Civic Intelligence

Capax Management & Insurance Servic

Plan context: Capax Employee Stock Ownership Plan

EIN 68-0118435 • Modesto, CA • 46 filings • 6 plans

P.O. Box 3231Modesto, CA 95353
Current Snapshot

Latest Year

2021

2021 Participants

44

2021 Assets

$5,667,821

2021 Contributions

$195,000

Historical Graphs

Total Assets Over Time

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

$8,223,433$4,111,717$0199920112020YearValue
$5,667,821Latest year 2020

Participants Over Time

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

129650199920092019YearValue
44Latest year 2019

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
202110$0$0-
Capax Employee Stock Ownership Plan-0---
202020$5,667,821$195,000-
Capax Employee Stock Ownership Plan-0$5,667,821$195,000-
Capax Management & Insurance Services Profit Sharing 401K Plan-0$0--
2019244$6,021,288$297,591$6,763iApproximate average salary by contribution assumption: employee only about $169,086 at 4% or $112,724 at 6%; with 50% employer match about $112,724 at 4% or $75,149 at 6%; with 100% employer match about $84,543 at 4% or $56,362 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-44$3,414,410$272,974$6,204iApproximate average salary by contribution assumption: employee only about $155,099 at 4% or $103,399 at 6%; with 50% employer match about $103,399 at 4% or $68,933 at 6%; with 100% employer match about $77,549 at 4% or $51,700 at 6%.
Capax Employee Stock Ownership Plan-30$2,606,878$24,617$821iApproximate average salary by contribution assumption: employee only about $20,514 at 4% or $13,676 at 6%; with 50% employer match about $13,676 at 4% or $9,117 at 6%; with 100% employer match about $10,257 at 4% or $6,838 at 6%.
2018249$6,438,206$278,448$5,683iApproximate average salary by contribution assumption: employee only about $142,065 at 4% or $94,710 at 6%; with 50% employer match about $94,710 at 4% or $63,140 at 6%; with 100% employer match about $71,033 at 4% or $47,355 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-49$3,474,926$228,448$4,662iApproximate average salary by contribution assumption: employee only about $116,555 at 4% or $77,703 at 6%; with 50% employer match about $77,703 at 4% or $51,802 at 6%; with 100% employer match about $58,278 at 4% or $38,852 at 6%.
Capax Employee Stock Ownership Plan-27$2,963,280$50,000$1,852iApproximate average salary by contribution assumption: employee only about $46,296 at 4% or $30,864 at 6%; with 50% employer match about $30,864 at 4% or $20,576 at 6%; with 100% employer match about $23,148 at 4% or $15,432 at 6%.
2017252$8,223,433$386,269$7,428iApproximate average salary by contribution assumption: employee only about $185,706 at 4% or $123,804 at 6%; with 50% employer match about $123,804 at 4% or $82,536 at 6%; with 100% employer match about $92,853 at 4% or $61,902 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-52$5,075,540$327,548$6,299iApproximate average salary by contribution assumption: employee only about $157,475 at 4% or $104,983 at 6%; with 50% employer match about $104,983 at 4% or $69,989 at 6%; with 100% employer match about $78,738 at 4% or $52,492 at 6%.
Capax Employee Stock Ownership Plan-30$3,147,893$58,721$1,957iApproximate average salary by contribution assumption: employee only about $48,934 at 4% or $32,623 at 6%; with 50% employer match about $32,623 at 4% or $21,749 at 6%; with 100% employer match about $24,467 at 4% or $16,311 at 6%.
2016258$7,374,012$490,083$8,450iApproximate average salary by contribution assumption: employee only about $211,243 at 4% or $140,828 at 6%; with 50% employer match about $140,828 at 4% or $93,886 at 6%; with 100% employer match about $105,621 at 4% or $70,414 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-58$4,395,241$353,804$6,100iApproximate average salary by contribution assumption: employee only about $152,502 at 4% or $101,668 at 6%; with 50% employer match about $101,668 at 4% or $67,779 at 6%; with 100% employer match about $76,251 at 4% or $50,834 at 6%.
Capax Employee Stock Ownership Plan-31$2,978,771$136,279$4,396iApproximate average salary by contribution assumption: employee only about $109,902 at 4% or $73,268 at 6%; with 50% employer match about $73,268 at 4% or $48,846 at 6%; with 100% employer match about $54,951 at 4% or $36,634 at 6%.
