Civic Intelligence

Capital Advisors Inc.

Plan context: Capital Advisors Inc. 401(K) Profit Sharing Plan

EIN 56-1869476 • Charlotte, NC • 6 filings • 1 plans

200 South College Street, Ste 1520Charlotte, NC 28202
Current Snapshot

Latest Year

2015

2015 Participants

10

2015 Assets

$574,732

2015 Contributions

$73,349

Historical Graphs

Total Assets Over Time

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

$574,732$287,366$0201020122014YearValue
$574,732Latest year 2014

Participants Over Time

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

1370201020122014YearValue
10Latest year 2014

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
201510$0$73,349-
Capital Advisors Inc. 401(K) Profit Sharing Plan-0$0$73,349-
2014110$574,732$109,087$10,909iApproximate average salary by contribution assumption: employee only about $272,718 at 4% or $181,812 at 6%; with 50% employer match about $181,812 at 4% or $121,208 at 6%; with 100% employer match about $136,359 at 4% or $90,906 at 6%.
Capital Advisors Inc. 401(K) Profit Sharing Plan-10$574,732$109,087$10,909iApproximate average salary by contribution assumption: employee only about $272,718 at 4% or $181,812 at 6%; with 50% employer match about $181,812 at 4% or $121,208 at 6%; with 100% employer match about $136,359 at 4% or $90,906 at 6%.
2013111$505,378$123,481$11,226iApproximate average salary by contribution assumption: employee only about $280,639 at 4% or $187,092 at 6%; with 50% employer match about $187,092 at 4% or $124,728 at 6%; with 100% employer match about $140,319 at 4% or $93,546 at 6%.
Capital Advisors Inc. 401(K) Profit Sharing Plan-11$505,378$123,481$11,226iApproximate average salary by contribution assumption: employee only about $280,639 at 4% or $187,092 at 6%; with 50% employer match about $187,092 at 4% or $124,728 at 6%; with 100% employer match about $140,319 at 4% or $93,546 at 6%.
2012113$339,567$127,268$9,790iApproximate average salary by contribution assumption: employee only about $244,746 at 4% or $163,164 at 6%; with 50% employer match about $163,164 at 4% or $108,776 at 6%; with 100% employer match about $122,373 at 4% or $81,582 at 6%.
Capital Advisors Inc. 401(K) Profit Sharing Plan-13$339,567$127,268$9,790iApproximate average salary by contribution assumption: employee only about $244,746 at 4% or $163,164 at 6%; with 50% employer match about $163,164 at 4% or $108,776 at 6%; with 100% employer match about $122,373 at 4% or $81,582 at 6%.
2011113$182,880$110,480$8,498iApproximate average salary by contribution assumption: employee only about $212,462 at 4% or $141,641 at 6%; with 50% employer match about $141,641 at 4% or $94,427 at 6%; with 100% employer match about $106,231 at 4% or $70,821 at 6%.
Capital Advisors Inc. 401(K) Profit Sharing Plan-13$182,880$110,480$8,498iApproximate average salary by contribution assumption: employee only about $212,462 at 4% or $141,641 at 6%; with 50% employer match about $141,641 at 4% or $94,427 at 6%; with 100% employer match about $106,231 at 4% or $70,821 at 6%.
2010111$76,102$70,424$6,402iApproximate average salary by contribution assumption: employee only about $160,055 at 4% or $106,703 at 6%; with 50% employer match about $106,703 at 4% or $71,135 at 6%; with 100% employer match about $80,027 at 4% or $53,352 at 6%.
Capital Advisors Inc. 401(K) Profit Sharing Plan-11$76,102$70,424$6,402iApproximate average salary by contribution assumption: employee only about $160,055 at 4% or $106,703 at 6%; with 50% employer match about $106,703 at 4% or $71,135 at 6%; with 100% employer match about $80,027 at 4% or $53,352 at 6%.