Civic Intelligence

Capstone Investment Advisors Inc.

Plan context: Capstone Investment Advisors Inc. Profit Sharing Plan

EIN 54-1533515 • Richmond, VA • 12 filings • 2 plans

7100 Forest Avenue, Suite 301Richmond, VA 23226
Current Snapshot

Latest Year

2010

2010 Participants

16

2010 Assets

$2,152,850

2010 Contributions

$95,594

Historical Graphs

Total Assets Over Time

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

$2,152,850$1,076,425$0199920052010YearValue
$2,152,850Latest year 2010

Participants Over Time

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

1790199920052010YearValue
16Latest year 2010

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
2010116$2,152,850$95,594$5,975iApproximate average salary by contribution assumption: employee only about $149,366 at 4% or $99,577 at 6%; with 50% employer match about $99,577 at 4% or $66,385 at 6%; with 100% employer match about $74,683 at 4% or $49,789 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-16$2,152,850$95,594$5,975iApproximate average salary by contribution assumption: employee only about $149,366 at 4% or $99,577 at 6%; with 50% employer match about $99,577 at 4% or $66,385 at 6%; with 100% employer match about $74,683 at 4% or $49,789 at 6%.
2009117$1,882,632$101,656$5,980iApproximate average salary by contribution assumption: employee only about $149,494 at 4% or $99,663 at 6%; with 50% employer match about $99,663 at 4% or $66,442 at 6%; with 100% employer match about $74,747 at 4% or $49,831 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-17$1,882,632$101,656$5,980iApproximate average salary by contribution assumption: employee only about $149,494 at 4% or $99,663 at 6%; with 50% employer match about $99,663 at 4% or $66,442 at 6%; with 100% employer match about $74,747 at 4% or $49,831 at 6%.
2008114$1,425,926$107,189$7,656iApproximate average salary by contribution assumption: employee only about $191,409 at 4% or $127,606 at 6%; with 50% employer match about $127,606 at 4% or $85,071 at 6%; with 100% employer match about $95,704 at 4% or $63,803 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-14$1,425,926$107,189$7,656iApproximate average salary by contribution assumption: employee only about $191,409 at 4% or $127,606 at 6%; with 50% employer match about $127,606 at 4% or $85,071 at 6%; with 100% employer match about $95,704 at 4% or $63,803 at 6%.
2007112$1,934,136$155,666$12,972iApproximate average salary by contribution assumption: employee only about $324,304 at 4% or $216,203 at 6%; with 50% employer match about $216,203 at 4% or $144,135 at 6%; with 100% employer match about $162,152 at 4% or $108,101 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-12$1,934,136$155,666$12,972iApproximate average salary by contribution assumption: employee only about $324,304 at 4% or $216,203 at 6%; with 50% employer match about $216,203 at 4% or $144,135 at 6%; with 100% employer match about $162,152 at 4% or $108,101 at 6%.
2006111$1,627,658$120,492$10,954iApproximate average salary by contribution assumption: employee only about $273,845 at 4% or $182,564 at 6%; with 50% employer match about $182,564 at 4% or $121,709 at 6%; with 100% employer match about $136,923 at 4% or $91,282 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-11$1,627,658$120,492$10,954iApproximate average salary by contribution assumption: employee only about $273,845 at 4% or $182,564 at 6%; with 50% employer match about $182,564 at 4% or $121,709 at 6%; with 100% employer match about $136,923 at 4% or $91,282 at 6%.
2005110$1,322,778$115,842$11,584iApproximate average salary by contribution assumption: employee only about $289,605 at 4% or $193,070 at 6%; with 50% employer match about $193,070 at 4% or $128,713 at 6%; with 100% employer match about $144,803 at 4% or $96,535 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-10$1,322,778$115,842$11,584iApproximate average salary by contribution assumption: employee only about $289,605 at 4% or $193,070 at 6%; with 50% employer match about $193,070 at 4% or $128,713 at 6%; with 100% employer match about $144,803 at 4% or $96,535 at 6%.
200419$1,142,158$95,577$10,620iApproximate average salary by contribution assumption: employee only about $265,492 at 4% or $176,994 at 6%; with 50% employer match about $176,994 at 4% or $117,996 at 6%; with 100% employer match about $132,746 at 4% or $88,497 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-9$1,142,158$95,577$10,620iApproximate average salary by contribution assumption: employee only about $265,492 at 4% or $176,994 at 6%; with 50% employer match about $176,994 at 4% or $117,996 at 6%; with 100% employer match about $132,746 at 4% or $88,497 at 6%.
200318$992,086$155,197$19,400iApproximate average salary by contribution assumption: employee only about $484,991 at 4% or $323,327 at 6%; with 50% employer match about $323,327 at 4% or $215,551 at 6%; with 100% employer match about $242,495 at 4% or $161,664 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-8$992,086$155,197$19,400iApproximate average salary by contribution assumption: employee only about $484,991 at 4% or $323,327 at 6%; with 50% employer match about $323,327 at 4% or $215,551 at 6%; with 100% employer match about $242,495 at 4% or $161,664 at 6%.
200219$620,765$33,595$3,733iApproximate average salary by contribution assumption: employee only about $93,319 at 4% or $62,213 at 6%; with 50% employer match about $62,213 at 4% or $41,475 at 6%; with 100% employer match about $46,660 at 4% or $31,106 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-9$620,765$33,595$3,733iApproximate average salary by contribution assumption: employee only about $93,319 at 4% or $62,213 at 6%; with 50% employer match about $62,213 at 4% or $41,475 at 6%; with 100% employer match about $46,660 at 4% or $31,106 at 6%.
200119$691,027$57,594$6,399iApproximate average salary by contribution assumption: employee only about $159,983 at 4% or $106,656 at 6%; with 50% employer match about $106,656 at 4% or $71,104 at 6%; with 100% employer match about $79,992 at 4% or $53,328 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-9$691,027$57,594$6,399iApproximate average salary by contribution assumption: employee only about $159,983 at 4% or $106,656 at 6%; with 50% employer match about $106,656 at 4% or $71,104 at 6%; with 100% employer match about $79,992 at 4% or $53,328 at 6%.
200018$696,014$97,564$12,196iApproximate average salary by contribution assumption: employee only about $304,888 at 4% or $203,258 at 6%; with 50% employer match about $203,258 at 4% or $135,506 at 6%; with 100% employer match about $152,444 at 4% or $101,629 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-8$696,014$97,564$12,196iApproximate average salary by contribution assumption: employee only about $304,888 at 4% or $203,258 at 6%; with 50% employer match about $203,258 at 4% or $135,506 at 6%; with 100% employer match about $152,444 at 4% or $101,629 at 6%.
199917$618,427$73,302$10,472iApproximate average salary by contribution assumption: employee only about $261,793 at 4% or $174,529 at 6%; with 50% employer match about $174,529 at 4% or $116,352 at 6%; with 100% employer match about $130,896 at 4% or $87,264 at 6%.
Capstone Investment Advisors Inc. Profit Sharing Plan-7$618,427$73,302$10,472iApproximate average salary by contribution assumption: employee only about $261,793 at 4% or $174,529 at 6%; with 50% employer match about $174,529 at 4% or $116,352 at 6%; with 100% employer match about $130,896 at 4% or $87,264 at 6%.