Civic Intelligence

CAPITAL FINANCIAL PLANNERS

Plan context: CAPITAL FINANCIAL PLANNERS 401(K) PLAN

EIN 47-2661379 • Chevy Chase, MD • 7 filings • 1 plans

2 Wisconsin CircleSuite 700Chevy Chase, MD 20815
Current Snapshot

Latest Year

2025

2025 Participants

7

2025 Assets

$647,113

2025 Contributions

$130,475

Historical Graphs

Total Assets Over Time

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

$647,113$323,557$0201920222025YearValue
$647,113Latest year 2025

Participants Over Time

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

840201920222025YearValue
7Latest year 2025

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
202517$647,113$130,475$18,639iApproximate average salary by contribution assumption: employee only about $465,982 at 4% or $310,655 at 6%; with 50% employer match about $310,655 at 4% or $207,103 at 6%; with 100% employer match about $232,991 at 4% or $155,327 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-7$647,113$130,475$18,639iApproximate average salary by contribution assumption: employee only about $465,982 at 4% or $310,655 at 6%; with 50% employer match about $310,655 at 4% or $207,103 at 6%; with 100% employer match about $232,991 at 4% or $155,327 at 6%.
202418$551,193$144,366$18,046iApproximate average salary by contribution assumption: employee only about $451,144 at 4% or $300,763 at 6%; with 50% employer match about $300,763 at 4% or $200,508 at 6%; with 100% employer match about $225,572 at 4% or $150,381 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-8$551,193$144,366$18,046iApproximate average salary by contribution assumption: employee only about $451,144 at 4% or $300,763 at 6%; with 50% employer match about $300,763 at 4% or $200,508 at 6%; with 100% employer match about $225,572 at 4% or $150,381 at 6%.
202318$347,199$97,891$12,236iApproximate average salary by contribution assumption: employee only about $305,909 at 4% or $203,940 at 6%; with 50% employer match about $203,940 at 4% or $135,960 at 6%; with 100% employer match about $152,955 at 4% or $101,970 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-8$347,199$97,891$12,236iApproximate average salary by contribution assumption: employee only about $305,909 at 4% or $203,940 at 6%; with 50% employer match about $203,940 at 4% or $135,960 at 6%; with 100% employer match about $152,955 at 4% or $101,970 at 6%.
202216$190,817$68,645$11,441iApproximate average salary by contribution assumption: employee only about $286,021 at 4% or $190,681 at 6%; with 50% employer match about $190,681 at 4% or $127,120 at 6%; with 100% employer match about $143,010 at 4% or $95,340 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-6$190,817$68,645$11,441iApproximate average salary by contribution assumption: employee only about $286,021 at 4% or $190,681 at 6%; with 50% employer match about $190,681 at 4% or $127,120 at 6%; with 100% employer match about $143,010 at 4% or $95,340 at 6%.
202115$160,207$51,689$10,338iApproximate average salary by contribution assumption: employee only about $258,445 at 4% or $172,297 at 6%; with 50% employer match about $172,297 at 4% or $114,864 at 6%; with 100% employer match about $129,222 at 4% or $86,148 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-5$160,207$51,689$10,338iApproximate average salary by contribution assumption: employee only about $258,445 at 4% or $172,297 at 6%; with 50% employer match about $172,297 at 4% or $114,864 at 6%; with 100% employer match about $129,222 at 4% or $86,148 at 6%.
202013$81,670$42,413$14,138iApproximate average salary by contribution assumption: employee only about $353,442 at 4% or $235,628 at 6%; with 50% employer match about $235,628 at 4% or $157,085 at 6%; with 100% employer match about $176,721 at 4% or $117,814 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-3$81,670$42,413$14,138iApproximate average salary by contribution assumption: employee only about $353,442 at 4% or $235,628 at 6%; with 50% employer match about $235,628 at 4% or $157,085 at 6%; with 100% employer match about $176,721 at 4% or $117,814 at 6%.
201913$26,402$25,538$8,513iApproximate average salary by contribution assumption: employee only about $212,817 at 4% or $141,878 at 6%; with 50% employer match about $141,878 at 4% or $94,585 at 6%; with 100% employer match about $106,408 at 4% or $70,939 at 6%.
CAPITAL FINANCIAL PLANNERS 401(K) PLAN-3$26,402$25,538$8,513iApproximate average salary by contribution assumption: employee only about $212,817 at 4% or $141,878 at 6%; with 50% employer match about $141,878 at 4% or $94,585 at 6%; with 100% employer match about $106,408 at 4% or $70,939 at 6%.