2015261$6,723,486$622,531$10,205iApproximate average salary by contribution assumption: employee only about $255,136 at 4% or $170,090 at 6%; with 50% employer match about $170,090 at 4% or $113,394 at 6%; with 100% employer match about $127,568 at 4% or $85,045 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-61$3,910,899$405,991$6,656iApproximate average salary by contribution assumption: employee only about $166,390 at 4% or $110,927 at 6%; with 50% employer match about $110,927 at 4% or $73,951 at 6%; with 100% employer match about $83,195 at 4% or $55,463 at 6%.
Capax Employee Stock Ownership Plan-30$2,812,587$216,540$7,218iApproximate average salary by contribution assumption: employee only about $180,450 at 4% or $120,300 at 6%; with 50% employer match about $120,300 at 4% or $80,200 at 6%; with 100% employer match about $90,225 at 4% or $60,150 at 6%.
2014260$6,271,368$560,598$9,343iApproximate average salary by contribution assumption: employee only about $233,582 at 4% or $155,722 at 6%; with 50% employer match about $155,722 at 4% or $103,814 at 6%; with 100% employer match about $116,791 at 4% or $77,861 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-60$3,654,527$333,930$5,566iApproximate average salary by contribution assumption: employee only about $139,138 at 4% or $92,758 at 6%; with 50% employer match about $92,758 at 4% or $61,839 at 6%; with 100% employer match about $69,569 at 4% or $46,379 at 6%.
Capax Employee Stock Ownership Plan-28$2,616,841$226,668$8,095iApproximate average salary by contribution assumption: employee only about $202,382 at 4% or $134,921 at 6%; with 50% employer match about $134,921 at 4% or $89,948 at 6%; with 100% employer match about $101,191 at 4% or $67,461 at 6%.
2013263$5,925,344$407,537$6,469iApproximate average salary by contribution assumption: employee only about $161,721 at 4% or $107,814 at 6%; with 50% employer match about $107,814 at 4% or $71,876 at 6%; with 100% employer match about $80,861 at 4% or $53,907 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-63$3,402,435$195,956$3,110iApproximate average salary by contribution assumption: employee only about $77,760 at 4% or $51,840 at 6%; with 50% employer match about $51,840 at 4% or $34,560 at 6%; with 100% employer match about $38,880 at 4% or $25,920 at 6%.
Capax Employee Stock Ownership Plan-28$2,522,909$211,581$7,556iApproximate average salary by contribution assumption: employee only about $188,912 at 4% or $125,941 at 6%; with 50% employer match about $125,941 at 4% or $83,961 at 6%; with 100% employer match about $94,456 at 4% or $62,971 at 6%.
2012250$5,094,469$393,826$7,877iApproximate average salary by contribution assumption: employee only about $196,913 at 4% or $131,275 at 6%; with 50% employer match about $131,275 at 4% or $87,517 at 6%; with 100% employer match about $98,457 at 4% or $65,638 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-50$2,794,648$142,312$2,846iApproximate average salary by contribution assumption: employee only about $71,156 at 4% or $47,437 at 6%; with 50% employer match about $47,437 at 4% or $31,625 at 6%; with 100% employer match about $35,578 at 4% or $23,719 at 6%.
Capax Employee Stock Ownership Plan-30$2,299,821$251,514$8,384iApproximate average salary by contribution assumption: employee only about $209,595 at 4% or $139,730 at 6%; with 50% employer match about $139,730 at 4% or $93,153 at 6%; with 100% employer match about $104,797 at 4% or $69,865 at 6%.
2011274$4,817,177$363,834$4,917iApproximate average salary by contribution assumption: employee only about $122,917 at 4% or $81,945 at 6%; with 50% employer match about $81,945 at 4% or $54,630 at 6%; with 100% employer match about $61,458 at 4% or $40,972 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-74$2,738,407$131,295$1,774iApproximate average salary by contribution assumption: employee only about $44,356 at 4% or $29,571 at 6%; with 50% employer match about $29,571 at 4% or $19,714 at 6%; with 100% employer match about $22,178 at 4% or $14,785 at 6%.
