Civic Intelligence

CAPSTONE FINANCIAL MANAGEMENT

Plan context: CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

EIN 58-2550819 • Atlanta, GA • 16 filings • 2 plans

2110 Powers Ferry Rd SE Ste 465Atlanta, GA 30339-5062
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$565,288

2025 Contributions

$25,413

Historical Graphs

Total Assets Over Time

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

$565,288$282,644$0201020182025YearValue
$565,288Latest year 2025

Participants Over Time

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

320201020182025YearValue
2Latest year 2025

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
202512$565,288$25,413$12,707iApproximate average salary by contribution assumption: employee only about $317,663 at 4% or $211,775 at 6%; with 50% employer match about $211,775 at 4% or $141,183 at 6%; with 100% employer match about $158,831 at 4% or $105,888 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$565,288$25,413$12,707iApproximate average salary by contribution assumption: employee only about $317,663 at 4% or $211,775 at 6%; with 50% employer match about $211,775 at 4% or $141,183 at 6%; with 100% employer match about $158,831 at 4% or $105,888 at 6%.
202412$470,594$33,410$16,705iApproximate average salary by contribution assumption: employee only about $417,625 at 4% or $278,417 at 6%; with 50% employer match about $278,417 at 4% or $185,611 at 6%; with 100% employer match about $208,813 at 4% or $139,208 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$470,594$33,410$16,705iApproximate average salary by contribution assumption: employee only about $417,625 at 4% or $278,417 at 6%; with 50% employer match about $278,417 at 4% or $185,611 at 6%; with 100% employer match about $208,813 at 4% or $139,208 at 6%.
202312$395,832$32,872$16,436iApproximate average salary by contribution assumption: employee only about $410,900 at 4% or $273,933 at 6%; with 50% employer match about $273,933 at 4% or $182,622 at 6%; with 100% employer match about $205,450 at 4% or $136,967 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$395,832$32,872$16,436iApproximate average salary by contribution assumption: employee only about $410,900 at 4% or $273,933 at 6%; with 50% employer match about $273,933 at 4% or $182,622 at 6%; with 100% employer match about $205,450 at 4% or $136,967 at 6%.
202212$321,379$30,389$15,195iApproximate average salary by contribution assumption: employee only about $379,863 at 4% or $253,242 at 6%; with 50% employer match about $253,242 at 4% or $168,828 at 6%; with 100% employer match about $189,931 at 4% or $126,621 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$321,379$30,389$15,195iApproximate average salary by contribution assumption: employee only about $379,863 at 4% or $253,242 at 6%; with 50% employer match about $253,242 at 4% or $168,828 at 6%; with 100% employer match about $189,931 at 4% or $126,621 at 6%.
202112$342,723$26,643$13,322iApproximate average salary by contribution assumption: employee only about $333,038 at 4% or $222,025 at 6%; with 50% employer match about $222,025 at 4% or $148,017 at 6%; with 100% employer match about $166,519 at 4% or $111,013 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$342,723$26,643$13,322iApproximate average salary by contribution assumption: employee only about $333,038 at 4% or $222,025 at 6%; with 50% employer match about $222,025 at 4% or $148,017 at 6%; with 100% employer match about $166,519 at 4% or $111,013 at 6%.
202012$273,211$15,780$7,890iApproximate average salary by contribution assumption: employee only about $197,250 at 4% or $131,500 at 6%; with 50% employer match about $131,500 at 4% or $87,667 at 6%; with 100% employer match about $98,625 at 4% or $65,750 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$273,211$15,780$7,890iApproximate average salary by contribution assumption: employee only about $197,250 at 4% or $131,500 at 6%; with 50% employer match about $131,500 at 4% or $87,667 at 6%; with 100% employer match about $98,625 at 4% or $65,750 at 6%.
201912$227,040$19,348$9,674iApproximate average salary by contribution assumption: employee only about $241,850 at 4% or $161,233 at 6%; with 50% employer match about $161,233 at 4% or $107,489 at 6%; with 100% employer match about $120,925 at 4% or $80,617 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST-2$227,040$19,348$9,674iApproximate average salary by contribution assumption: employee only about $241,850 at 4% or $161,233 at 6%; with 50% employer match about $161,233 at 4% or $107,489 at 6%; with 100% employer match about $120,925 at 4% or $80,617 at 6%.
