Capstone Affluent Strategies I
Plan context: Capstone Affluent Strategies I 401 K Profit Sharing Plan Trust
EIN 46-1236690 • East Amherst, NY • 5 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
1
2016 Assets
$1,662
2016 Contributions
$1,069
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 1 | $1,662 | $0 | - |
| Capstone Affluent Strategies I 401 K Profit Sharing Plan Trust | - | 1 | $1,662 | $0 | - |
| 2015 | 1 | 1 | $1,561 | $0 | - |
| Capstone Affluent Strategies I 401 K Profit Sharing Plan Trust | - | 1 | $1,561 | $0 | - |
| 2014 | 1 | 1 | $1,558 | $1,069 | $1,069iApproximate average salary by contribution assumption: employee only about $26,725 at 4% or $17,817 at 6%; with 50% employer match about $17,817 at 4% or $11,878 at 6%; with 100% employer match about $13,363 at 4% or $8,908 at 6%. |
| Capstone Affluent Strategies I 401 K Profit Sharing Plan Trust | - | 1 | $1,558 | $1,069 | $1,069iApproximate average salary by contribution assumption: employee only about $26,725 at 4% or $17,817 at 6%; with 50% employer match about $17,817 at 4% or $11,878 at 6%; with 100% employer match about $13,363 at 4% or $8,908 at 6%. |
| 2013 | 1 | 4 | $21,854 | $19,189 | $4,797iApproximate average salary by contribution assumption: employee only about $119,931 at 4% or $79,954 at 6%; with 50% employer match about $79,954 at 4% or $53,303 at 6%; with 100% employer match about $59,966 at 4% or $39,977 at 6%. |
| Capstone Affluent Strategies I 401 K Profit Sharing Plan Trust | - | 4 | $21,854 | $19,189 | $4,797iApproximate average salary by contribution assumption: employee only about $119,931 at 4% or $79,954 at 6%; with 50% employer match about $79,954 at 4% or $53,303 at 6%; with 100% employer match about $59,966 at 4% or $39,977 at 6%. |
| 2012 | 1 | 2 | $1,814 | $1,801 | $901iApproximate average salary by contribution assumption: employee only about $22,513 at 4% or $15,008 at 6%; with 50% employer match about $15,008 at 4% or $10,006 at 6%; with 100% employer match about $11,256 at 4% or $7,504 at 6%. |
| Capstone Affluent Strategies I 401 K Profit Sharing Plan Trust | - | 2 | $1,814 | $1,801 | $901iApproximate average salary by contribution assumption: employee only about $22,513 at 4% or $15,008 at 6%; with 50% employer match about $15,008 at 4% or $10,006 at 6%; with 100% employer match about $11,256 at 4% or $7,504 at 6%. |