Capell & Howard PC
Plan context: Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust
EIN 63-0593542 • Montgomery, AL • 25 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
59
2024 Assets
$36,204,229
2024 Contributions
$1,368,128
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 59 | $36,204,229 | $1,368,128 | $23,189iApproximate average salary by contribution assumption: employee only about $579,715 at 4% or $386,477 at 6%; with 50% employer match about $386,477 at 4% or $257,651 at 6%; with 100% employer match about $289,858 at 4% or $193,238 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 59 | $36,204,229 | $1,368,128 | $23,189iApproximate average salary by contribution assumption: employee only about $579,715 at 4% or $386,477 at 6%; with 50% employer match about $386,477 at 4% or $257,651 at 6%; with 100% employer match about $289,858 at 4% or $193,238 at 6%. |
| 2023 | 1 | 55 | $35,317,951 | $1,267,102 | $23,038iApproximate average salary by contribution assumption: employee only about $575,955 at 4% or $383,970 at 6%; with 50% employer match about $383,970 at 4% or $255,980 at 6%; with 100% employer match about $287,978 at 4% or $191,985 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 55 | $35,317,951 | $1,267,102 | $23,038iApproximate average salary by contribution assumption: employee only about $575,955 at 4% or $383,970 at 6%; with 50% employer match about $383,970 at 4% or $255,980 at 6%; with 100% employer match about $287,978 at 4% or $191,985 at 6%. |
| 2022 | 1 | 43 | $30,585,734 | $685,232 | $15,936iApproximate average salary by contribution assumption: employee only about $398,391 at 4% or $265,594 at 6%; with 50% employer match about $265,594 at 4% or $177,063 at 6%; with 100% employer match about $199,195 at 4% or $132,797 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 43 | $30,585,734 | $685,232 | $15,936iApproximate average salary by contribution assumption: employee only about $398,391 at 4% or $265,594 at 6%; with 50% employer match about $265,594 at 4% or $177,063 at 6%; with 100% employer match about $199,195 at 4% or $132,797 at 6%. |
| 2021 | 1 | 48 | $39,820,179 | $905,327 | $18,861iApproximate average salary by contribution assumption: employee only about $471,524 at 4% or $314,350 at 6%; with 50% employer match about $314,350 at 4% or $209,566 at 6%; with 100% employer match about $235,762 at 4% or $157,175 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 48 | $39,820,179 | $905,327 | $18,861iApproximate average salary by contribution assumption: employee only about $471,524 at 4% or $314,350 at 6%; with 50% employer match about $314,350 at 4% or $209,566 at 6%; with 100% employer match about $235,762 at 4% or $157,175 at 6%. |
| 2020 | 1 | 48 | $37,119,992 | $1,026,144 | $21,378iApproximate average salary by contribution assumption: employee only about $534,450 at 4% or $356,300 at 6%; with 50% employer match about $356,300 at 4% or $237,533 at 6%; with 100% employer match about $267,225 at 4% or $178,150 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 48 | $37,119,992 | $1,026,144 | $21,378iApproximate average salary by contribution assumption: employee only about $534,450 at 4% or $356,300 at 6%; with 50% employer match about $356,300 at 4% or $237,533 at 6%; with 100% employer match about $267,225 at 4% or $178,150 at 6%. |
| 2019 | 1 | 52 | $32,610,908 | $708,627 | $13,627iApproximate average salary by contribution assumption: employee only about $340,686 at 4% or $227,124 at 6%; with 50% employer match about $227,124 at 4% or $151,416 at 6%; with 100% employer match about $170,343 at 4% or $113,562 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 52 | $32,610,908 | $708,627 | $13,627iApproximate average salary by contribution assumption: employee only about $340,686 at 4% or $227,124 at 6%; with 50% employer match about $227,124 at 4% or $151,416 at 6%; with 100% employer match about $170,343 at 4% or $113,562 at 6%. |
| 2018 | 1 | 54 | $27,586,363 | $1,052,651 | $19,494iApproximate average salary by contribution assumption: employee only about $487,338 at 4% or $324,892 at 6%; with 50% employer match about $324,892 at 4% or $216,595 at 6%; with 100% employer match about $243,669 at 4% or $162,446 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 54 | $27,586,363 | $1,052,651 | $19,494iApproximate average salary by contribution assumption: employee only about $487,338 at 4% or $324,892 at 6%; with 50% employer match about $324,892 at 4% or $216,595 at 6%; with 100% employer match about $243,669 at 4% or $162,446 at 6%. |
| 2017 | 1 | 59 | $30,865,756 | $686,825 | $11,641iApproximate average salary by contribution assumption: employee only about $291,028 at 4% or $194,018 at 6%; with 50% employer match about $194,018 at 4% or $129,346 at 6%; with 100% employer match about $145,514 at 4% or $97,009 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 59 | $30,865,756 | $686,825 | $11,641iApproximate average salary by contribution assumption: employee only about $291,028 at 4% or $194,018 at 6%; with 50% employer match about $194,018 at 4% or $129,346 at 6%; with 100% employer match about $145,514 at 4% or $97,009 at 6%. |
