Civic Intelligence

Capital Advisers Inc.

Plan context: Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust

EIN 56-2001246 • Raleigh, NC • 19 filings • 2 plans

100 East Six Forks Road, Suite 250Raleigh, NC 27609
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$2,896,802

2024 Contributions

$177,649

Historical Graphs

Total Assets Over Time

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

$3,998,421$1,999,211$0200620152024YearValue
$2,896,802Latest year 2024

Participants Over Time

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

530200620152024YearValue
5Latest 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
202415$2,896,802$177,649$35,530iApproximate average salary by contribution assumption: employee only about $888,245 at 4% or $592,163 at 6%; with 50% employer match about $592,163 at 4% or $394,776 at 6%; with 100% employer match about $444,123 at 4% or $296,082 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-5$2,896,802$177,649$35,530iApproximate average salary by contribution assumption: employee only about $888,245 at 4% or $592,163 at 6%; with 50% employer match about $592,163 at 4% or $394,776 at 6%; with 100% employer match about $444,123 at 4% or $296,082 at 6%.
202315$2,269,296$139,311$27,862iApproximate average salary by contribution assumption: employee only about $696,555 at 4% or $464,370 at 6%; with 50% employer match about $464,370 at 4% or $309,580 at 6%; with 100% employer match about $348,278 at 4% or $232,185 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-5$2,269,296$139,311$27,862iApproximate average salary by contribution assumption: employee only about $696,555 at 4% or $464,370 at 6%; with 50% employer match about $464,370 at 4% or $309,580 at 6%; with 100% employer match about $348,278 at 4% or $232,185 at 6%.
202214$1,679,907$128,500$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$1,679,907$128,500$32,125iApproximate average salary by contribution assumption: employee only about $803,125 at 4% or $535,417 at 6%; with 50% employer match about $535,417 at 4% or $356,944 at 6%; with 100% employer match about $401,563 at 4% or $267,708 at 6%.
202114$3,998,421$187,000$46,750iApproximate average salary by contribution assumption: employee only about $1,168,750 at 4% or $779,167 at 6%; with 50% employer match about $779,167 at 4% or $519,444 at 6%; with 100% employer match about $584,375 at 4% or $389,583 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$3,998,421$187,000$46,750iApproximate average salary by contribution assumption: employee only about $1,168,750 at 4% or $779,167 at 6%; with 50% employer match about $779,167 at 4% or $519,444 at 6%; with 100% employer match about $584,375 at 4% or $389,583 at 6%.
202014$3,182,463$184,556$46,139iApproximate average salary by contribution assumption: employee only about $1,153,475 at 4% or $768,983 at 6%; with 50% employer match about $768,983 at 4% or $512,656 at 6%; with 100% employer match about $576,738 at 4% or $384,492 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$3,182,463$184,556$46,139iApproximate average salary by contribution assumption: employee only about $1,153,475 at 4% or $768,983 at 6%; with 50% employer match about $768,983 at 4% or $512,656 at 6%; with 100% employer match about $576,738 at 4% or $384,492 at 6%.
201914$2,507,524$168,298$42,075iApproximate average salary by contribution assumption: employee only about $1,051,863 at 4% or $701,242 at 6%; with 50% employer match about $701,242 at 4% or $467,494 at 6%; with 100% employer match about $525,931 at 4% or $350,621 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$2,507,524$168,298$42,075iApproximate average salary by contribution assumption: employee only about $1,051,863 at 4% or $701,242 at 6%; with 50% employer match about $701,242 at 4% or $467,494 at 6%; with 100% employer match about $525,931 at 4% or $350,621 at 6%.
201814$1,852,365$150,064$37,516iApproximate average salary by contribution assumption: employee only about $937,900 at 4% or $625,267 at 6%; with 50% employer match about $625,267 at 4% or $416,844 at 6%; with 100% employer match about $468,950 at 4% or $312,633 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$1,852,365$150,064$37,516iApproximate average salary by contribution assumption: employee only about $937,900 at 4% or $625,267 at 6%; with 50% employer match about $625,267 at 4% or $416,844 at 6%; with 100% employer match about $468,950 at 4% or $312,633 at 6%.
201714$1,843,337$141,772$35,443iApproximate average salary by contribution assumption: employee only about $886,075 at 4% or $590,717 at 6%; with 50% employer match about $590,717 at 4% or $393,811 at 6%; with 100% employer match about $443,038 at 4% or $295,358 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$1,843,337$141,772$35,443iApproximate average salary by contribution assumption: employee only about $886,075 at 4% or $590,717 at 6%; with 50% employer match about $590,717 at 4% or $393,811 at 6%; with 100% employer match about $443,038 at 4% or $295,358 at 6%.
201614$1,435,426$134,132$33,533iApproximate average salary by contribution assumption: employee only about $838,325 at 4% or $558,883 at 6%; with 50% employer match about $558,883 at 4% or $372,589 at 6%; with 100% employer match about $419,163 at 4% or $279,442 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$1,435,426$134,132$33,533iApproximate average salary by contribution assumption: employee only about $838,325 at 4% or $558,883 at 6%; with 50% employer match about $558,883 at 4% or $372,589 at 6%; with 100% employer match about $419,163 at 4% or $279,442 at 6%.
