Civic Intelligence

Capital Partners Certified

Plan context: Capital Partners Certified 401(K) Profit Sharing Plan and Trust

EIN 58-1604383 • Atlanta, GA • 21 filings • 3 plans

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1775 The Exchange SESuite 640Atlanta, GA 30339-2016
Current Snapshot

Latest Year

2024

2024 Participants

12

2024 Assets

$2,372,023

2024 Contributions

$190,266

Historical Graphs

Total Assets Over Time

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

$2,372,023$1,186,012$0200420142024YearValue
$2,372,023Latest year 2024

Participants Over Time

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

1580200420142024YearValue
12Latest 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
2024112$2,372,023$190,266$15,856iApproximate average salary by contribution assumption: employee only about $396,388 at 4% or $264,258 at 6%; with 50% employer match about $264,258 at 4% or $176,172 at 6%; with 100% employer match about $198,194 at 4% or $132,129 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-12$2,372,023$190,266$15,856iApproximate average salary by contribution assumption: employee only about $396,388 at 4% or $264,258 at 6%; with 50% employer match about $264,258 at 4% or $176,172 at 6%; with 100% employer match about $198,194 at 4% or $132,129 at 6%.
2023113$1,984,762$151,385$11,645iApproximate average salary by contribution assumption: employee only about $291,125 at 4% or $194,083 at 6%; with 50% employer match about $194,083 at 4% or $129,389 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-13$1,984,762$151,385$11,645iApproximate average salary by contribution assumption: employee only about $291,125 at 4% or $194,083 at 6%; with 50% employer match about $194,083 at 4% or $129,389 at 6%; with 100% employer match about $145,563 at 4% or $97,042 at 6%.
2022112$1,672,283$154,811$12,901iApproximate average salary by contribution assumption: employee only about $322,523 at 4% or $215,015 at 6%; with 50% employer match about $215,015 at 4% or $143,344 at 6%; with 100% employer match about $161,261 at 4% or $107,508 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-12$1,672,283$154,811$12,901iApproximate average salary by contribution assumption: employee only about $322,523 at 4% or $215,015 at 6%; with 50% employer match about $215,015 at 4% or $143,344 at 6%; with 100% employer match about $161,261 at 4% or $107,508 at 6%.
2021113$1,975,793$157,263$12,097iApproximate average salary by contribution assumption: employee only about $302,429 at 4% or $201,619 at 6%; with 50% employer match about $201,619 at 4% or $134,413 at 6%; with 100% employer match about $151,214 at 4% or $100,810 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-13$1,975,793$157,263$12,097iApproximate average salary by contribution assumption: employee only about $302,429 at 4% or $201,619 at 6%; with 50% employer match about $201,619 at 4% or $134,413 at 6%; with 100% employer match about $151,214 at 4% or $100,810 at 6%.
2020114$1,636,801$144,571$10,327iApproximate average salary by contribution assumption: employee only about $258,163 at 4% or $172,108 at 6%; with 50% employer match about $172,108 at 4% or $114,739 at 6%; with 100% employer match about $129,081 at 4% or $86,054 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-14$1,636,801$144,571$10,327iApproximate average salary by contribution assumption: employee only about $258,163 at 4% or $172,108 at 6%; with 50% employer match about $172,108 at 4% or $114,739 at 6%; with 100% employer match about $129,081 at 4% or $86,054 at 6%.
2019115$1,487,756$147,006$9,800iApproximate average salary by contribution assumption: employee only about $245,010 at 4% or $163,340 at 6%; with 50% employer match about $163,340 at 4% or $108,893 at 6%; with 100% employer match about $122,505 at 4% or $81,670 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-15$1,487,756$147,006$9,800iApproximate average salary by contribution assumption: employee only about $245,010 at 4% or $163,340 at 6%; with 50% employer match about $163,340 at 4% or $108,893 at 6%; with 100% employer match about $122,505 at 4% or $81,670 at 6%.
