Civic Intelligence

Capital Wealth Advisors

Plan context: Capital Wealth Advisors Inc

EIN 57-1155672 • Naples, FL • 20 filings • 6 plans

9130 Galleria CT3rd FloorNaples, FL 34109
Current Snapshot

Latest Year

2024

2024 Participants

66

2024 Assets

$6,559,670

2024 Contributions

$904,584

Historical Graphs

Total Assets Over Time

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

$6,559,670$3,279,835$0200520152024YearValue
$6,559,670Latest year 2024

Participants Over Time

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

66330200520152024YearValue
66Latest 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
2024166$6,559,670$904,584$13,706iApproximate average salary by contribution assumption: employee only about $342,645 at 4% or $228,430 at 6%; with 50% employer match about $228,430 at 4% or $152,287 at 6%; with 100% employer match about $171,323 at 4% or $114,215 at 6%.
Capital Wealth Advisors Inc-66$6,559,670$904,584$13,706iApproximate average salary by contribution assumption: employee only about $342,645 at 4% or $228,430 at 6%; with 50% employer match about $228,430 at 4% or $152,287 at 6%; with 100% employer match about $171,323 at 4% or $114,215 at 6%.
2023165$5,014,374$1,206,060$18,555iApproximate average salary by contribution assumption: employee only about $463,869 at 4% or $309,246 at 6%; with 50% employer match about $309,246 at 4% or $206,164 at 6%; with 100% employer match about $231,935 at 4% or $154,623 at 6%.
Capital Wealth Advisors Inc-65$5,014,374$1,206,060$18,555iApproximate average salary by contribution assumption: employee only about $463,869 at 4% or $309,246 at 6%; with 50% employer match about $309,246 at 4% or $206,164 at 6%; with 100% employer match about $231,935 at 4% or $154,623 at 6%.
2022162$3,654,280$593,355$9,570iApproximate average salary by contribution assumption: employee only about $239,256 at 4% or $159,504 at 6%; with 50% employer match about $159,504 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
Capital Wealth Advisors Inc-62$3,654,280$593,355$9,570iApproximate average salary by contribution assumption: employee only about $239,256 at 4% or $159,504 at 6%; with 50% employer match about $159,504 at 4% or $106,336 at 6%; with 100% employer match about $119,628 at 4% or $79,752 at 6%.
2021148$3,634,411$441,420$9,196iApproximate average salary by contribution assumption: employee only about $229,906 at 4% or $153,271 at 6%; with 50% employer match about $153,271 at 4% or $102,181 at 6%; with 100% employer match about $114,953 at 4% or $76,635 at 6%.
Capital Wealth Advisors Inc-48$3,634,411$441,420$9,196iApproximate average salary by contribution assumption: employee only about $229,906 at 4% or $153,271 at 6%; with 50% employer match about $153,271 at 4% or $102,181 at 6%; with 100% employer match about $114,953 at 4% or $76,635 at 6%.
2020145$2,851,381$418,850$9,308iApproximate average salary by contribution assumption: employee only about $232,694 at 4% or $155,130 at 6%; with 50% employer match about $155,130 at 4% or $103,420 at 6%; with 100% employer match about $116,347 at 4% or $77,565 at 6%.
Capital Wealth Advisors Inc-45$2,851,381$418,850$9,308iApproximate average salary by contribution assumption: employee only about $232,694 at 4% or $155,130 at 6%; with 50% employer match about $155,130 at 4% or $103,420 at 6%; with 100% employer match about $116,347 at 4% or $77,565 at 6%.
2019149$2,478,809$398,345$8,129iApproximate average salary by contribution assumption: employee only about $203,237 at 4% or $135,491 at 6%; with 50% employer match about $135,491 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%.