Capax Employee Stock Ownership Plan-29$2,078,770$232,539$8,019iApproximate average salary by contribution assumption: employee only about $200,465 at 4% or $133,643 at 6%; with 50% employer match about $133,643 at 4% or $89,095 at 6%; with 100% employer match about $100,232 at 4% or $66,822 at 6%.
2010286$4,945,882$369,978$4,302iApproximate average salary by contribution assumption: employee only about $107,552 at 4% or $71,701 at 6%; with 50% employer match about $71,701 at 4% or $47,801 at 6%; with 100% employer match about $53,776 at 4% or $35,851 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-86$2,907,404$177,623$2,065iApproximate average salary by contribution assumption: employee only about $51,635 at 4% or $34,423 at 6%; with 50% employer match about $34,423 at 4% or $22,949 at 6%; with 100% employer match about $25,817 at 4% or $17,212 at 6%.
Capax Employee Stock Ownership Plan-30$2,038,478$192,355$6,412iApproximate average salary by contribution assumption: employee only about $160,296 at 4% or $106,864 at 6%; with 50% employer match about $106,864 at 4% or $71,243 at 6%; with 100% employer match about $80,148 at 4% or $53,432 at 6%.
2009250$4,355,112$330,770$6,615iApproximate average salary by contribution assumption: employee only about $165,385 at 4% or $110,257 at 6%; with 50% employer match about $110,257 at 4% or $73,504 at 6%; with 100% employer match about $82,693 at 4% or $55,128 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-50$2,473,062$124,977$2,500iApproximate average salary by contribution assumption: employee only about $62,489 at 4% or $41,659 at 6%; with 50% employer match about $41,659 at 4% or $27,773 at 6%; with 100% employer match about $31,244 at 4% or $20,830 at 6%.
Capax Employee Stock Ownership Plan-34$1,882,050$205,793$6,053iApproximate average salary by contribution assumption: employee only about $151,318 at 4% or $100,879 at 6%; with 50% employer match about $100,879 at 4% or $67,253 at 6%; with 100% employer match about $75,659 at 4% or $50,439 at 6%.
2008243$1,983,269$192,595$4,479iApproximate average salary by contribution assumption: employee only about $111,974 at 4% or $74,649 at 6%; with 50% employer match about $74,649 at 4% or $49,766 at 6%; with 100% employer match about $55,987 at 4% or $37,325 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-43$1,983,269$192,595$4,479iApproximate average salary by contribution assumption: employee only about $111,974 at 4% or $74,649 at 6%; with 50% employer match about $74,649 at 4% or $49,766 at 6%; with 100% employer match about $55,987 at 4% or $37,325 at 6%.
Capax Employee Stock Ownership Plan-32---
2007249$0$0-
Capax Management & Insurance Services Profit Sharing 401K Plan-49---
Capax Employee Stock Ownership Plan-34---
2006247$3,784,856$290,470$6,180iApproximate average salary by contribution assumption: employee only about $154,505 at 4% or $103,004 at 6%; with 50% employer match about $103,004 at 4% or $68,669 at 6%; with 100% employer match about $77,253 at 4% or $51,502 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-47$2,394,218$191,570$4,076iApproximate average salary by contribution assumption: employee only about $101,899 at 4% or $67,933 at 6%; with 50% employer match about $67,933 at 4% or $45,288 at 6%; with 100% employer match about $50,949 at 4% or $33,966 at 6%.
Capax Employee Stock Ownership Plan-35$1,390,638$98,900$2,826iApproximate average salary by contribution assumption: employee only about $70,643 at 4% or $47,095 at 6%; with 50% employer match about $47,095 at 4% or $31,397 at 6%; with 100% employer match about $35,321 at 4% or $23,548 at 6%.
2005244$3,137,325$373,605$8,491iApproximate average salary by contribution assumption: employee only about $212,276 at 4% or $141,517 at 6%; with 50% employer match about $141,517 at 4% or $94,345 at 6%; with 100% employer match about $106,138 at 4% or $70,759 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-44$2,052,714$323,605$7,355iApproximate average salary by contribution assumption: employee only about $183,866 at 4% or $122,578 at 6%; with 50% employer match about $122,578 at 4% or $81,718 at 6%; with 100% employer match about $91,933 at 4% or $61,289 at 6%.