201514$1,166,966$134,351$33,588iApproximate average salary by contribution assumption: employee only about $839,694 at 4% or $559,796 at 6%; with 50% employer match about $559,796 at 4% or $373,197 at 6%; with 100% employer match about $419,847 at 4% or $279,898 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$1,166,966$134,351$33,588iApproximate average salary by contribution assumption: employee only about $839,694 at 4% or $559,796 at 6%; with 50% employer match about $559,796 at 4% or $373,197 at 6%; with 100% employer match about $419,847 at 4% or $279,898 at 6%.
201414$1,056,863$128,376$32,094iApproximate average salary by contribution assumption: employee only about $802,350 at 4% or $534,900 at 6%; with 50% employer match about $534,900 at 4% or $356,600 at 6%; with 100% employer match about $401,175 at 4% or $267,450 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$1,056,863$128,376$32,094iApproximate average salary by contribution assumption: employee only about $802,350 at 4% or $534,900 at 6%; with 50% employer match about $534,900 at 4% or $356,600 at 6%; with 100% employer match about $401,175 at 4% or $267,450 at 6%.
201314$873,752$120,261$30,065iApproximate average salary by contribution assumption: employee only about $751,631 at 4% or $501,088 at 6%; with 50% employer match about $501,088 at 4% or $334,058 at 6%; with 100% employer match about $375,816 at 4% or $250,544 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$873,752$120,261$30,065iApproximate average salary by contribution assumption: employee only about $751,631 at 4% or $501,088 at 6%; with 50% employer match about $501,088 at 4% or $334,058 at 6%; with 100% employer match about $375,816 at 4% or $250,544 at 6%.
201215$641,622$91,405$18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-5$641,622$91,405$18,281iApproximate average salary by contribution assumption: employee only about $457,025 at 4% or $304,683 at 6%; with 50% employer match about $304,683 at 4% or $203,122 at 6%; with 100% employer match about $228,513 at 4% or $152,342 at 6%.
201114$491,236$91,896$22,974iApproximate average salary by contribution assumption: employee only about $574,350 at 4% or $382,900 at 6%; with 50% employer match about $382,900 at 4% or $255,267 at 6%; with 100% employer match about $287,175 at 4% or $191,450 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$491,236$91,896$22,974iApproximate average salary by contribution assumption: employee only about $574,350 at 4% or $382,900 at 6%; with 50% employer match about $382,900 at 4% or $255,267 at 6%; with 100% employer match about $287,175 at 4% or $191,450 at 6%.
201014$402,501$83,877$20,969iApproximate average salary by contribution assumption: employee only about $524,231 at 4% or $349,488 at 6%; with 50% employer match about $349,488 at 4% or $232,992 at 6%; with 100% employer match about $262,116 at 4% or $174,744 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$402,501$83,877$20,969iApproximate average salary by contribution assumption: employee only about $524,231 at 4% or $349,488 at 6%; with 50% employer match about $349,488 at 4% or $232,992 at 6%; with 100% employer match about $262,116 at 4% or $174,744 at 6%.
200915$276,025$82,886$16,577iApproximate average salary by contribution assumption: employee only about $414,430 at 4% or $276,287 at 6%; with 50% employer match about $276,287 at 4% or $184,191 at 6%; with 100% employer match about $207,215 at 4% or $138,143 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-5$276,025$82,886$16,577iApproximate average salary by contribution assumption: employee only about $414,430 at 4% or $276,287 at 6%; with 50% employer match about $276,287 at 4% or $184,191 at 6%; with 100% employer match about $207,215 at 4% or $138,143 at 6%.
200815$156,773$79,463$15,893iApproximate average salary by contribution assumption: employee only about $397,315 at 4% or $264,877 at 6%; with 50% employer match about $264,877 at 4% or $176,584 at 6%; with 100% employer match about $198,658 at 4% or $132,438 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-5$156,773$79,463$15,893iApproximate average salary by contribution assumption: employee only about $397,315 at 4% or $264,877 at 6%; with 50% employer match about $264,877 at 4% or $176,584 at 6%; with 100% employer match about $198,658 at 4% or $132,438 at 6%.
200715$132,415$70,476$14,095iApproximate average salary by contribution assumption: employee only about $352,380 at 4% or $234,920 at 6%; with 50% employer match about $234,920 at 4% or $156,613 at 6%; with 100% employer match about $176,190 at 4% or $117,460 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-5$132,415$70,476$14,095iApproximate average salary by contribution assumption: employee only about $352,380 at 4% or $234,920 at 6%; with 50% employer match about $234,920 at 4% or $156,613 at 6%; with 100% employer match about $176,190 at 4% or $117,460 at 6%.
200614$74,573$47,883$11,971iApproximate average salary by contribution assumption: employee only about $299,269 at 4% or $199,513 at 6%; with 50% employer match about $199,513 at 4% or $133,008 at 6%; with 100% employer match about $149,634 at 4% or $99,756 at 6%.
Capital Advisers Inc. 401(K) Profit Sharing Plan & Trust-4$74,573$47,883$11,971iApproximate average salary by contribution assumption: employee only about $299,269 at 4% or $199,513 at 6%; with 50% employer match about $199,513 at 4% or $133,008 at 6%; with 100% employer match about $149,634 at 4% or $99,756 at 6%.