201813$176,802$35,164$11,721iApproximate average salary by contribution assumption: employee only about $293,033 at 4% or $195,356 at 6%; with 50% employer match about $195,356 at 4% or $130,237 at 6%; with 100% employer match about $146,517 at 4% or $97,678 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$176,802$35,164$11,721iApproximate average salary by contribution assumption: employee only about $293,033 at 4% or $195,356 at 6%; with 50% employer match about $195,356 at 4% or $130,237 at 6%; with 100% employer match about $146,517 at 4% or $97,678 at 6%.
201713$161,882$27,364$9,121iApproximate average salary by contribution assumption: employee only about $228,033 at 4% or $152,022 at 6%; with 50% employer match about $152,022 at 4% or $101,348 at 6%; with 100% employer match about $114,017 at 4% or $76,011 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$161,882$27,364$9,121iApproximate average salary by contribution assumption: employee only about $228,033 at 4% or $152,022 at 6%; with 50% employer match about $152,022 at 4% or $101,348 at 6%; with 100% employer match about $114,017 at 4% or $76,011 at 6%.
201613$117,284$23,259$7,753iApproximate average salary by contribution assumption: employee only about $193,825 at 4% or $129,217 at 6%; with 50% employer match about $129,217 at 4% or $86,144 at 6%; with 100% employer match about $96,913 at 4% or $64,608 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$117,284$23,259$7,753iApproximate average salary by contribution assumption: employee only about $193,825 at 4% or $129,217 at 6%; with 50% employer match about $129,217 at 4% or $86,144 at 6%; with 100% employer match about $96,913 at 4% or $64,608 at 6%.
201513$87,966$18,363$6,121iApproximate average salary by contribution assumption: employee only about $153,025 at 4% or $102,017 at 6%; with 50% employer match about $102,017 at 4% or $68,011 at 6%; with 100% employer match about $76,513 at 4% or $51,008 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$87,966$18,363$6,121iApproximate average salary by contribution assumption: employee only about $153,025 at 4% or $102,017 at 6%; with 50% employer match about $102,017 at 4% or $68,011 at 6%; with 100% employer match about $76,513 at 4% or $51,008 at 6%.
201413$69,784$14,414$4,805iApproximate average salary by contribution assumption: employee only about $120,117 at 4% or $80,078 at 6%; with 50% employer match about $80,078 at 4% or $53,385 at 6%; with 100% employer match about $60,058 at 4% or $40,039 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$69,784$14,414$4,805iApproximate average salary by contribution assumption: employee only about $120,117 at 4% or $80,078 at 6%; with 50% employer match about $80,078 at 4% or $53,385 at 6%; with 100% employer match about $60,058 at 4% or $40,039 at 6%.
201313$52,069$14,747$4,916iApproximate average salary by contribution assumption: employee only about $122,892 at 4% or $81,928 at 6%; with 50% employer match about $81,928 at 4% or $54,619 at 6%; with 100% employer match about $61,446 at 4% or $40,964 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$52,069$14,747$4,916iApproximate average salary by contribution assumption: employee only about $122,892 at 4% or $81,928 at 6%; with 50% employer match about $81,928 at 4% or $54,619 at 6%; with 100% employer match about $61,446 at 4% or $40,964 at 6%.
201213$32,767$14,778$4,926iApproximate average salary by contribution assumption: employee only about $123,150 at 4% or $82,100 at 6%; with 50% employer match about $82,100 at 4% or $54,733 at 6%; with 100% employer match about $61,575 at 4% or $41,050 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$32,767$14,778$4,926iApproximate average salary by contribution assumption: employee only about $123,150 at 4% or $82,100 at 6%; with 50% employer match about $82,100 at 4% or $54,733 at 6%; with 100% employer match about $61,575 at 4% or $41,050 at 6%.
201113$16,157$11,176$3,725iApproximate average salary by contribution assumption: employee only about $93,133 at 4% or $62,089 at 6%; with 50% employer match about $62,089 at 4% or $41,393 at 6%; with 100% employer match about $46,567 at 4% or $31,044 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-3$16,157$11,176$3,725iApproximate average salary by contribution assumption: employee only about $93,133 at 4% or $62,089 at 6%; with 50% employer match about $62,089 at 4% or $41,393 at 6%; with 100% employer match about $46,567 at 4% or $31,044 at 6%.
201012$5,180$5,144$2,572iApproximate average salary by contribution assumption: employee only about $64,300 at 4% or $42,867 at 6%; with 50% employer match about $42,867 at 4% or $28,578 at 6%; with 100% employer match about $32,150 at 4% or $21,433 at 6%.
CAPSTONE FINANCIAL MANAGEMENT 401 K PROFIT SHARING PLAN TRUST-2$5,180$5,144$2,572iApproximate average salary by contribution assumption: employee only about $64,300 at 4% or $42,867 at 6%; with 50% employer match about $42,867 at 4% or $28,578 at 6%; with 100% employer match about $32,150 at 4% or $21,433 at 6%.