Civic Intelligence

Capital Management & Planning Inc.

Plan context: Capital Management & Planning Inc. 401K Profit Sharing Plan

EIN 56-1770135 • Kernersville, NC • 13 filings • 2 plans

860 Salisbury StreetSuite EKernersville, NC 27284
Current Snapshot

Latest Year

2022

2022 Participants

2

2022 Assets

$676,598

2022 Contributions

$17,499

Historical Graphs

Total Assets Over Time

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

$746,364$373,182$0199920172021YearValue
$676,598Latest year 2021

Participants Over Time

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

210199920052021YearValue
2Latest year 2021

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
202210$0$0-
Capital Management & Planning Inc. 401K Profit Sharing Plan-0$0$0-
202112$676,598$17,499$8,750iApproximate average salary by contribution assumption: employee only about $218,738 at 4% or $145,825 at 6%; with 50% employer match about $145,825 at 4% or $97,217 at 6%; with 100% employer match about $109,369 at 4% or $72,913 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$676,598$17,499$8,750iApproximate average salary by contribution assumption: employee only about $218,738 at 4% or $145,825 at 6%; with 50% employer match about $145,825 at 4% or $97,217 at 6%; with 100% employer match about $109,369 at 4% or $72,913 at 6%.
202012$746,364$16,332$8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$746,364$16,332$8,166iApproximate average salary by contribution assumption: employee only about $204,150 at 4% or $136,100 at 6%; with 50% employer match about $136,100 at 4% or $90,733 at 6%; with 100% employer match about $102,075 at 4% or $68,050 at 6%.
201912$574,260$16,208$8,104iApproximate average salary by contribution assumption: employee only about $202,600 at 4% or $135,067 at 6%; with 50% employer match about $135,067 at 4% or $90,044 at 6%; with 100% employer match about $101,300 at 4% or $67,533 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$574,260$16,208$8,104iApproximate average salary by contribution assumption: employee only about $202,600 at 4% or $135,067 at 6%; with 50% employer match about $135,067 at 4% or $90,044 at 6%; with 100% employer match about $101,300 at 4% or $67,533 at 6%.
201812$515,311$18,373$9,187iApproximate average salary by contribution assumption: employee only about $229,663 at 4% or $153,108 at 6%; with 50% employer match about $153,108 at 4% or $102,072 at 6%; with 100% employer match about $114,831 at 4% or $76,554 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$515,311$18,373$9,187iApproximate average salary by contribution assumption: employee only about $229,663 at 4% or $153,108 at 6%; with 50% employer match about $153,108 at 4% or $102,072 at 6%; with 100% employer match about $114,831 at 4% or $76,554 at 6%.
201712$449,602$26,721$13,361iApproximate average salary by contribution assumption: employee only about $334,013 at 4% or $222,675 at 6%; with 50% employer match about $222,675 at 4% or $148,450 at 6%; with 100% employer match about $167,006 at 4% or $111,338 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$449,602$26,721$13,361iApproximate average salary by contribution assumption: employee only about $334,013 at 4% or $222,675 at 6%; with 50% employer match about $222,675 at 4% or $148,450 at 6%; with 100% employer match about $167,006 at 4% or $111,338 at 6%.
200511$134,783$5,418$5,418iApproximate average salary by contribution assumption: employee only about $135,450 at 4% or $90,300 at 6%; with 50% employer match about $90,300 at 4% or $60,200 at 6%; with 100% employer match about $67,725 at 4% or $45,150 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-1$134,783$5,418$5,418iApproximate average salary by contribution assumption: employee only about $135,450 at 4% or $90,300 at 6%; with 50% employer match about $90,300 at 4% or $60,200 at 6%; with 100% employer match about $67,725 at 4% or $45,150 at 6%.
200412$135,677$10,007$5,004iApproximate average salary by contribution assumption: employee only about $125,088 at 4% or $83,392 at 6%; with 50% employer match about $83,392 at 4% or $55,594 at 6%; with 100% employer match about $62,544 at 4% or $41,696 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$135,677$10,007$5,004iApproximate average salary by contribution assumption: employee only about $125,088 at 4% or $83,392 at 6%; with 50% employer match about $83,392 at 4% or $55,594 at 6%; with 100% employer match about $62,544 at 4% or $41,696 at 6%.
200312$110,345$11,439$5,720iApproximate average salary by contribution assumption: employee only about $142,988 at 4% or $95,325 at 6%; with 50% employer match about $95,325 at 4% or $63,550 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$110,345$11,439$5,720iApproximate average salary by contribution assumption: employee only about $142,988 at 4% or $95,325 at 6%; with 50% employer match about $95,325 at 4% or $63,550 at 6%; with 100% employer match about $71,494 at 4% or $47,663 at 6%.
200212$76,967$13,211$6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,394 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$76,967$13,211$6,606iApproximate average salary by contribution assumption: employee only about $165,138 at 4% or $110,092 at 6%; with 50% employer match about $110,092 at 4% or $73,394 at 6%; with 100% employer match about $82,569 at 4% or $55,046 at 6%.
200112$0$0-
Capital Management & Planning Inc. 401K Profit Sharing Plan-2---
200012$0$0-
Capital Management & Planning Inc. 401K Profit Sharing Plan-2---
199912$93,491$10,722$5,361iApproximate average salary by contribution assumption: employee only about $134,025 at 4% or $89,350 at 6%; with 50% employer match about $89,350 at 4% or $59,567 at 6%; with 100% employer match about $67,013 at 4% or $44,675 at 6%.
Capital Management & Planning Inc. 401K Profit Sharing Plan-2$93,491$10,722$5,361iApproximate average salary by contribution assumption: employee only about $134,025 at 4% or $89,350 at 6%; with 50% employer match about $89,350 at 4% or $59,567 at 6%; with 100% employer match about $67,013 at 4% or $44,675 at 6%.