Civic Intelligence

Capital Advisors Inc

Plan context: Capital Advisors Inc 401K Plan Employee Stock Ownership Plan

EIN 73-1044294 • Tulsa, OK • 27 filings • 10 plans

2200 S Utica Pl Ste 150Tulsa, OK 74114-7015
Current Snapshot

Latest Year

2024

2024 Participants

61

2024 Assets

$22,027,037

2024 Contributions

$1,504,671

Historical Graphs

Total Assets Over Time

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

$22,027,037$11,013,519$0199920132024YearValue
$22,027,037Latest year 2024

Participants Over Time

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

61310199920122024YearValue
61Latest 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
2024161$22,027,037$1,504,671$24,667iApproximate average salary by contribution assumption: employee only about $616,668 at 4% or $411,112 at 6%; with 50% employer match about $411,112 at 4% or $274,075 at 6%; with 100% employer match about $308,334 at 4% or $205,556 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-61$22,027,037$1,504,671$24,667iApproximate average salary by contribution assumption: employee only about $616,668 at 4% or $411,112 at 6%; with 50% employer match about $411,112 at 4% or $274,075 at 6%; with 100% employer match about $308,334 at 4% or $205,556 at 6%.
2023160$20,683,208$1,291,518$21,525iApproximate average salary by contribution assumption: employee only about $538,133 at 4% or $358,755 at 6%; with 50% employer match about $358,755 at 4% or $239,170 at 6%; with 100% employer match about $269,066 at 4% or $179,378 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-60$20,683,208$1,291,518$21,525iApproximate average salary by contribution assumption: employee only about $538,133 at 4% or $358,755 at 6%; with 50% employer match about $358,755 at 4% or $239,170 at 6%; with 100% employer match about $269,066 at 4% or $179,378 at 6%.
2022158$15,230,782$1,152,716$19,874iApproximate average salary by contribution assumption: employee only about $496,860 at 4% or $331,240 at 6%; with 50% employer match about $331,240 at 4% or $220,827 at 6%; with 100% employer match about $248,430 at 4% or $165,620 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-58$15,230,782$1,152,716$19,874iApproximate average salary by contribution assumption: employee only about $496,860 at 4% or $331,240 at 6%; with 50% employer match about $331,240 at 4% or $220,827 at 6%; with 100% employer match about $248,430 at 4% or $165,620 at 6%.
2021152$15,186,353$1,116,881$21,478iApproximate average salary by contribution assumption: employee only about $536,962 at 4% or $357,975 at 6%; with 50% employer match about $357,975 at 4% or $238,650 at 6%; with 100% employer match about $268,481 at 4% or $178,987 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-52$15,186,353$1,116,881$21,478iApproximate average salary by contribution assumption: employee only about $536,962 at 4% or $357,975 at 6%; with 50% employer match about $357,975 at 4% or $238,650 at 6%; with 100% employer match about $268,481 at 4% or $178,987 at 6%.
2020140$10,617,714$753,808$18,845iApproximate average salary by contribution assumption: employee only about $471,130 at 4% or $314,087 at 6%; with 50% employer match about $314,087 at 4% or $209,391 at 6%; with 100% employer match about $235,565 at 4% or $157,043 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-40$10,617,714$753,808$18,845iApproximate average salary by contribution assumption: employee only about $471,130 at 4% or $314,087 at 6%; with 50% employer match about $314,087 at 4% or $209,391 at 6%; with 100% employer match about $235,565 at 4% or $157,043 at 6%.
2019133$8,578,511$1,159,076$35,124iApproximate average salary by contribution assumption: employee only about $878,088 at 4% or $585,392 at 6%; with 50% employer match about $585,392 at 4% or $390,261 at 6%; with 100% employer match about $439,044 at 4% or $292,696 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-33$8,578,511$1,159,076$35,124iApproximate average salary by contribution assumption: employee only about $878,088 at 4% or $585,392 at 6%; with 50% employer match about $585,392 at 4% or $390,261 at 6%; with 100% employer match about $439,044 at 4% or $292,696 at 6%.
2018131$5,702,212$565,263$18,234iApproximate average salary by contribution assumption: employee only about $455,857 at 4% or $303,905 at 6%; with 50% employer match about $303,905 at 4% or $202,603 at 6%; with 100% employer match about $227,929 at 4% or $151,952 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-31$5,702,212$565,263$18,234iApproximate average salary by contribution assumption: employee only about $455,857 at 4% or $303,905 at 6%; with 50% employer match about $303,905 at 4% or $202,603 at 6%; with 100% employer match about $227,929 at 4% or $151,952 at 6%.
