Civic Intelligence

Capitala Advisors Corp.

Plan context: Capitala Advisors Corp. 401(K) Plan

EIN 46-0976371 • Charlotte, NC • 12 filings • 2 plans

4201 Congress St Ste 360Charlotte, NC 28209-4636
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$5,178,198

2024 Contributions

$521,062

Historical Graphs

Total Assets Over Time

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

$5,178,198$2,589,099$0201320192024YearValue
$5,178,198Latest year 2024

Participants Over Time

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

32160201320192024YearValue
23Latest 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
2024123$5,178,198$521,062$22,655iApproximate average salary by contribution assumption: employee only about $566,372 at 4% or $377,581 at 6%; with 50% employer match about $377,581 at 4% or $251,721 at 6%; with 100% employer match about $283,186 at 4% or $188,791 at 6%.
Capitala Advisors Corp. 401(K) Plan-23$5,178,198$521,062$22,655iApproximate average salary by contribution assumption: employee only about $566,372 at 4% or $377,581 at 6%; with 50% employer match about $377,581 at 4% or $251,721 at 6%; with 100% employer match about $283,186 at 4% or $188,791 at 6%.
2023122$4,059,480$442,523$20,115iApproximate average salary by contribution assumption: employee only about $502,867 at 4% or $335,245 at 6%; with 50% employer match about $335,245 at 4% or $223,496 at 6%; with 100% employer match about $251,434 at 4% or $167,622 at 6%.
Capitala Advisors Corp. 401(K) Plan-22$4,059,480$442,523$20,115iApproximate average salary by contribution assumption: employee only about $502,867 at 4% or $335,245 at 6%; with 50% employer match about $335,245 at 4% or $223,496 at 6%; with 100% employer match about $251,434 at 4% or $167,622 at 6%.
2022125$3,428,116$270,684$10,827iApproximate average salary by contribution assumption: employee only about $270,684 at 4% or $180,456 at 6%; with 50% employer match about $180,456 at 4% or $120,304 at 6%; with 100% employer match about $135,342 at 4% or $90,228 at 6%.
Capitala Advisors Corp. 401(K) Plan-25$3,428,116$270,684$10,827iApproximate average salary by contribution assumption: employee only about $270,684 at 4% or $180,456 at 6%; with 50% employer match about $180,456 at 4% or $120,304 at 6%; with 100% employer match about $135,342 at 4% or $90,228 at 6%.
2021131$3,868,808$297,176$9,586iApproximate average salary by contribution assumption: employee only about $239,658 at 4% or $159,772 at 6%; with 50% employer match about $159,772 at 4% or $106,515 at 6%; with 100% employer match about $119,829 at 4% or $79,886 at 6%.
Capitala Advisors Corp. 401(K) Plan-31$3,868,808$297,176$9,586iApproximate average salary by contribution assumption: employee only about $239,658 at 4% or $159,772 at 6%; with 50% employer match about $159,772 at 4% or $106,515 at 6%; with 100% employer match about $119,829 at 4% or $79,886 at 6%.
2020132$3,503,526$378,516$11,829iApproximate average salary by contribution assumption: employee only about $295,716 at 4% or $197,144 at 6%; with 50% employer match about $197,144 at 4% or $131,429 at 6%; with 100% employer match about $147,858 at 4% or $98,572 at 6%.
Capitala Advisors Corp. 401(K) Plan-32$3,503,526$378,516$11,829iApproximate average salary by contribution assumption: employee only about $295,716 at 4% or $197,144 at 6%; with 50% employer match about $197,144 at 4% or $131,429 at 6%; with 100% employer match about $147,858 at 4% or $98,572 at 6%.
2019127$4,050,546$447,543$16,576iApproximate average salary by contribution assumption: employee only about $414,392 at 4% or $276,261 at 6%; with 50% employer match about $276,261 at 4% or $184,174 at 6%; with 100% employer match about $207,196 at 4% or $138,131 at 6%.
