Civic Intelligence

Capstone Health Services Foundation

Plan context: Capstone Health Services Foundation Retirement Annuity Plan

EIN 63-0810661 • Tuscaloosa, AL • 26 filings • 4 plans

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850 5th Avenue EastTuscaloosa, AL 35401
Current Snapshot

Latest Year

2024

2024 Participants

131

2024 Assets

$23,381,283

2024 Contributions

$1,474,267

Historical Graphs

Total Assets Over Time

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

$23,907,190$11,953,595$0200920172024YearValue
$23,381,283Latest year 2024

Participants Over Time

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

131660200920172024YearValue
131Latest 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
20241131$23,381,283$1,474,267$11,254iApproximate average salary by contribution assumption: employee only about $281,349 at 4% or $187,566 at 6%; with 50% employer match about $187,566 at 4% or $125,044 at 6%; with 100% employer match about $140,674 at 4% or $93,783 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-131$23,381,283$1,474,267$11,254iApproximate average salary by contribution assumption: employee only about $281,349 at 4% or $187,566 at 6%; with 50% employer match about $187,566 at 4% or $125,044 at 6%; with 100% employer match about $140,674 at 4% or $93,783 at 6%.
20231123$19,875,307$1,385,029$11,260iApproximate average salary by contribution assumption: employee only about $281,510 at 4% or $187,673 at 6%; with 50% employer match about $187,673 at 4% or $125,116 at 6%; with 100% employer match about $140,755 at 4% or $93,837 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-123$19,875,307$1,385,029$11,260iApproximate average salary by contribution assumption: employee only about $281,510 at 4% or $187,673 at 6%; with 50% employer match about $187,673 at 4% or $125,116 at 6%; with 100% employer match about $140,755 at 4% or $93,837 at 6%.
20221128$16,479,749$1,275,637$9,966iApproximate average salary by contribution assumption: employee only about $249,148 at 4% or $166,099 at 6%; with 50% employer match about $166,099 at 4% or $110,732 at 6%; with 100% employer match about $124,574 at 4% or $83,049 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-128$16,479,749$1,275,637$9,966iApproximate average salary by contribution assumption: employee only about $249,148 at 4% or $166,099 at 6%; with 50% employer match about $166,099 at 4% or $110,732 at 6%; with 100% employer match about $124,574 at 4% or $83,049 at 6%.
2021199$18,853,281$1,110,562$11,218iApproximate average salary by contribution assumption: employee only about $280,445 at 4% or $186,963 at 6%; with 50% employer match about $186,963 at 4% or $124,642 at 6%; with 100% employer match about $140,222 at 4% or $93,482 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-99$18,853,281$1,110,562$11,218iApproximate average salary by contribution assumption: employee only about $280,445 at 4% or $186,963 at 6%; with 50% employer match about $186,963 at 4% or $124,642 at 6%; with 100% employer match about $140,222 at 4% or $93,482 at 6%.
2020189$16,457,670$1,009,801$11,346iApproximate average salary by contribution assumption: employee only about $283,652 at 4% or $189,101 at 6%; with 50% employer match about $189,101 at 4% or $126,068 at 6%; with 100% employer match about $141,826 at 4% or $94,551 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-89$16,457,670$1,009,801$11,346iApproximate average salary by contribution assumption: employee only about $283,652 at 4% or $189,101 at 6%; with 50% employer match about $189,101 at 4% or $126,068 at 6%; with 100% employer match about $141,826 at 4% or $94,551 at 6%.
2019183$14,428,185$1,079,945$13,011iApproximate average salary by contribution assumption: employee only about $325,285 at 4% or $216,856 at 6%; with 50% employer match about $216,856 at 4% or $144,571 at 6%; with 100% employer match about $162,642 at 4% or $108,428 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-83$14,428,185$1,079,945$13,011iApproximate average salary by contribution assumption: employee only about $325,285 at 4% or $216,856 at 6%; with 50% employer match about $216,856 at 4% or $144,571 at 6%; with 100% employer match about $162,642 at 4% or $108,428 at 6%.
20181113$11,717,993$827,839$7,326iApproximate average salary by contribution assumption: employee only about $183,150 at 4% or $122,100 at 6%; with 50% employer match about $122,100 at 4% or $81,400 at 6%; with 100% employer match about $91,575 at 4% or $61,050 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-113$11,717,993$827,839$7,326iApproximate average salary by contribution assumption: employee only about $183,150 at 4% or $122,100 at 6%; with 50% employer match about $122,100 at 4% or $81,400 at 6%; with 100% employer match about $91,575 at 4% or $61,050 at 6%.
20172111$23,907,190$1,666,109$15,010iApproximate average salary by contribution assumption: employee only about $375,250 at 4% or $250,167 at 6%; with 50% employer match about $250,167 at 4% or $166,778 at 6%; with 100% employer match about $187,625 at 4% or $125,083 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-111$11,988,795$868,254$7,822iApproximate average salary by contribution assumption: employee only about $195,553 at 4% or $130,368 at 6%; with 50% employer match about $130,368 at 4% or $86,912 at 6%; with 100% employer match about $97,776 at 4% or $65,184 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-111$11,918,395$797,855$7,188iApproximate average salary by contribution assumption: employee only about $179,697 at 4% or $119,798 at 6%; with 50% employer match about $119,798 at 4% or $79,865 at 6%; with 100% employer match about $89,849 at 4% or $59,899 at 6%.