2017125$5,105,451$560,665$22,427iApproximate average salary by contribution assumption: employee only about $560,665 at 4% or $373,777 at 6%; with 50% employer match about $373,777 at 4% or $249,184 at 6%; with 100% employer match about $280,333 at 4% or $186,888 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-25$5,105,451$560,665$22,427iApproximate average salary by contribution assumption: employee only about $560,665 at 4% or $373,777 at 6%; with 50% employer match about $373,777 at 4% or $249,184 at 6%; with 100% employer match about $280,333 at 4% or $186,888 at 6%.
2016227$3,804,798$474,333$17,568iApproximate average salary by contribution assumption: employee only about $439,197 at 4% or $292,798 at 6%; with 50% employer match about $292,798 at 4% or $195,199 at 6%; with 100% employer match about $219,599 at 4% or $146,399 at 6%.
Capital Advisors Inc 401K Plan Employee Stock Ownership Plan-27$3,804,798$474,333$17,568iApproximate average salary by contribution assumption: employee only about $439,197 at 4% or $292,798 at 6%; with 50% employer match about $292,798 at 4% or $195,199 at 6%; with 100% employer match about $219,599 at 4% or $146,399 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-0---
2015122$3,034,687$361,535$16,433iApproximate average salary by contribution assumption: employee only about $410,835 at 4% or $273,890 at 6%; with 50% employer match about $273,890 at 4% or $182,593 at 6%; with 100% employer match about $205,418 at 4% or $136,945 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-22$3,034,687$361,535$16,433iApproximate average salary by contribution assumption: employee only about $410,835 at 4% or $273,890 at 6%; with 50% employer match about $273,890 at 4% or $182,593 at 6%; with 100% employer match about $205,418 at 4% or $136,945 at 6%.
2014120$2,558,561$230,664$11,533iApproximate average salary by contribution assumption: employee only about $288,330 at 4% or $192,220 at 6%; with 50% employer match about $192,220 at 4% or $128,147 at 6%; with 100% employer match about $144,165 at 4% or $96,110 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-20$2,558,561$230,664$11,533iApproximate average salary by contribution assumption: employee only about $288,330 at 4% or $192,220 at 6%; with 50% employer match about $192,220 at 4% or $128,147 at 6%; with 100% employer match about $144,165 at 4% or $96,110 at 6%.
2013114$2,019,468$310,054$22,147iApproximate average salary by contribution assumption: employee only about $553,668 at 4% or $369,112 at 6%; with 50% employer match about $369,112 at 4% or $246,075 at 6%; with 100% employer match about $276,834 at 4% or $184,556 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-14$2,019,468$310,054$22,147iApproximate average salary by contribution assumption: employee only about $553,668 at 4% or $369,112 at 6%; with 50% employer match about $369,112 at 4% or $246,075 at 6%; with 100% employer match about $276,834 at 4% or $184,556 at 6%.
2012114$1,299,805$138,619$9,901iApproximate average salary by contribution assumption: employee only about $247,534 at 4% or $165,023 at 6%; with 50% employer match about $165,023 at 4% or $110,015 at 6%; with 100% employer match about $123,767 at 4% or $82,511 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-14$1,299,805$138,619$9,901iApproximate average salary by contribution assumption: employee only about $247,534 at 4% or $165,023 at 6%; with 50% employer match about $165,023 at 4% or $110,015 at 6%; with 100% employer match about $123,767 at 4% or $82,511 at 6%.
2011110$953,055$104,929$10,493iApproximate average salary by contribution assumption: employee only about $262,323 at 4% or $174,882 at 6%; with 50% employer match about $174,882 at 4% or $116,588 at 6%; with 100% employer match about $131,161 at 4% or $87,441 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-10$953,055$104,929$10,493iApproximate average salary by contribution assumption: employee only about $262,323 at 4% or $174,882 at 6%; with 50% employer match about $174,882 at 4% or $116,588 at 6%; with 100% employer match about $131,161 at 4% or $87,441 at 6%.
2010110$837,299$75,520$7,552iApproximate average salary by contribution assumption: employee only about $188,800 at 4% or $125,867 at 6%; with 50% employer match about $125,867 at 4% or $83,911 at 6%; with 100% employer match about $94,400 at 4% or $62,933 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-10$837,299$75,520$7,552iApproximate average salary by contribution assumption: employee only about $188,800 at 4% or $125,867 at 6%; with 50% employer match about $125,867 at 4% or $83,911 at 6%; with 100% employer match about $94,400 at 4% or $62,933 at 6%.
2009110$730,854$84,183$8,418iApproximate average salary by contribution assumption: employee only about $210,457 at 4% or $140,305 at 6%; with 50% employer match about $140,305 at 4% or $93,537 at 6%; with 100% employer match about $105,229 at 4% or $70,153 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-10$730,854$84,183$8,418iApproximate average salary by contribution assumption: employee only about $210,457 at 4% or $140,305 at 6%; with 50% employer match about $140,305 at 4% or $93,537 at 6%; with 100% employer match about $105,229 at 4% or $70,153 at 6%.