| 2016 | 1 | 59 | $29,245,947 | $1,275,501 | $21,619iApproximate average salary by contribution assumption: employee only about $540,467 at 4% or $360,311 at 6%; with 50% employer match about $360,311 at 4% or $240,207 at 6%; with 100% employer match about $270,233 at 4% or $180,156 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 59 | $29,245,947 | $1,275,501 | $21,619iApproximate average salary by contribution assumption: employee only about $540,467 at 4% or $360,311 at 6%; with 50% employer match about $360,311 at 4% or $240,207 at 6%; with 100% employer match about $270,233 at 4% or $180,156 at 6%. |
| 2015 | 1 | 59 | $28,185,806 | $1,073,389 | $18,193iApproximate average salary by contribution assumption: employee only about $454,826 at 4% or $303,217 at 6%; with 50% employer match about $303,217 at 4% or $202,145 at 6%; with 100% employer match about $227,413 at 4% or $151,609 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 59 | $28,185,806 | $1,073,389 | $18,193iApproximate average salary by contribution assumption: employee only about $454,826 at 4% or $303,217 at 6%; with 50% employer match about $303,217 at 4% or $202,145 at 6%; with 100% employer match about $227,413 at 4% or $151,609 at 6%. |
| 2014 | 1 | 58 | $30,225,488 | $1,005,028 | $17,328iApproximate average salary by contribution assumption: employee only about $433,202 at 4% or $288,801 at 6%; with 50% employer match about $288,801 at 4% or $192,534 at 6%; with 100% employer match about $216,601 at 4% or $144,401 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 58 | $30,225,488 | $1,005,028 | $17,328iApproximate average salary by contribution assumption: employee only about $433,202 at 4% or $288,801 at 6%; with 50% employer match about $288,801 at 4% or $192,534 at 6%; with 100% employer match about $216,601 at 4% or $144,401 at 6%. |
| 2013 | 1 | 56 | $31,248,399 | $404,278 | $7,219iApproximate average salary by contribution assumption: employee only about $180,481 at 4% or $120,321 at 6%; with 50% employer match about $120,321 at 4% or $80,214 at 6%; with 100% employer match about $90,241 at 4% or $60,160 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 56 | $31,248,399 | $404,278 | $7,219iApproximate average salary by contribution assumption: employee only about $180,481 at 4% or $120,321 at 6%; with 50% employer match about $120,321 at 4% or $80,214 at 6%; with 100% employer match about $90,241 at 4% or $60,160 at 6%. |
| 2012 | 1 | 56 | $27,042,849 | $896,529 | $16,009iApproximate average salary by contribution assumption: employee only about $400,236 at 4% or $266,824 at 6%; with 50% employer match about $266,824 at 4% or $177,883 at 6%; with 100% employer match about $200,118 at 4% or $133,412 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 56 | $27,042,849 | $896,529 | $16,009iApproximate average salary by contribution assumption: employee only about $400,236 at 4% or $266,824 at 6%; with 50% employer match about $266,824 at 4% or $177,883 at 6%; with 100% employer match about $200,118 at 4% or $133,412 at 6%. |
| 2011 | 1 | 59 | $23,420,119 | $1,087,136 | $18,426iApproximate average salary by contribution assumption: employee only about $460,651 at 4% or $307,101 at 6%; with 50% employer match about $307,101 at 4% or $204,734 at 6%; with 100% employer match about $230,325 at 4% or $153,550 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 59 | $23,420,119 | $1,087,136 | $18,426iApproximate average salary by contribution assumption: employee only about $460,651 at 4% or $307,101 at 6%; with 50% employer match about $307,101 at 4% or $204,734 at 6%; with 100% employer match about $230,325 at 4% or $153,550 at 6%. |
| 2010 | 1 | 59 | $24,907,219 | $1,072,049 | $18,170iApproximate average salary by contribution assumption: employee only about $454,258 at 4% or $302,839 at 6%; with 50% employer match about $302,839 at 4% or $201,892 at 6%; with 100% employer match about $227,129 at 4% or $151,419 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 59 | $24,907,219 | $1,072,049 | $18,170iApproximate average salary by contribution assumption: employee only about $454,258 at 4% or $302,839 at 6%; with 50% employer match about $302,839 at 4% or $201,892 at 6%; with 100% employer match about $227,129 at 4% or $151,419 at 6%. |
| 2009 | 1 | 63 | $21,943,019 | $1,042,796 | $16,552iApproximate average salary by contribution assumption: employee only about $413,808 at 4% or $275,872 at 6%; with 50% employer match about $275,872 at 4% or $183,915 at 6%; with 100% employer match about $206,904 at 4% or $137,936 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 63 | $21,943,019 | $1,042,796 | $16,552iApproximate average salary by contribution assumption: employee only about $413,808 at 4% or $275,872 at 6%; with 50% employer match about $275,872 at 4% or $183,915 at 6%; with 100% employer match about $206,904 at 4% or $137,936 at 6%. |
