Civic Intelligence

Capstone Financial Services Inc.

Plan context: Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust

EIN 76-0228360 • Houston, TX • 18 filings • 4 plans

3700 W Sam Houston Pkwy SSuite 250Houston, TX 77042
Current Snapshot

Latest Year

2016

2016 Participants

68

2016 Assets

$7,102,564

2016 Contributions

$349,900

Historical Graphs

Total Assets Over Time

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

$7,102,564$3,551,282$0199920102015YearValue
$7,102,564Latest year 2015

Participants Over Time

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

68340199920072015YearValue
68Latest year 2015

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
201610$0$349,900-
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-0$0$349,900-
2015168$7,102,564$654,731$9,628iApproximate average salary by contribution assumption: employee only about $240,710 at 4% or $160,473 at 6%; with 50% employer match about $160,473 at 4% or $106,982 at 6%; with 100% employer match about $120,355 at 4% or $80,237 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-68$7,102,564$654,731$9,628iApproximate average salary by contribution assumption: employee only about $240,710 at 4% or $160,473 at 6%; with 50% employer match about $160,473 at 4% or $106,982 at 6%; with 100% employer match about $120,355 at 4% or $80,237 at 6%.
2014163$6,765,085$65,443$1,039iApproximate average salary by contribution assumption: employee only about $25,969 at 4% or $17,313 at 6%; with 50% employer match about $17,313 at 4% or $11,542 at 6%; with 100% employer match about $12,985 at 4% or $8,656 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-63$6,765,085$65,443$1,039iApproximate average salary by contribution assumption: employee only about $25,969 at 4% or $17,313 at 6%; with 50% employer match about $17,313 at 4% or $11,542 at 6%; with 100% employer match about $12,985 at 4% or $8,656 at 6%.
2013163$6,492,655$443,879$7,046iApproximate average salary by contribution assumption: employee only about $176,142 at 4% or $117,428 at 6%; with 50% employer match about $117,428 at 4% or $78,286 at 6%; with 100% employer match about $88,071 at 4% or $58,714 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-63$6,492,655$443,879$7,046iApproximate average salary by contribution assumption: employee only about $176,142 at 4% or $117,428 at 6%; with 50% employer match about $117,428 at 4% or $78,286 at 6%; with 100% employer match about $88,071 at 4% or $58,714 at 6%.
2012159$5,614,768$422,599$7,163iApproximate average salary by contribution assumption: employee only about $179,067 at 4% or $119,378 at 6%; with 50% employer match about $119,378 at 4% or $79,585 at 6%; with 100% employer match about $89,534 at 4% or $59,689 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-59$5,614,768$422,599$7,163iApproximate average salary by contribution assumption: employee only about $179,067 at 4% or $119,378 at 6%; with 50% employer match about $119,378 at 4% or $79,585 at 6%; with 100% employer match about $89,534 at 4% or $59,689 at 6%.
2011155$4,540,816$282,011$5,127iApproximate average salary by contribution assumption: employee only about $128,187 at 4% or $85,458 at 6%; with 50% employer match about $85,458 at 4% or $56,972 at 6%; with 100% employer match about $64,093 at 4% or $42,729 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-55$4,540,816$282,011$5,127iApproximate average salary by contribution assumption: employee only about $128,187 at 4% or $85,458 at 6%; with 50% employer match about $85,458 at 4% or $56,972 at 6%; with 100% employer match about $64,093 at 4% or $42,729 at 6%.
2010138$4,073,679$417,453$10,986iApproximate average salary by contribution assumption: employee only about $274,640 at 4% or $183,093 at 6%; with 50% employer match about $183,093 at 4% or $122,062 at 6%; with 100% employer match about $137,320 at 4% or $91,547 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-38$4,073,679$417,453$10,986iApproximate average salary by contribution assumption: employee only about $274,640 at 4% or $183,093 at 6%; with 50% employer match about $183,093 at 4% or $122,062 at 6%; with 100% employer match about $137,320 at 4% or $91,547 at 6%.
2009145$5,029,080$469,966$10,444iApproximate average salary by contribution assumption: employee only about $261,092 at 4% or $174,061 at 6%; with 50% employer match about $174,061 at 4% or $116,041 at 6%; with 100% employer match about $130,546 at 4% or $87,031 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-45$5,029,080$469,966$10,444iApproximate average salary by contribution assumption: employee only about $261,092 at 4% or $174,061 at 6%; with 50% employer match about $174,061 at 4% or $116,041 at 6%; with 100% employer match about $130,546 at 4% or $87,031 at 6%.
2008131$0$0-
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-31---
2007126$0$0-
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-26---
2006123$4,762,990$398,762$17,337iApproximate average salary by contribution assumption: employee only about $433,437 at 4% or $288,958 at 6%; with 50% employer match about $288,958 at 4% or $192,639 at 6%; with 100% employer match about $216,718 at 4% or $144,479 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-23$4,762,990$398,762$17,337iApproximate average salary by contribution assumption: employee only about $433,437 at 4% or $288,958 at 6%; with 50% employer match about $288,958 at 4% or $192,639 at 6%; with 100% employer match about $216,718 at 4% or $144,479 at 6%.
2005124$3,868,317$395,535$16,481iApproximate average salary by contribution assumption: employee only about $412,016 at 4% or $274,677 at 6%; with 50% employer match about $274,677 at 4% or $183,118 at 6%; with 100% employer match about $206,008 at 4% or $137,339 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-24$3,868,317$395,535$16,481iApproximate average salary by contribution assumption: employee only about $412,016 at 4% or $274,677 at 6%; with 50% employer match about $274,677 at 4% or $183,118 at 6%; with 100% employer match about $206,008 at 4% or $137,339 at 6%.
2004126$3,218,832$385,659$14,833iApproximate average salary by contribution assumption: employee only about $370,826 at 4% or $247,217 at 6%; with 50% employer match about $247,217 at 4% or $164,812 at 6%; with 100% employer match about $185,413 at 4% or $123,609 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-26$3,218,832$385,659$14,833iApproximate average salary by contribution assumption: employee only about $370,826 at 4% or $247,217 at 6%; with 50% employer match about $247,217 at 4% or $164,812 at 6%; with 100% employer match about $185,413 at 4% or $123,609 at 6%.
2003125$0$0-
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-25---
2002124$2,470,516$377,204$15,717iApproximate average salary by contribution assumption: employee only about $392,921 at 4% or $261,947 at 6%; with 50% employer match about $261,947 at 4% or $174,631 at 6%; with 100% employer match about $196,460 at 4% or $130,974 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-24$2,470,516$377,204$15,717iApproximate average salary by contribution assumption: employee only about $392,921 at 4% or $261,947 at 6%; with 50% employer match about $261,947 at 4% or $174,631 at 6%; with 100% employer match about $196,460 at 4% or $130,974 at 6%.
2001124$0$0-
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-24---
2000126$0$0-
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-26---
1999121$2,027,933$281,098$13,386iApproximate average salary by contribution assumption: employee only about $334,640 at 4% or $223,094 at 6%; with 50% employer match about $223,094 at 4% or $148,729 at 6%; with 100% employer match about $167,320 at 4% or $111,547 at 6%.
Capstone Financial Services Inc. 401K Profit Sharing Plan and Trust-21$2,027,933$281,098$13,386iApproximate average salary by contribution assumption: employee only about $334,640 at 4% or $223,094 at 6%; with 50% employer match about $223,094 at 4% or $148,729 at 6%; with 100% employer match about $167,320 at 4% or $111,547 at 6%.