Capital Wealth Advisors Inc-49$2,478,809$398,345$8,129iApproximate average salary by contribution assumption: employee only about $203,237 at 4% or $135,491 at 6%; with 50% employer match about $135,491 at 4% or $90,328 at 6%; with 100% employer match about $101,619 at 4% or $67,746 at 6%.
2018150$1,778,957$327,652$6,553iApproximate average salary by contribution assumption: employee only about $163,826 at 4% or $109,217 at 6%; with 50% employer match about $109,217 at 4% or $72,812 at 6%; with 100% employer match about $81,913 at 4% or $54,609 at 6%.
Capital Wealth Advisors Inc-50$1,778,957$327,652$6,553iApproximate average salary by contribution assumption: employee only about $163,826 at 4% or $109,217 at 6%; with 50% employer match about $109,217 at 4% or $72,812 at 6%; with 100% employer match about $81,913 at 4% or $54,609 at 6%.
2017138$1,550,486$209,208$5,505iApproximate average salary by contribution assumption: employee only about $137,637 at 4% or $91,758 at 6%; with 50% employer match about $91,758 at 4% or $61,172 at 6%; with 100% employer match about $68,818 at 4% or $45,879 at 6%.
Capital Wealth Advisors Inc-38$1,550,486$209,208$5,505iApproximate average salary by contribution assumption: employee only about $137,637 at 4% or $91,758 at 6%; with 50% employer match about $91,758 at 4% or $61,172 at 6%; with 100% employer match about $68,818 at 4% or $45,879 at 6%.
2016142$1,181,491$176,373$4,199iApproximate average salary by contribution assumption: employee only about $104,984 at 4% or $69,989 at 6%; with 50% employer match about $69,989 at 4% or $46,660 at 6%; with 100% employer match about $52,492 at 4% or $34,995 at 6%.
Capital Wealth Advisors Inc-42$1,181,491$176,373$4,199iApproximate average salary by contribution assumption: employee only about $104,984 at 4% or $69,989 at 6%; with 50% employer match about $69,989 at 4% or $46,660 at 6%; with 100% employer match about $52,492 at 4% or $34,995 at 6%.
2015134$934,252$129,227$3,801iApproximate average salary by contribution assumption: employee only about $95,020 at 4% or $63,347 at 6%; with 50% employer match about $63,347 at 4% or $42,231 at 6%; with 100% employer match about $47,510 at 4% or $31,673 at 6%.
Capital Wealth Advisors Inc-34$934,252$129,227$3,801iApproximate average salary by contribution assumption: employee only about $95,020 at 4% or $63,347 at 6%; with 50% employer match about $63,347 at 4% or $42,231 at 6%; with 100% employer match about $47,510 at 4% or $31,673 at 6%.
2014131$848,989$141,902$4,577iApproximate average salary by contribution assumption: employee only about $114,437 at 4% or $76,291 at 6%; with 50% employer match about $76,291 at 4% or $50,861 at 6%; with 100% employer match about $57,219 at 4% or $38,146 at 6%.
Capital Wealth Advisors Inc-31$848,989$141,902$4,577iApproximate average salary by contribution assumption: employee only about $114,437 at 4% or $76,291 at 6%; with 50% employer match about $76,291 at 4% or $50,861 at 6%; with 100% employer match about $57,219 at 4% or $38,146 at 6%.
2013121$702,387$130,661$6,222iApproximate average salary by contribution assumption: employee only about $155,549 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,133 at 6%; with 100% employer match about $77,774 at 4% or $51,850 at 6%.
Capital Wealth Advisors Inc-21$702,387$130,661$6,222iApproximate average salary by contribution assumption: employee only about $155,549 at 4% or $103,699 at 6%; with 50% employer match about $103,699 at 4% or $69,133 at 6%; with 100% employer match about $77,774 at 4% or $51,850 at 6%.
2012120$539,994$89,188$4,459iApproximate average salary by contribution assumption: employee only about $111,485 at 4% or $74,323 at 6%; with 50% employer match about $74,323 at 4% or $49,549 at 6%; with 100% employer match about $55,742 at 4% or $37,162 at 6%.