2018115$1,106,911$133,005$8,867iApproximate average salary by contribution assumption: employee only about $221,675 at 4% or $147,783 at 6%; with 50% employer match about $147,783 at 4% or $98,522 at 6%; with 100% employer match about $110,838 at 4% or $73,892 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-15$1,106,911$133,005$8,867iApproximate average salary by contribution assumption: employee only about $221,675 at 4% or $147,783 at 6%; with 50% employer match about $147,783 at 4% or $98,522 at 6%; with 100% employer match about $110,838 at 4% or $73,892 at 6%.
2017114$1,055,960$107,787$7,699iApproximate average salary by contribution assumption: employee only about $192,477 at 4% or $128,318 at 6%; with 50% employer match about $128,318 at 4% or $85,545 at 6%; with 100% employer match about $96,238 at 4% or $64,159 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-14$1,055,960$107,787$7,699iApproximate average salary by contribution assumption: employee only about $192,477 at 4% or $128,318 at 6%; with 50% employer match about $128,318 at 4% or $85,545 at 6%; with 100% employer match about $96,238 at 4% or $64,159 at 6%.
2016113$820,247$115,617$8,894iApproximate average salary by contribution assumption: employee only about $222,340 at 4% or $148,227 at 6%; with 50% employer match about $148,227 at 4% or $98,818 at 6%; with 100% employer match about $111,170 at 4% or $74,113 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-13$820,247$115,617$8,894iApproximate average salary by contribution assumption: employee only about $222,340 at 4% or $148,227 at 6%; with 50% employer match about $148,227 at 4% or $98,818 at 6%; with 100% employer match about $111,170 at 4% or $74,113 at 6%.
2015110$673,729$122,533$12,253iApproximate average salary by contribution assumption: employee only about $306,333 at 4% or $204,222 at 6%; with 50% employer match about $204,222 at 4% or $136,148 at 6%; with 100% employer match about $153,166 at 4% or $102,111 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-10$673,729$122,533$12,253iApproximate average salary by contribution assumption: employee only about $306,333 at 4% or $204,222 at 6%; with 50% employer match about $204,222 at 4% or $136,148 at 6%; with 100% employer match about $153,166 at 4% or $102,111 at 6%.
201419$619,584$48,120$5,347iApproximate average salary by contribution assumption: employee only about $133,667 at 4% or $89,111 at 6%; with 50% employer match about $89,111 at 4% or $59,407 at 6%; with 100% employer match about $66,833 at 4% or $44,556 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-9$619,584$48,120$5,347iApproximate average salary by contribution assumption: employee only about $133,667 at 4% or $89,111 at 6%; with 50% employer match about $89,111 at 4% or $59,407 at 6%; with 100% employer match about $66,833 at 4% or $44,556 at 6%.
201318$735,889$57,466$7,183iApproximate average salary by contribution assumption: employee only about $179,581 at 4% or $119,721 at 6%; with 50% employer match about $119,721 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,860 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-8$735,889$57,466$7,183iApproximate average salary by contribution assumption: employee only about $179,581 at 4% or $119,721 at 6%; with 50% employer match about $119,721 at 4% or $79,814 at 6%; with 100% employer match about $89,791 at 4% or $59,860 at 6%.
201219$580,095$63,343$7,038iApproximate average salary by contribution assumption: employee only about $175,953 at 4% or $117,302 at 6%; with 50% employer match about $117,302 at 4% or $78,201 at 6%; with 100% employer match about $87,976 at 4% or $58,651 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-9$580,095$63,343$7,038iApproximate average salary by contribution assumption: employee only about $175,953 at 4% or $117,302 at 6%; with 50% employer match about $117,302 at 4% or $78,201 at 6%; with 100% employer match about $87,976 at 4% or $58,651 at 6%.
201119$484,118$68,124$7,569iApproximate average salary by contribution assumption: employee only about $189,233 at 4% or $126,156 at 6%; with 50% employer match about $126,156 at 4% or $84,104 at 6%; with 100% employer match about $94,617 at 4% or $63,078 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-9$484,118$68,124$7,569iApproximate average salary by contribution assumption: employee only about $189,233 at 4% or $126,156 at 6%; with 50% employer match about $126,156 at 4% or $84,104 at 6%; with 100% employer match about $94,617 at 4% or $63,078 at 6%.