| 2008 | 1 | 68 | $16,947,460 | $1,482,515 | $21,802iApproximate average salary by contribution assumption: employee only about $545,042 at 4% or $363,362 at 6%; with 50% employer match about $363,362 at 4% or $242,241 at 6%; with 100% employer match about $272,521 at 4% or $181,681 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 68 | $16,947,460 | $1,482,515 | $21,802iApproximate average salary by contribution assumption: employee only about $545,042 at 4% or $363,362 at 6%; with 50% employer match about $363,362 at 4% or $242,241 at 6%; with 100% employer match about $272,521 at 4% or $181,681 at 6%. |
| 2007 | 1 | 69 | $23,165,719 | $764,774 | $11,084iApproximate average salary by contribution assumption: employee only about $277,092 at 4% or $184,728 at 6%; with 50% employer match about $184,728 at 4% or $123,152 at 6%; with 100% employer match about $138,546 at 4% or $92,364 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 69 | $23,165,719 | $764,774 | $11,084iApproximate average salary by contribution assumption: employee only about $277,092 at 4% or $184,728 at 6%; with 50% employer match about $184,728 at 4% or $123,152 at 6%; with 100% employer match about $138,546 at 4% or $92,364 at 6%. |
| 2006 | 1 | 69 | $23,778,854 | $993,843 | $14,404iApproximate average salary by contribution assumption: employee only about $360,088 at 4% or $240,059 at 6%; with 50% employer match about $240,059 at 4% or $160,039 at 6%; with 100% employer match about $180,044 at 4% or $120,029 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 69 | $23,778,854 | $993,843 | $14,404iApproximate average salary by contribution assumption: employee only about $360,088 at 4% or $240,059 at 6%; with 50% employer match about $240,059 at 4% or $160,039 at 6%; with 100% employer match about $180,044 at 4% or $120,029 at 6%. |
| 2005 | 1 | 68 | $22,231,429 | $1,697,120 | $24,958iApproximate average salary by contribution assumption: employee only about $623,941 at 4% or $415,961 at 6%; with 50% employer match about $415,961 at 4% or $277,307 at 6%; with 100% employer match about $311,971 at 4% or $207,980 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 68 | $22,231,429 | $1,697,120 | $24,958iApproximate average salary by contribution assumption: employee only about $623,941 at 4% or $415,961 at 6%; with 50% employer match about $415,961 at 4% or $277,307 at 6%; with 100% employer match about $311,971 at 4% or $207,980 at 6%. |
| 2004 | 1 | 76 | $20,789,386 | $614,933 | $8,091iApproximate average salary by contribution assumption: employee only about $202,281 at 4% or $134,854 at 6%; with 50% employer match about $134,854 at 4% or $89,902 at 6%; with 100% employer match about $101,140 at 4% or $67,427 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 76 | $20,789,386 | $614,933 | $8,091iApproximate average salary by contribution assumption: employee only about $202,281 at 4% or $134,854 at 6%; with 50% employer match about $134,854 at 4% or $89,902 at 6%; with 100% employer match about $101,140 at 4% or $67,427 at 6%. |
| 2003 | 1 | 88 | $18,497,173 | $842,026 | $9,568iApproximate average salary by contribution assumption: employee only about $239,212 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,316 at 6%; with 100% employer match about $119,606 at 4% or $79,737 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 88 | $18,497,173 | $842,026 | $9,568iApproximate average salary by contribution assumption: employee only about $239,212 at 4% or $159,475 at 6%; with 50% employer match about $159,475 at 4% or $106,316 at 6%; with 100% employer match about $119,606 at 4% or $79,737 at 6%. |
| 2002 | 1 | 67 | $14,280,090 | $1,009,443 | $15,066iApproximate average salary by contribution assumption: employee only about $376,658 at 4% or $251,105 at 6%; with 50% employer match about $251,105 at 4% or $167,403 at 6%; with 100% employer match about $188,329 at 4% or $125,553 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 67 | $14,280,090 | $1,009,443 | $15,066iApproximate average salary by contribution assumption: employee only about $376,658 at 4% or $251,105 at 6%; with 50% employer match about $251,105 at 4% or $167,403 at 6%; with 100% employer match about $188,329 at 4% or $125,553 at 6%. |
| 2000 | 1 | 52 | $0 | $0 | - |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 52 | - | - | - |
| 1999 | 1 | 58 | $16,752,295 | $795,982 | $13,724iApproximate average salary by contribution assumption: employee only about $343,096 at 4% or $228,730 at 6%; with 50% employer match about $228,730 at 4% or $152,487 at 6%; with 100% employer match about $171,548 at 4% or $114,365 at 6%. |
| Capell, Howard, Knabe & Cobbs, Pa 401K Profit Sharing Plan & Trust | - | 58 | $16,752,295 | $795,982 | $13,724iApproximate average salary by contribution assumption: employee only about $343,096 at 4% or $228,730 at 6%; with 50% employer match about $228,730 at 4% or $152,487 at 6%; with 100% employer match about $171,548 at 4% or $114,365 at 6%. |