Capax Employee Stock Ownership Plan-33$1,084,611$50,000$1,515iApproximate average salary by contribution assumption: employee only about $37,879 at 4% or $25,253 at 6%; with 50% employer match about $25,253 at 4% or $16,835 at 6%; with 100% employer match about $18,939 at 4% or $12,626 at 6%.
2004244$2,703,411$266,417$6,055iApproximate average salary by contribution assumption: employee only about $151,373 at 4% or $100,916 at 6%; with 50% employer match about $100,916 at 4% or $67,277 at 6%; with 100% employer match about $75,687 at 4% or $50,458 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-44$1,711,388$173,569$3,945iApproximate average salary by contribution assumption: employee only about $98,619 at 4% or $65,746 at 6%; with 50% employer match about $65,746 at 4% or $43,831 at 6%; with 100% employer match about $49,309 at 4% or $32,873 at 6%.
Capax Employee Stock Ownership Plan-35$992,023$92,848$2,653iApproximate average salary by contribution assumption: employee only about $66,320 at 4% or $44,213 at 6%; with 50% employer match about $44,213 at 4% or $29,476 at 6%; with 100% employer match about $33,160 at 4% or $22,107 at 6%.
2003236$2,768,594$307,100$8,531iApproximate average salary by contribution assumption: employee only about $213,264 at 4% or $142,176 at 6%; with 50% employer match about $142,176 at 4% or $94,784 at 6%; with 100% employer match about $106,632 at 4% or $71,088 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-36$1,906,103$226,396$6,289iApproximate average salary by contribution assumption: employee only about $157,219 at 4% or $104,813 at 6%; with 50% employer match about $104,813 at 4% or $69,875 at 6%; with 100% employer match about $78,610 at 4% or $52,406 at 6%.
Capax Employee Stock Ownership Plan-30$862,491$80,704$2,690iApproximate average salary by contribution assumption: employee only about $67,253 at 4% or $44,836 at 6%; with 50% employer match about $44,836 at 4% or $29,890 at 6%; with 100% employer match about $33,627 at 4% or $22,418 at 6%.
2002262$2,514,251$223,796$3,610iApproximate average salary by contribution assumption: employee only about $90,240 at 4% or $60,160 at 6%; with 50% employer match about $60,160 at 4% or $40,107 at 6%; with 100% employer match about $45,120 at 4% or $30,080 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-62$1,780,372$221,296$3,569iApproximate average salary by contribution assumption: employee only about $89,232 at 4% or $59,488 at 6%; with 50% employer match about $59,488 at 4% or $39,659 at 6%; with 100% employer match about $44,616 at 4% or $29,744 at 6%.
Capax Employee Stock Ownership Plan-30$733,879$2,500$83iApproximate average salary by contribution assumption: employee only about $2,083 at 4% or $1,389 at 6%; with 50% employer match about $1,389 at 4% or $926 at 6%; with 100% employer match about $1,042 at 4% or $694 at 6%.
2001367$708,130$137,616$2,054iApproximate average salary by contribution assumption: employee only about $51,349 at 4% or $34,233 at 6%; with 50% employer match about $34,233 at 4% or $22,822 at 6%; with 100% employer match about $25,675 at 4% or $17,116 at 6%.
Capax Employee Stock Ownership Plan-40$708,130$137,616$3,440iApproximate average salary by contribution assumption: employee only about $86,010 at 4% or $57,340 at 6%; with 50% employer match about $57,340 at 4% or $38,227 at 6%; with 100% employer match about $43,005 at 4% or $28,670 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-67---
CAPAX MANAGEMENT & INSURANCE SERVICES FLEXIBLE BENEFIT PLAN-0---
2000269$0$0-
Capax Employee Stock Ownership Plan-40---
Capax Management & Insurance Services Profit Sharing 401K Plan-69---
19992129$3,316,123$64,589$501iApproximate average salary by contribution assumption: employee only about $12,517 at 4% or $8,345 at 6%; with 50% employer match about $8,345 at 4% or $5,563 at 6%; with 100% employer match about $6,259 at 4% or $4,172 at 6%.
Capax Management & Insurance Services Profit Sharing 401K Plan-129$2,714,786--
Capax Employee Stock Ownership Plan-43$601,337$64,589$1,502iApproximate average salary by contribution assumption: employee only about $37,552 at 4% or $25,034 at 6%; with 50% employer match about $25,034 at 4% or $16,690 at 6%; with 100% employer match about $18,776 at 4% or $12,517 at 6%.