Current Snapshot
Latest Year
2014
2014 Participants
121
2014 Assets
$5,306,932
2014 Contributions
$804,647
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| Capstrat LLC Retirement Savings Plan | - | 0 | - | - | - |
| 2013 | 2 | 121 | $5,306,932 | $804,647 | $6,650iApproximate average salary by contribution assumption: employee only about $166,249 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,416 at 6%. |
| Capstrat LLC Retirement Savings Plan | - | 121 | $5,306,932 | $804,647 | $6,650iApproximate average salary by contribution assumption: employee only about $166,249 at 4% or $110,833 at 6%; with 50% employer match about $110,833 at 4% or $73,889 at 6%; with 100% employer match about $83,125 at 4% or $55,416 at 6%. |
| CAPSTRAT LLC WELFARE BENEFITS PLAN | - | 120 | - | - | - |