Civic Intelligence

The Capfinancial Group LLC

Plan context: The Capfinancial Group LLC 401(K) Plan

EIN 47-4009638 • 10 filings • 1 plans

Current Snapshot

Latest Year

2024

2024 Participants

1,701

2024 Assets

$323,341,421

2024 Contributions

$43,463,368

Historical Graphs

Total Assets Over Time

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

$323,341,421$161,670,711$0201520202024YearValue
$323,341,421Latest year 2024

Participants Over Time

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

1,7018510201520202024YearValue
1,701Latest year 2024

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
202411,701$323,341,421$43,463,368$25,552iApproximate average salary by contribution assumption: employee only about $638,791 at 4% or $425,861 at 6%; with 50% employer match about $425,861 at 4% or $283,907 at 6%; with 100% employer match about $319,396 at 4% or $212,930 at 6%.
The Capfinancial Group LLC 401(K) Plan-1,701$323,341,421$43,463,368$25,552iApproximate average salary by contribution assumption: employee only about $638,791 at 4% or $425,861 at 6%; with 50% employer match about $425,861 at 4% or $283,907 at 6%; with 100% employer match about $319,396 at 4% or $212,930 at 6%.
202311,563$255,463,184$38,431,577$24,588iApproximate average salary by contribution assumption: employee only about $614,709 at 4% or $409,806 at 6%; with 50% employer match about $409,806 at 4% or $273,204 at 6%; with 100% employer match about $307,354 at 4% or $204,903 at 6%.
The Capfinancial Group LLC 401(K) Plan-1,563$255,463,184$38,431,577$24,588iApproximate average salary by contribution assumption: employee only about $614,709 at 4% or $409,806 at 6%; with 50% employer match about $409,806 at 4% or $273,204 at 6%; with 100% employer match about $307,354 at 4% or $204,903 at 6%.
202211,307$186,107,342$38,248,158$29,264iApproximate average salary by contribution assumption: employee only about $731,602 at 4% or $487,735 at 6%; with 50% employer match about $487,735 at 4% or $325,156 at 6%; with 100% employer match about $365,801 at 4% or $243,867 at 6%.
The Capfinancial Group LLC 401(K) Plan-1,307$186,107,342$38,248,158$29,264iApproximate average salary by contribution assumption: employee only about $731,602 at 4% or $487,735 at 6%; with 50% employer match about $487,735 at 4% or $325,156 at 6%; with 100% employer match about $365,801 at 4% or $243,867 at 6%.
202111,063$193,534,710$44,822,532$42,166iApproximate average salary by contribution assumption: employee only about $1,054,152 at 4% or $702,768 at 6%; with 50% employer match about $702,768 at 4% or $468,512 at 6%; with 100% employer match about $527,076 at 4% or $351,384 at 6%.
The Capfinancial Group LLC 401(K) Plan-1,063$193,534,710$44,822,532$42,166iApproximate average salary by contribution assumption: employee only about $1,054,152 at 4% or $702,768 at 6%; with 50% employer match about $702,768 at 4% or $468,512 at 6%; with 100% employer match about $527,076 at 4% or $351,384 at 6%.
20201808$134,956,401$21,584,219$26,713iApproximate average salary by contribution assumption: employee only about $667,829 at 4% or $445,219 at 6%; with 50% employer match about $445,219 at 4% or $296,813 at 6%; with 100% employer match about $333,914 at 4% or $222,610 at 6%.
The Capfinancial Group LLC 401(K) Plan-808$134,956,401$21,584,219$26,713iApproximate average salary by contribution assumption: employee only about $667,829 at 4% or $445,219 at 6%; with 50% employer match about $445,219 at 4% or $296,813 at 6%; with 100% employer match about $333,914 at 4% or $222,610 at 6%.
20191645$98,491,331$16,762,692$25,989iApproximate average salary by contribution assumption: employee only about $649,717 at 4% or $433,144 at 6%; with 50% employer match about $433,144 at 4% or $288,763 at 6%; with 100% employer match about $324,858 at 4% or $216,572 at 6%.
The Capfinancial Group LLC 401(K) Plan-645$98,491,331$16,762,692$25,989iApproximate average salary by contribution assumption: employee only about $649,717 at 4% or $433,144 at 6%; with 50% employer match about $433,144 at 4% or $288,763 at 6%; with 100% employer match about $324,858 at 4% or $216,572 at 6%.
20181498$65,686,959$8,516,682$17,102iApproximate average salary by contribution assumption: employee only about $427,544 at 4% or $285,030 at 6%; with 50% employer match about $285,030 at 4% or $190,020 at 6%; with 100% employer match about $213,772 at 4% or $142,515 at 6%.
The Capfinancial Group LLC 401(K) Plan-498$65,686,959$8,516,682$17,102iApproximate average salary by contribution assumption: employee only about $427,544 at 4% or $285,030 at 6%; with 50% employer match about $285,030 at 4% or $190,020 at 6%; with 100% employer match about $213,772 at 4% or $142,515 at 6%.
20171419$63,530,214$14,537,509$34,696iApproximate average salary by contribution assumption: employee only about $867,393 at 4% or $578,262 at 6%; with 50% employer match about $578,262 at 4% or $385,508 at 6%; with 100% employer match about $433,697 at 4% or $289,131 at 6%.
The Capfinancial Group LLC 401(K) Plan-419$63,530,214$14,537,509$34,696iApproximate average salary by contribution assumption: employee only about $867,393 at 4% or $578,262 at 6%; with 50% employer match about $578,262 at 4% or $385,508 at 6%; with 100% employer match about $433,697 at 4% or $289,131 at 6%.
20161346$42,141,087$5,743,517$16,600iApproximate average salary by contribution assumption: employee only about $414,994 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,497 at 4% or $138,331 at 6%.
The Capfinancial Group LLC 401(K) Plan-346$42,141,087$5,743,517$16,600iApproximate average salary by contribution assumption: employee only about $414,994 at 4% or $276,663 at 6%; with 50% employer match about $276,663 at 4% or $184,442 at 6%; with 100% employer match about $207,497 at 4% or $138,331 at 6%.
20151348$34,154,766$6,235,255$17,917iApproximate average salary by contribution assumption: employee only about $447,935 at 4% or $298,623 at 6%; with 50% employer match about $298,623 at 4% or $199,082 at 6%; with 100% employer match about $223,967 at 4% or $149,312 at 6%.
The Capfinancial Group LLC 401(K) Plan-348$34,154,766$6,235,255$17,917iApproximate average salary by contribution assumption: employee only about $447,935 at 4% or $298,623 at 6%; with 50% employer match about $298,623 at 4% or $199,082 at 6%; with 100% employer match about $223,967 at 4% or $149,312 at 6%.