20161125$9,970,355$887,011$7,096iApproximate average salary by contribution assumption: employee only about $177,402 at 4% or $118,268 at 6%; with 50% employer match about $118,268 at 4% or $78,845 at 6%; with 100% employer match about $88,701 at 4% or $59,134 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-125$9,970,355$887,011$7,096iApproximate average salary by contribution assumption: employee only about $177,402 at 4% or $118,268 at 6%; with 50% employer match about $118,268 at 4% or $78,845 at 6%; with 100% employer match about $88,701 at 4% or $59,134 at 6%.
20151120$9,405,624$917,525$7,646iApproximate average salary by contribution assumption: employee only about $191,151 at 4% or $127,434 at 6%; with 50% employer match about $127,434 at 4% or $84,956 at 6%; with 100% employer match about $95,576 at 4% or $63,717 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-120$9,405,624$917,525$7,646iApproximate average salary by contribution assumption: employee only about $191,151 at 4% or $127,434 at 6%; with 50% employer match about $127,434 at 4% or $84,956 at 6%; with 100% employer match about $95,576 at 4% or $63,717 at 6%.
20141115$8,909,148$804,302$6,994iApproximate average salary by contribution assumption: employee only about $174,848 at 4% or $116,566 at 6%; with 50% employer match about $116,566 at 4% or $77,710 at 6%; with 100% employer match about $87,424 at 4% or $58,283 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-115$8,909,148$804,302$6,994iApproximate average salary by contribution assumption: employee only about $174,848 at 4% or $116,566 at 6%; with 50% employer match about $116,566 at 4% or $77,710 at 6%; with 100% employer match about $87,424 at 4% or $58,283 at 6%.
20131111$7,684,010$778,115$7,010iApproximate average salary by contribution assumption: employee only about $175,251 at 4% or $116,834 at 6%; with 50% employer match about $116,834 at 4% or $77,889 at 6%; with 100% employer match about $87,626 at 4% or $58,417 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-111$7,684,010$778,115$7,010iApproximate average salary by contribution assumption: employee only about $175,251 at 4% or $116,834 at 6%; with 50% employer match about $116,834 at 4% or $77,889 at 6%; with 100% employer match about $87,626 at 4% or $58,417 at 6%.
20121103$6,169,621$582,939$5,660iApproximate average salary by contribution assumption: employee only about $141,490 at 4% or $94,327 at 6%; with 50% employer match about $94,327 at 4% or $62,884 at 6%; with 100% employer match about $70,745 at 4% or $47,163 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-103$6,169,621$582,939$5,660iApproximate average salary by contribution assumption: employee only about $141,490 at 4% or $94,327 at 6%; with 50% employer match about $94,327 at 4% or $62,884 at 6%; with 100% employer match about $70,745 at 4% or $47,163 at 6%.
2011193$5,375,521$500,072$5,377iApproximate average salary by contribution assumption: employee only about $134,428 at 4% or $89,619 at 6%; with 50% employer match about $89,619 at 4% or $59,746 at 6%; with 100% employer match about $67,214 at 4% or $44,809 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-93$5,375,521$500,072$5,377iApproximate average salary by contribution assumption: employee only about $134,428 at 4% or $89,619 at 6%; with 50% employer match about $89,619 at 4% or $59,746 at 6%; with 100% employer match about $67,214 at 4% or $44,809 at 6%.
2010190$4,955,764$597,925$6,644iApproximate average salary by contribution assumption: employee only about $166,090 at 4% or $110,727 at 6%; with 50% employer match about $110,727 at 4% or $73,818 at 6%; with 100% employer match about $83,045 at 4% or $55,363 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-90$4,955,764$597,925$6,644iApproximate average salary by contribution assumption: employee only about $166,090 at 4% or $110,727 at 6%; with 50% employer match about $110,727 at 4% or $73,818 at 6%; with 100% employer match about $83,045 at 4% or $55,363 at 6%.
2009187$4,151,741$466,398$5,361iApproximate average salary by contribution assumption: employee only about $134,022 at 4% or $89,348 at 6%; with 50% employer match about $89,348 at 4% or $59,566 at 6%; with 100% employer match about $67,011 at 4% or $44,674 at 6%.
Capstone Health Services Foundation Retirement Annuity Plan-87$4,151,741$466,398$5,361iApproximate average salary by contribution assumption: employee only about $134,022 at 4% or $89,348 at 6%; with 50% employer match about $89,348 at 4% or $59,566 at 6%; with 100% employer match about $67,011 at 4% or $44,674 at 6%.
200810$0$0-
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200610$0$0-
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200510$0$0-
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200410$0$0-
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200310$0$0-
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200210$0$0-
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200110$0$0-
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200010$0$0-
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199910$0$0-
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