200819$706,986$64,693$7,188iApproximate average salary by contribution assumption: employee only about $179,703 at 4% or $119,802 at 6%; with 50% employer match about $119,802 at 4% or $79,868 at 6%; with 100% employer match about $89,851 at 4% or $59,901 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-9$706,986$64,693$7,188iApproximate average salary by contribution assumption: employee only about $179,703 at 4% or $119,802 at 6%; with 50% employer match about $119,802 at 4% or $79,868 at 6%; with 100% employer match about $89,851 at 4% or $59,901 at 6%.
2007113$0$0-
Capital Advisors Inc 401K and Profit Sharing Plan-13---
2006116$645,297$116,318$7,270iApproximate average salary by contribution assumption: employee only about $181,747 at 4% or $121,165 at 6%; with 50% employer match about $121,165 at 4% or $80,776 at 6%; with 100% employer match about $90,873 at 4% or $60,582 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-16$645,297$116,318$7,270iApproximate average salary by contribution assumption: employee only about $181,747 at 4% or $121,165 at 6%; with 50% employer match about $121,165 at 4% or $80,776 at 6%; with 100% employer match about $90,873 at 4% or $60,582 at 6%.
2005116$638,689$80,607$5,038iApproximate average salary by contribution assumption: employee only about $125,948 at 4% or $83,966 at 6%; with 50% employer match about $83,966 at 4% or $55,977 at 6%; with 100% employer match about $62,974 at 4% or $41,983 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-16$638,689$80,607$5,038iApproximate average salary by contribution assumption: employee only about $125,948 at 4% or $83,966 at 6%; with 50% employer match about $83,966 at 4% or $55,977 at 6%; with 100% employer match about $62,974 at 4% or $41,983 at 6%.
2004115$459,623$39,845$2,656iApproximate average salary by contribution assumption: employee only about $66,408 at 4% or $44,272 at 6%; with 50% employer match about $44,272 at 4% or $29,515 at 6%; with 100% employer match about $33,204 at 4% or $22,136 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-15$459,623$39,845$2,656iApproximate average salary by contribution assumption: employee only about $66,408 at 4% or $44,272 at 6%; with 50% employer match about $44,272 at 4% or $29,515 at 6%; with 100% employer match about $33,204 at 4% or $22,136 at 6%.
2003114$399,653$52,191$3,728iApproximate average salary by contribution assumption: employee only about $93,198 at 4% or $62,132 at 6%; with 50% employer match about $62,132 at 4% or $41,421 at 6%; with 100% employer match about $46,599 at 4% or $31,066 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-14$399,653$52,191$3,728iApproximate average salary by contribution assumption: employee only about $93,198 at 4% or $62,132 at 6%; with 50% employer match about $62,132 at 4% or $41,421 at 6%; with 100% employer match about $46,599 at 4% or $31,066 at 6%.
200211$253,061$57,472$57,472iApproximate average salary by contribution assumption: employee only about $1,436,800 at 4% or $957,867 at 6%; with 50% employer match about $957,867 at 4% or $638,578 at 6%; with 100% employer match about $718,400 at 4% or $478,933 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-1$253,061$57,472$57,472iApproximate average salary by contribution assumption: employee only about $1,436,800 at 4% or $957,867 at 6%; with 50% employer match about $957,867 at 4% or $638,578 at 6%; with 100% employer match about $718,400 at 4% or $478,933 at 6%.
2001113$0$0-
Capital Advisors Inc 401K and Profit Sharing Plan-13---
2000113$318,554$58,311$4,485iApproximate average salary by contribution assumption: employee only about $112,137 at 4% or $74,758 at 6%; with 50% employer match about $74,758 at 4% or $49,838 at 6%; with 100% employer match about $56,068 at 4% or $37,379 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-13$318,554$58,311$4,485iApproximate average salary by contribution assumption: employee only about $112,137 at 4% or $74,758 at 6%; with 50% employer match about $74,758 at 4% or $49,838 at 6%; with 100% employer match about $56,068 at 4% or $37,379 at 6%.
1999112$325,749$47,871$3,989iApproximate average salary by contribution assumption: employee only about $99,731 at 4% or $66,488 at 6%; with 50% employer match about $66,488 at 4% or $44,325 at 6%; with 100% employer match about $49,866 at 4% or $33,244 at 6%.
Capital Advisors Inc 401K and Profit Sharing Plan-12$325,749$47,871$3,989iApproximate average salary by contribution assumption: employee only about $99,731 at 4% or $66,488 at 6%; with 50% employer match about $66,488 at 4% or $44,325 at 6%; with 100% employer match about $49,866 at 4% or $33,244 at 6%.