Capital Wealth Advisors Inc-20$539,994$89,188$4,459iApproximate average salary by contribution assumption: employee only about $111,485 at 4% or $74,323 at 6%; with 50% employer match about $74,323 at 4% or $49,549 at 6%; with 100% employer match about $55,742 at 4% or $37,162 at 6%.
2011121$403,976$182,292$8,681iApproximate average salary by contribution assumption: employee only about $217,014 at 4% or $144,676 at 6%; with 50% employer match about $144,676 at 4% or $96,451 at 6%; with 100% employer match about $108,507 at 4% or $72,338 at 6%.
Capital Wealth Advisors Inc-21$403,976$182,292$8,681iApproximate average salary by contribution assumption: employee only about $217,014 at 4% or $144,676 at 6%; with 50% employer match about $144,676 at 4% or $96,451 at 6%; with 100% employer match about $108,507 at 4% or $72,338 at 6%.
2010113$270,144$68,905$5,300iApproximate average salary by contribution assumption: employee only about $132,510 at 4% or $88,340 at 6%; with 50% employer match about $88,340 at 4% or $58,893 at 6%; with 100% employer match about $66,255 at 4% or $44,170 at 6%.
Capital Wealth Advisors Inc-13$270,144$68,905$5,300iApproximate average salary by contribution assumption: employee only about $132,510 at 4% or $88,340 at 6%; with 50% employer match about $88,340 at 4% or $58,893 at 6%; with 100% employer match about $66,255 at 4% or $44,170 at 6%.
2009110$189,930$64,716$6,472iApproximate average salary by contribution assumption: employee only about $161,790 at 4% or $107,860 at 6%; with 50% employer match about $107,860 at 4% or $71,907 at 6%; with 100% employer match about $80,895 at 4% or $53,930 at 6%.
Capital Wealth Advisors Inc-10$189,930$64,716$6,472iApproximate average salary by contribution assumption: employee only about $161,790 at 4% or $107,860 at 6%; with 50% employer match about $107,860 at 4% or $71,907 at 6%; with 100% employer match about $80,895 at 4% or $53,930 at 6%.
2008112$110,521$70,787$5,899iApproximate average salary by contribution assumption: employee only about $147,473 at 4% or $98,315 at 6%; with 50% employer match about $98,315 at 4% or $65,544 at 6%; with 100% employer match about $73,736 at 4% or $49,158 at 6%.
Capital Wealth Advisors Inc-12$110,521$70,787$5,899iApproximate average salary by contribution assumption: employee only about $147,473 at 4% or $98,315 at 6%; with 50% employer match about $98,315 at 4% or $65,544 at 6%; with 100% employer match about $73,736 at 4% or $49,158 at 6%.
200719$0$0-
Capital Wealth Advisors Inc-9---
200615$69,026$41,482$8,296iApproximate average salary by contribution assumption: employee only about $207,410 at 4% or $138,273 at 6%; with 50% employer match about $138,273 at 4% or $92,182 at 6%; with 100% employer match about $103,705 at 4% or $69,137 at 6%.
Capital Wealth Advisors Inc-5$69,026$41,482$8,296iApproximate average salary by contribution assumption: employee only about $207,410 at 4% or $138,273 at 6%; with 50% employer match about $138,273 at 4% or $92,182 at 6%; with 100% employer match about $103,705 at 4% or $69,137 at 6%.
200512$24,794$24,794$12,397iApproximate average salary by contribution assumption: employee only about $309,925 at 4% or $206,617 at 6%; with 50% employer match about $206,617 at 4% or $137,744 at 6%; with 100% employer match about $154,963 at 4% or $103,308 at 6%.
Capital Wealth Advisors Inc-2$24,794$24,794$12,397iApproximate average salary by contribution assumption: employee only about $309,925 at 4% or $206,617 at 6%; with 50% employer match about $206,617 at 4% or $137,744 at 6%; with 100% employer match about $154,963 at 4% or $103,308 at 6%.