662$10,528iApproximate average salary by contribution assumption: employee only about $263,190 at 4% or $175,460 at 6%; with 50% employer match about $175,460 at 4% or $116,973 at 6%; with 100% employer match about $131,595 at 4% or $87,730 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-24$1,150,494$252,662$10,528iApproximate average salary by contribution assumption: employee only about $263,190 at 4% or $175,460 at 6%; with 50% employer match about $175,460 at 4% or $116,973 at 6%; with 100% employer match about $131,595 at 4% or $87,730 at 6%.
2014124$2,376,531$141,918$5,913iApproximate average salary by contribution assumption: employee only about $147,831 at 4% or $98,554 at 6%; with 50% employer match about $98,554 at 4% or $65,703 at 6%; with 100% employer match about $73,916 at 4% or $49,277 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-24$2,376,531$141,918$5,913iApproximate average salary by contribution assumption: employee only about $147,831 at 4% or $98,554 at 6%; with 50% employer match about $98,554 at 4% or $65,703 at 6%; with 100% employer match about $73,916 at 4% or $49,277 at 6%.
2013121$2,145,929$123,560$5,884iApproximate average salary by contribution assumption: employee only about $147,095 at 4% or $98,063 at 6%; with 50% employer match about $98,063 at 4% or $65,376 at 6%; with 100% employer match about $73,548 at 4% or $49,032 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-21$2,145,929$123,560$5,884iApproximate average salary by contribution assumption: employee only about $147,095 at 4% or $98,063 at 6%; with 50% employer match about $98,063 at 4% or $65,376 at 6%; with 100% employer match about $73,548 at 4% or $49,032 at 6%.
2012120$1,639,350$60,986$3,049iApproximate average salary by contribution assumption: employee only about $76,233 at 4% or $50,822 at 6%; with 50% employer match about $50,822 at 4% or $33,881 at 6%; with 100% employer match about $38,116 at 4% or $25,411 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-20$1,639,350$60,986$3,049iApproximate average salary by contribution assumption: employee only about $76,233 at 4% or $50,822 at 6%; with 50% employer match about $50,822 at 4% or $33,881 at 6%; with 100% employer match about $38,116 at 4% or $25,411 at 6%.
2011121$1,393,221$40,320$1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-21$1,393,221$40,320$1,920iApproximate average salary by contribution assumption: employee only about $48,000 at 4% or $32,000 at 6%; with 50% employer match about $32,000 at 4% or $21,333 at 6%; with 100% employer match about $24,000 at 4% or $16,000 at 6%.
2010120$1,584,926$20,733$1,037iApproximate average salary by contribution assumption: employee only about $25,916 at 4% or $17,278 at 6%; with 50% employer match about $17,278 at 4% or $11,518 at 6%; with 100% employer match about $12,958 at 4% or $8,639 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-20$1,584,926$20,733$1,037iApproximate average salary by contribution assumption: employee only about $25,916 at 4% or $17,278 at 6%; with 50% employer match about $17,278 at 4% or $11,518 at 6%; with 100% employer match about $12,958 at 4% or $8,639 at 6%.
2009122$1,427,203$4,987$227iApproximate average salary by contribution assumption: employee only about $5,667 at 4% or $3,778 at 6%; with 50% employer match about $3,778 at 4% or $2,519 at 6%; with 100% employer match about $2,834 at 4% or $1,889 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-22$1,427,203$4,987$227iApproximate average salary by contribution assumption: employee only about $5,667 at 4% or $3,778 at 6%; with 50% employer match about $3,778 at 4% or $2,519 at 6%; with 100% employer match about $2,834 at 4% or $1,889 at 6%.
2008112$1,053,182$87,111$7,259iApproximate average salary by contribution assumption: employee only about $181,481 at 4% or $120,988 at 6%; with 50% employer match about $120,988 at 4% or $80,658 at 6%; with 100% employer match about $90,741 at 4% or $60,494 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-12$1,053,182$87,111$7,259iApproximate average salary by contribution assumption: employee only about $181,481 at 4% or $120,988 at 6%; with 50% employer match about $120,988 at 4% or $80,658 at 6%; with 100% employer match about $90,741 at 4% or $60,494 at 6%.
