Civic Intelligence

Capitas Midwest LLC

Plan context: Capitas Midwest 401(K) Plan

EIN 46-4938775 • Milwaukee, WI • 10 filings • 2 plans

735 N Water Street Suite 1110Milwaukee, WI 53202
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$1,729,401

2024 Contributions

$126,022

Historical Graphs

Total Assets Over Time

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

$1,729,401$864,701$0201520192023YearValue
$1,729,401Latest year 2023

Participants Over Time

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

1370201520192023YearValue
12Latest year 2023

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
202410$0$126,022-
Capitas Midwest 401(K) Plan-0$0$126,022-
2023112$1,729,401$124,290$10,358iApproximate average salary by contribution assumption: employee only about $258,938 at 4% or $172,625 at 6%; with 50% employer match about $172,625 at 4% or $115,083 at 6%; with 100% employer match about $129,469 at 4% or $86,313 at 6%.
Capitas Midwest 401(K) Plan-12$1,729,401$124,290$10,358iApproximate average salary by contribution assumption: employee only about $258,938 at 4% or $172,625 at 6%; with 50% employer match about $172,625 at 4% or $115,083 at 6%; with 100% employer match about $129,469 at 4% or $86,313 at 6%.
2022112$1,381,492$147,917$12,326iApproximate average salary by contribution assumption: employee only about $308,160 at 4% or $205,440 at 6%; with 50% employer match about $205,440 at 4% or $136,960 at 6%; with 100% employer match about $154,080 at 4% or $102,720 at 6%.
Capitas Midwest 401(K) Plan-12$1,381,492$147,917$12,326iApproximate average salary by contribution assumption: employee only about $308,160 at 4% or $205,440 at 6%; with 50% employer match about $205,440 at 4% or $136,960 at 6%; with 100% employer match about $154,080 at 4% or $102,720 at 6%.
2021112$1,448,301$172,446$14,371iApproximate average salary by contribution assumption: employee only about $359,263 at 4% or $239,508 at 6%; with 50% employer match about $239,508 at 4% or $159,672 at 6%; with 100% employer match about $179,631 at 4% or $119,754 at 6%.
Capitas Midwest 401(K) Plan-12$1,448,301$172,446$14,371iApproximate average salary by contribution assumption: employee only about $359,263 at 4% or $239,508 at 6%; with 50% employer match about $239,508 at 4% or $159,672 at 6%; with 100% employer match about $179,631 at 4% or $119,754 at 6%.
2020113$1,341,619$205,871$15,836iApproximate average salary by contribution assumption: employee only about $395,906 at 4% or $263,937 at 6%; with 50% employer match about $263,937 at 4% or $175,958 at 6%; with 100% employer match about $197,953 at 4% or $131,969 at 6%.
Capitas Midwest 401(K) Plan-13$1,341,619$205,871$15,836iApproximate average salary by contribution assumption: employee only about $395,906 at 4% or $263,937 at 6%; with 50% employer match about $263,937 at 4% or $175,958 at 6%; with 100% employer match about $197,953 at 4% or $131,969 at 6%.
2019113$970,534$207,345$15,950iApproximate average salary by contribution assumption: employee only about $398,740 at 4% or $265,827 at 6%; with 50% employer match about $265,827 at 4% or $177,218 at 6%; with 100% employer match about $199,370 at 4% or $132,913 at 6%.
Capitas Midwest 401(K) Plan-13$970,534$207,345$15,950iApproximate average salary by contribution assumption: employee only about $398,740 at 4% or $265,827 at 6%; with 50% employer match about $265,827 at 4% or $177,218 at 6%; with 100% employer match about $199,370 at 4% or $132,913 at 6%.
2018113$598,631$168,117$12,932iApproximate average salary by contribution assumption: employee only about $323,302 at 4% or $215,535 at 6%; with 50% employer match about $215,535 at 4% or $143,690 at 6%; with 100% employer match about $161,651 at 4% or $107,767 at 6%.
Capitas Midwest 401(K) Plan-13$598,631$168,117$12,932iApproximate average salary by contribution assumption: employee only about $323,302 at 4% or $215,535 at 6%; with 50% employer match about $215,535 at 4% or $143,690 at 6%; with 100% employer match about $161,651 at 4% or $107,767 at 6%.
2017113$492,834$151,946$11,688iApproximate average salary by contribution assumption: employee only about $292,204 at 4% or $194,803 at 6%; with 50% employer match about $194,803 at 4% or $129,868 at 6%; with 100% employer match about $146,102 at 4% or $97,401 at 6%.
Capitas Midwest 401(K) Plan-13$492,834$151,946$11,688iApproximate average salary by contribution assumption: employee only about $292,204 at 4% or $194,803 at 6%; with 50% employer match about $194,803 at 4% or $129,868 at 6%; with 100% employer match about $146,102 at 4% or $97,401 at 6%.
2016113$274,028$154,483$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,055 at 6%; with 50% employer match about $198,055 at 4% or $132,037 at 6%; with 100% employer match about $148,541 at 4% or $99,028 at 6%.
Capitas Midwest 401(K) Plan-13$274,028$154,483$11,883iApproximate average salary by contribution assumption: employee only about $297,083 at 4% or $198,055 at 6%; with 50% employer match about $198,055 at 4% or $132,037 at 6%; with 100% employer match about $148,541 at 4% or $99,028 at 6%.
2015112$103,379$107,369$8,947iApproximate average salary by contribution assumption: employee only about $223,685 at 4% or $149,124 at 6%; with 50% employer match about $149,124 at 4% or $99,416 at 6%; with 100% employer match about $111,843 at 4% or $74,562 at 6%.
Capitas Midwest 401(K) Plan-12$103,379$107,369$8,947iApproximate average salary by contribution assumption: employee only about $223,685 at 4% or $149,124 at 6%; with 50% employer match about $149,124 at 4% or $99,416 at 6%; with 100% employer match about $111,843 at 4% or $74,562 at 6%.