201019$417,586$72,877$8,097iApproximate average salary by contribution assumption: employee only about $202,436 at 4% or $134,957 at 6%; with 50% employer match about $134,957 at 4% or $89,972 at 6%; with 100% employer match about $101,218 at 4% or $67,479 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-9$417,586$72,877$8,097iApproximate average salary by contribution assumption: employee only about $202,436 at 4% or $134,957 at 6%; with 50% employer match about $134,957 at 4% or $89,972 at 6%; with 100% employer match about $101,218 at 4% or $67,479 at 6%.
200917$395,549$62,197$8,885iApproximate average salary by contribution assumption: employee only about $222,132 at 4% or $148,088 at 6%; with 50% employer match about $148,088 at 4% or $98,725 at 6%; with 100% employer match about $111,066 at 4% or $74,044 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-7$395,549$62,197$8,885iApproximate average salary by contribution assumption: employee only about $222,132 at 4% or $148,088 at 6%; with 50% employer match about $148,088 at 4% or $98,725 at 6%; with 100% employer match about $111,066 at 4% or $74,044 at 6%.
200816$306,241$55,155$9,193iApproximate average salary by contribution assumption: employee only about $229,813 at 4% or $153,208 at 6%; with 50% employer match about $153,208 at 4% or $102,139 at 6%; with 100% employer match about $114,906 at 4% or $76,604 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-6$306,241$55,155$9,193iApproximate average salary by contribution assumption: employee only about $229,813 at 4% or $153,208 at 6%; with 50% employer match about $153,208 at 4% or $102,139 at 6%; with 100% employer match about $114,906 at 4% or $76,604 at 6%.
200715$409,074$73,330$14,666iApproximate average salary by contribution assumption: employee only about $366,650 at 4% or $244,433 at 6%; with 50% employer match about $244,433 at 4% or $162,956 at 6%; with 100% employer match about $183,325 at 4% or $122,217 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-5$409,074$73,330$14,666iApproximate average salary by contribution assumption: employee only about $366,650 at 4% or $244,433 at 6%; with 50% employer match about $244,433 at 4% or $162,956 at 6%; with 100% employer match about $183,325 at 4% or $122,217 at 6%.
200615$32,210$31,244$6,249iApproximate average salary by contribution assumption: employee only about $156,220 at 4% or $104,147 at 6%; with 50% employer match about $104,147 at 4% or $69,431 at 6%; with 100% employer match about $78,110 at 4% or $52,073 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-5$32,210$31,244$6,249iApproximate average salary by contribution assumption: employee only about $156,220 at 4% or $104,147 at 6%; with 50% employer match about $104,147 at 4% or $69,431 at 6%; with 100% employer match about $78,110 at 4% or $52,073 at 6%.
200516$213,543$64,819$10,803iApproximate average salary by contribution assumption: employee only about $270,079 at 4% or $180,053 at 6%; with 50% employer match about $180,053 at 4% or $120,035 at 6%; with 100% employer match about $135,040 at 4% or $90,026 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-6$213,543$64,819$10,803iApproximate average salary by contribution assumption: employee only about $270,079 at 4% or $180,053 at 6%; with 50% employer match about $180,053 at 4% or $120,035 at 6%; with 100% employer match about $135,040 at 4% or $90,026 at 6%.
200415$437,793$420,665$84,133iApproximate average salary by contribution assumption: employee only about $2,103,325 at 4% or $1,402,217 at 6%; with 50% employer match about $1,402,217 at 4% or $934,811 at 6%; with 100% employer match about $1,051,663 at 4% or $701,108 at 6%.
Capital Partners Certified 401(K) Profit Sharing Plan and Trust-5$437,793$420,665$84,133iApproximate average salary by contribution assumption: employee only about $2,103,325 at 4% or $1,402,217 at 6%; with 50% employer match about $1,402,217 at 4% or $934,811 at 6%; with 100% employer match about $1,051,663 at 4% or $701,108 at 6%.