2007117$1,858,550$147,213$8,660iApproximate average salary by contribution assumption: employee only about $216,490 at 4% or $144,326 at 6%; with 50% employer match about $144,326 at 4% or $96,218 at 6%; with 100% employer match about $108,245 at 4% or $72,163 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-17$1,858,550$147,213$8,660iApproximate average salary by contribution assumption: employee only about $216,490 at 4% or $144,326 at 6%; with 50% employer match about $144,326 at 4% or $96,218 at 6%; with 100% employer match about $108,245 at 4% or $72,163 at 6%.
2006119$1,606,025$174,915$9,206iApproximate average salary by contribution assumption: employee only about $230,151 at 4% or $153,434 at 6%; with 50% employer match about $153,434 at 4% or $102,289 at 6%; with 100% employer match about $115,076 at 4% or $76,717 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-19$1,606,025$174,915$9,206iApproximate average salary by contribution assumption: employee only about $230,151 at 4% or $153,434 at 6%; with 50% employer match about $153,434 at 4% or $102,289 at 6%; with 100% employer match about $115,076 at 4% or $76,717 at 6%.
2005115$1,232,689$139,388$9,293iApproximate average salary by contribution assumption: employee only about $232,313 at 4% or $154,876 at 6%; with 50% employer match about $154,876 at 4% or $103,250 at 6%; with 100% employer match about $116,157 at 4% or $77,438 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-15$1,232,689$139,388$9,293iApproximate average salary by contribution assumption: employee only about $232,313 at 4% or $154,876 at 6%; with 50% employer match about $154,876 at 4% or $103,250 at 6%; with 100% employer match about $116,157 at 4% or $77,438 at 6%.
2004113$951,656$114,711$8,824iApproximate average salary by contribution assumption: employee only about $220,598 at 4% or $147,065 at 6%; with 50% employer match about $147,065 at 4% or $98,044 at 6%; with 100% employer match about $110,299 at 4% or $73,533 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-13$951,656$114,711$8,824iApproximate average salary by contribution assumption: employee only about $220,598 at 4% or $147,065 at 6%; with 50% employer match about $147,065 at 4% or $98,044 at 6%; with 100% employer match about $110,299 at 4% or $73,533 at 6%.
200319$720,646$57,954$6,439iApproximate average salary by contribution assumption: employee only about $160,983 at 4% or $107,322 at 6%; with 50% employer match about $107,322 at 4% or $71,548 at 6%; with 100% employer match about $80,492 at 4% or $53,661 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-9$720,646$57,954$6,439iApproximate average salary by contribution assumption: employee only about $160,983 at 4% or $107,322 at 6%; with 50% employer match about $107,322 at 4% or $71,548 at 6%; with 100% employer match about $80,492 at 4% or $53,661 at 6%.
200217$0$0-
Capital Data Inc 401(K) & Profit Sharing Plan-7---
200118$559,477$34,541$4,318iApproximate average salary by contribution assumption: employee only about $107,941 at 4% or $71,960 at 6%; with 50% employer match about $71,960 at 4% or $47,974 at 6%; with 100% employer match about $53,970 at 4% or $35,980 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-8$559,477$34,541$4,318iApproximate average salary by contribution assumption: employee only about $107,941 at 4% or $71,960 at 6%; with 50% employer match about $71,960 at 4% or $47,974 at 6%; with 100% employer match about $53,970 at 4% or $35,980 at 6%.
200017$594,859$30,534$4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-7$594,859$30,534$4,362iApproximate average salary by contribution assumption: employee only about $109,050 at 4% or $72,700 at 6%; with 50% employer match about $72,700 at 4% or $48,467 at 6%; with 100% employer match about $54,525 at 4% or $36,350 at 6%.
199917$630,071$78,936$11,277iApproximate average salary by contribution assumption: employee only about $281,914 at 4% or $187,943 at 6%; with 50% employer match about $187,943 at 4% or $125,295 at 6%; with 100% employer match about $140,957 at 4% or $93,971 at 6%.
Capital Data Inc 401(K) & Profit Sharing Plan-7$630,071$78,936$11,277iApproximate average salary by contribution assumption: employee only about $281,914 at 4% or $187,943 at 6%; with 50% employer match about $187,943 at 4% or $125,295 at 6%; with 100% employer match about $140,957 at 4% or $93,971 at 6%.