Civic Intelligence

Capital Strategies Group LLC

Plan context: Capital Strategies Group LLC 401(K) Profit Sharing Plan

EIN 73-1680106 • Tempe, AZ • 10 filings • 2 plans

2151 E Baseline Rd Suite 101Tempe, AZ 85283
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$1,751,117

2025 Contributions

$82,000

Historical Graphs

Total Assets Over Time

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

$1,751,117$875,559$0201620212025YearValue
$1,751,117Latest year 2025

Participants Over Time

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

1160201620212025YearValue
11Latest 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
2025111$1,751,117$82,000$7,455iApproximate average salary by contribution assumption: employee only about $186,364 at 4% or $124,242 at 6%; with 50% employer match about $124,242 at 4% or $82,828 at 6%; with 100% employer match about $93,182 at 4% or $62,121 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-11$1,751,117$82,000$7,455iApproximate average salary by contribution assumption: employee only about $186,364 at 4% or $124,242 at 6%; with 50% employer match about $124,242 at 4% or $82,828 at 6%; with 100% employer match about $93,182 at 4% or $62,121 at 6%.
2024110$1,541,919$209,739$20,974iApproximate average salary by contribution assumption: employee only about $524,348 at 4% or $349,565 at 6%; with 50% employer match about $349,565 at 4% or $233,043 at 6%; with 100% employer match about $262,174 at 4% or $174,783 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-10$1,541,919$209,739$20,974iApproximate average salary by contribution assumption: employee only about $524,348 at 4% or $349,565 at 6%; with 50% employer match about $349,565 at 4% or $233,043 at 6%; with 100% employer match about $262,174 at 4% or $174,783 at 6%.
202316$1,193,637$122,527$20,421iApproximate average salary by contribution assumption: employee only about $510,529 at 4% or $340,353 at 6%; with 50% employer match about $340,353 at 4% or $226,902 at 6%; with 100% employer match about $255,265 at 4% or $170,176 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-6$1,193,637$122,527$20,421iApproximate average salary by contribution assumption: employee only about $510,529 at 4% or $340,353 at 6%; with 50% employer match about $340,353 at 4% or $226,902 at 6%; with 100% employer match about $255,265 at 4% or $170,176 at 6%.
202216$843,007$130,750$21,792iApproximate average salary by contribution assumption: employee only about $544,792 at 4% or $363,194 at 6%; with 50% employer match about $363,194 at 4% or $242,130 at 6%; with 100% employer match about $272,396 at 4% or $181,597 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-6$843,007$130,750$21,792iApproximate average salary by contribution assumption: employee only about $544,792 at 4% or $363,194 at 6%; with 50% employer match about $363,194 at 4% or $242,130 at 6%; with 100% employer match about $272,396 at 4% or $181,597 at 6%.
202115$908,327$138,236$27,647iApproximate average salary by contribution assumption: employee only about $691,180 at 4% or $460,787 at 6%; with 50% employer match about $460,787 at 4% or $307,191 at 6%; with 100% employer match about $345,590 at 4% or $230,393 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-5$908,327$138,236$27,647iApproximate average salary by contribution assumption: employee only about $691,180 at 4% or $460,787 at 6%; with 50% employer match about $460,787 at 4% or $307,191 at 6%; with 100% employer match about $345,590 at 4% or $230,393 at 6%.
202015$677,810$136,273$27,255iApproximate average salary by contribution assumption: employee only about $681,365 at 4% or $454,243 at 6%; with 50% employer match about $454,243 at 4% or $302,829 at 6%; with 100% employer match about $340,683 at 4% or $227,122 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-5$677,810$136,273$27,255iApproximate average salary by contribution assumption: employee only about $681,365 at 4% or $454,243 at 6%; with 50% employer match about $454,243 at 4% or $302,829 at 6%; with 100% employer match about $340,683 at 4% or $227,122 at 6%.
201915$506,741$123,348$24,670iApproximate average salary by contribution assumption: employee only about $616,740 at 4% or $411,160 at 6%; with 50% employer match about $411,160 at 4% or $274,107 at 6%; with 100% employer match about $308,370 at 4% or $205,580 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-5$506,741$123,348$24,670iApproximate average salary by contribution assumption: employee only about $616,740 at 4% or $411,160 at 6%; with 50% employer match about $411,160 at 4% or $274,107 at 6%; with 100% employer match about $308,370 at 4% or $205,580 at 6%.
201814$295,944$124,733$31,183iApproximate average salary by contribution assumption: employee only about $779,581 at 4% or $519,721 at 6%; with 50% employer match about $519,721 at 4% or $346,481 at 6%; with 100% employer match about $389,791 at 4% or $259,860 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-4$295,944$124,733$31,183iApproximate average salary by contribution assumption: employee only about $779,581 at 4% or $519,721 at 6%; with 50% employer match about $519,721 at 4% or $346,481 at 6%; with 100% employer match about $389,791 at 4% or $259,860 at 6%.
201714$182,418$119,522$29,881iApproximate average salary by contribution assumption: employee only about $747,013 at 4% or $498,008 at 6%; with 50% employer match about $498,008 at 4% or $332,006 at 6%; with 100% employer match about $373,506 at 4% or $249,004 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-4$182,418$119,522$29,881iApproximate average salary by contribution assumption: employee only about $747,013 at 4% or $498,008 at 6%; with 50% employer match about $498,008 at 4% or $332,006 at 6%; with 100% employer match about $373,506 at 4% or $249,004 at 6%.
201614$55,132$54,827$13,707iApproximate average salary by contribution assumption: employee only about $342,669 at 4% or $228,446 at 6%; with 50% employer match about $228,446 at 4% or $152,297 at 6%; with 100% employer match about $171,334 at 4% or $114,223 at 6%.
Capital Strategies Group LLC 401(K) Profit Sharing Plan-4$55,132$54,827$13,707iApproximate average salary by contribution assumption: employee only about $342,669 at 4% or $228,446 at 6%; with 50% employer match about $228,446 at 4% or $152,297 at 6%; with 100% employer match about $171,334 at 4% or $114,223 at 6%.