Civic Intelligence

Capellas Strategic Partners LLC

Plan context: Capellas Strategic Partners LLC 401(K) Plan

EIN 47-2421919 • Kiawah Island, SC • 12 filings • 2 plans

180 Flyway DriveKiawah Island, SC 29455
Current Snapshot

Latest Year

2020

2020 Participants

4

2020 Assets

$1,554,748

2020 Contributions

$39,023

Historical Graphs

Total Assets Over Time

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

$1,554,748$777,374$0201520172019YearValue
$1,554,748Latest year 2019

Participants Over Time

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

420201520172019YearValue
4Latest year 2019

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
202020$0$39,023-
Capellas Strategic Partners LLC 401(K) Plan-0$0$39,023-
CAPELLAS STRATEGIC PARTNERS, LLC CASH BALANCE PLAN-0$0$0-
201924$1,554,748$101,457$25,364iApproximate average salary by contribution assumption: employee only about $634,106 at 4% or $422,738 at 6%; with 50% employer match about $422,738 at 4% or $281,825 at 6%; with 100% employer match about $317,053 at 4% or $211,369 at 6%.
CAPELLAS STRATEGIC PARTNERS, LLC CASH BALANCE PLAN-4$1,211,654$0-
Capellas Strategic Partners LLC 401(K) Plan-4$343,094$101,457$25,364iApproximate average salary by contribution assumption: employee only about $634,106 at 4% or $422,738 at 6%; with 50% employer match about $422,738 at 4% or $281,825 at 6%; with 100% employer match about $317,053 at 4% or $211,369 at 6%.
201824$1,304,831$497,753$124,438iApproximate average salary by contribution assumption: employee only about $3,110,956 at 4% or $2,073,971 at 6%; with 50% employer match about $2,073,971 at 4% or $1,382,647 at 6%; with 100% employer match about $1,555,478 at 4% or $1,036,985 at 6%.
CAPELLAS STRATEGIC PARTNERS, LLC CASH BALANCE PLAN-4$1,094,512$400,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Capellas Strategic Partners LLC 401(K) Plan-4$210,319$97,753$24,438iApproximate average salary by contribution assumption: employee only about $610,956 at 4% or $407,304 at 6%; with 50% employer match about $407,304 at 4% or $271,536 at 6%; with 100% employer match about $305,478 at 4% or $203,652 at 6%.
201723$865,673$348,779$116,260iApproximate average salary by contribution assumption: employee only about $2,906,492 at 4% or $1,937,661 at 6%; with 50% employer match about $1,937,661 at 4% or $1,291,774 at 6%; with 100% employer match about $1,453,246 at 4% or $968,831 at 6%.
CAPELLAS STRATEGIC PARTNERS, LLC CASH BALANCE PLAN-3$740,005$300,000$100,000iApproximate average salary by contribution assumption: employee only about $2,500,000 at 4% or $1,666,667 at 6%; with 50% employer match about $1,666,667 at 4% or $1,111,111 at 6%; with 100% employer match about $1,250,000 at 4% or $833,333 at 6%.
Capellas Strategic Partners LLC 401(K) Plan-3$125,668$48,779$16,260iApproximate average salary by contribution assumption: employee only about $406,492 at 4% or $270,994 at 6%; with 50% employer match about $270,994 at 4% or $180,663 at 6%; with 100% employer match about $203,246 at 4% or $135,497 at 6%.
201621$498,573$238,650$238,650iApproximate average salary by contribution assumption: employee only about $5,966,250 at 4% or $3,977,500 at 6%; with 50% employer match about $3,977,500 at 4% or $2,651,667 at 6%; with 100% employer match about $2,983,125 at 4% or $1,988,750 at 6%.
CAPELLAS STRATEGIC PARTNERS, LLC CASH BALANCE PLAN-1$418,772$198,750$198,750iApproximate average salary by contribution assumption: employee only about $4,968,750 at 4% or $3,312,500 at 6%; with 50% employer match about $3,312,500 at 4% or $2,208,333 at 6%; with 100% employer match about $2,484,375 at 4% or $1,656,250 at 6%.
Capellas Strategic Partners LLC 401(K) Plan-1$79,801$39,900$39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%.
201521$259,919$259,919$259,919iApproximate average salary by contribution assumption: employee only about $6,497,975 at 4% or $4,331,983 at 6%; with 50% employer match about $4,331,983 at 4% or $2,887,989 at 6%; with 100% employer match about $3,248,988 at 4% or $2,165,992 at 6%.
CAPELLAS STRATEGIC PARTNERS, LLC CASH BALANCE PLAN-1$220,019$220,019$220,019iApproximate average salary by contribution assumption: employee only about $5,500,475 at 4% or $3,666,983 at 6%; with 50% employer match about $3,666,983 at 4% or $2,444,656 at 6%; with 100% employer match about $2,750,238 at 4% or $1,833,492 at 6%.
Capellas Strategic Partners LLC 401(K) Plan-1$39,900$39,900$39,900iApproximate average salary by contribution assumption: employee only about $997,500 at 4% or $665,000 at 6%; with 50% employer match about $665,000 at 4% or $443,333 at 6%; with 100% employer match about $498,750 at 4% or $332,500 at 6%.