Capitala Advisors Corp. 401(K) Plan-27$4,050,546$447,543$16,576iApproximate average salary by contribution assumption: employee only about $414,392 at 4% or $276,261 at 6%; with 50% employer match about $276,261 at 4% or $184,174 at 6%; with 100% employer match about $207,196 at 4% or $138,131 at 6%.
2018127$2,952,073$416,804$15,437iApproximate average salary by contribution assumption: employee only about $385,930 at 4% or $257,286 at 6%; with 50% employer match about $257,286 at 4% or $171,524 at 6%; with 100% employer match about $192,965 at 4% or $128,643 at 6%.
Capitala Advisors Corp. 401(K) Plan-27$2,952,073$416,804$15,437iApproximate average salary by contribution assumption: employee only about $385,930 at 4% or $257,286 at 6%; with 50% employer match about $257,286 at 4% or $171,524 at 6%; with 100% employer match about $192,965 at 4% or $128,643 at 6%.
2017122$2,718,886$367,950$16,725iApproximate average salary by contribution assumption: employee only about $418,125 at 4% or $278,750 at 6%; with 50% employer match about $278,750 at 4% or $185,833 at 6%; with 100% employer match about $209,063 at 4% or $139,375 at 6%.
Capitala Advisors Corp. 401(K) Plan-22$2,718,886$367,950$16,725iApproximate average salary by contribution assumption: employee only about $418,125 at 4% or $278,750 at 6%; with 50% employer match about $278,750 at 4% or $185,833 at 6%; with 100% employer match about $209,063 at 4% or $139,375 at 6%.
2016124$2,237,443$391,158$16,298iApproximate average salary by contribution assumption: employee only about $407,456 at 4% or $271,638 at 6%; with 50% employer match about $271,638 at 4% or $181,092 at 6%; with 100% employer match about $203,728 at 4% or $135,819 at 6%.
Capitala Advisors Corp. 401(K) Plan-24$2,237,443$391,158$16,298iApproximate average salary by contribution assumption: employee only about $407,456 at 4% or $271,638 at 6%; with 50% employer match about $271,638 at 4% or $181,092 at 6%; with 100% employer match about $203,728 at 4% or $135,819 at 6%.
2015122$1,674,136$382,027$17,365iApproximate average salary by contribution assumption: employee only about $434,122 at 4% or $289,414 at 6%; with 50% employer match about $289,414 at 4% or $192,943 at 6%; with 100% employer match about $217,061 at 4% or $144,707 at 6%.
Capitala Advisors Corp. 401(K) Plan-22$1,674,136$382,027$17,365iApproximate average salary by contribution assumption: employee only about $434,122 at 4% or $289,414 at 6%; with 50% employer match about $289,414 at 4% or $192,943 at 6%; with 100% employer match about $217,061 at 4% or $144,707 at 6%.
2014116$1,604,317$356,665$22,292iApproximate average salary by contribution assumption: employee only about $557,289 at 4% or $371,526 at 6%; with 50% employer match about $371,526 at 4% or $247,684 at 6%; with 100% employer match about $278,645 at 4% or $185,763 at 6%.
Capitala Advisors Corp. 401(K) Plan-16$1,604,317$356,665$22,292iApproximate average salary by contribution assumption: employee only about $557,289 at 4% or $371,526 at 6%; with 50% employer match about $371,526 at 4% or $247,684 at 6%; with 100% employer match about $278,645 at 4% or $185,763 at 6%.
2013112$1,181,729$1,108,796$92,400iApproximate average salary by contribution assumption: employee only about $2,309,992 at 4% or $1,539,994 at 6%; with 50% employer match about $1,539,994 at 4% or $1,026,663 at 6%; with 100% employer match about $1,154,996 at 4% or $769,997 at 6%.
Capitala Advisors Corp. 401(K) Plan-12$1,181,729$1,108,796$92,400iApproximate average salary by contribution assumption: employee only about $2,309,992 at 4% or $1,539,994 at 6%; with 50% employer match about $1,539,994 at 4% or $1,026,663 at 6%; with 100% employer match about $1,154,996 at 4% or $769,997 at 6%.