Civic Intelligence

PAUL CAPITAL ADVISORS, INC.

Plan context: Paul Capital Partners Savings & Investment Plan

EIN 77-0500592 • San Francisco, CA • 12 filings • 4 plans

50 California StreetSuite # 3000San Francisco, CA 94111
Current Snapshot

Latest Year

2010

2010 Participants

69

2010 Assets

$7,747,551

2010 Contributions

$1,340,512

Historical Graphs

Total Assets Over Time

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

$7,747,551$3,873,776$0199920052010YearValue
$7,747,551Latest year 2010

Participants Over Time

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

75380199920052010YearValue
69Latest year 2010

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
2010169$7,747,551$1,340,512$19,428iApproximate average salary by contribution assumption: employee only about $485,693 at 4% or $323,795 at 6%; with 50% employer match about $323,795 at 4% or $215,863 at 6%; with 100% employer match about $242,846 at 4% or $161,898 at 6%.
Paul Capital Partners Savings & Investment Plan-69$7,747,551$1,340,512$19,428iApproximate average salary by contribution assumption: employee only about $485,693 at 4% or $323,795 at 6%; with 50% employer match about $323,795 at 4% or $215,863 at 6%; with 100% employer match about $242,846 at 4% or $161,898 at 6%.
2009174$6,290,656$1,195,595$16,157iApproximate average salary by contribution assumption: employee only about $403,917 at 4% or $269,278 at 6%; with 50% employer match about $269,278 at 4% or $179,519 at 6%; with 100% employer match about $201,959 at 4% or $134,639 at 6%.
Paul Capital Partners Savings & Investment Plan-74$6,290,656$1,195,595$16,157iApproximate average salary by contribution assumption: employee only about $403,917 at 4% or $269,278 at 6%; with 50% employer match about $269,278 at 4% or $179,519 at 6%; with 100% employer match about $201,959 at 4% or $134,639 at 6%.
2008175$4,124,227$1,162,927$15,506iApproximate average salary by contribution assumption: employee only about $387,642 at 4% or $258,428 at 6%; with 50% employer match about $258,428 at 4% or $172,285 at 6%; with 100% employer match about $193,821 at 4% or $129,214 at 6%.
Paul Capital Partners Savings & Investment Plan-75$4,124,227$1,162,927$15,506iApproximate average salary by contribution assumption: employee only about $387,642 at 4% or $258,428 at 6%; with 50% employer match about $258,428 at 4% or $172,285 at 6%; with 100% employer match about $193,821 at 4% or $129,214 at 6%.
2007175$4,987,809$1,043,874$13,918iApproximate average salary by contribution assumption: employee only about $347,958 at 4% or $231,972 at 6%; with 50% employer match about $231,972 at 4% or $154,648 at 6%; with 100% employer match about $173,979 at 4% or $115,986 at 6%.
Paul Capital Partners Savings & Investment Plan-75$4,987,809$1,043,874$13,918iApproximate average salary by contribution assumption: employee only about $347,958 at 4% or $231,972 at 6%; with 50% employer match about $231,972 at 4% or $154,648 at 6%; with 100% employer match about $173,979 at 4% or $115,986 at 6%.
2006159$4,346,037$881,679$14,944iApproximate average salary by contribution assumption: employee only about $373,593 at 4% or $249,062 at 6%; with 50% employer match about $249,062 at 4% or $166,041 at 6%; with 100% employer match about $186,796 at 4% or $124,531 at 6%.
Paul Capital Partners Savings & Investment Plan-59$4,346,037$881,679$14,944iApproximate average salary by contribution assumption: employee only about $373,593 at 4% or $249,062 at 6%; with 50% employer match about $249,062 at 4% or $166,041 at 6%; with 100% employer match about $186,796 at 4% or $124,531 at 6%.
2005156$3,479,125$704,243$12,576iApproximate average salary by contribution assumption: employee only about $314,394 at 4% or $209,596 at 6%; with 50% employer match about $209,596 at 4% or $139,731 at 6%; with 100% employer match about $157,197 at 4% or $104,798 at 6%.
Paul Capital Partners Savings & Investment Plan-56$3,479,125$704,243$12,576iApproximate average salary by contribution assumption: employee only about $314,394 at 4% or $209,596 at 6%; with 50% employer match about $209,596 at 4% or $139,731 at 6%; with 100% employer match about $157,197 at 4% or $104,798 at 6%.
2004154$2,637,512$571,485$10,583iApproximate average salary by contribution assumption: employee only about $264,576 at 4% or $176,384 at 6%; with 50% employer match about $176,384 at 4% or $117,590 at 6%; with 100% employer match about $132,288 at 4% or $88,192 at 6%.
Paul Capital Partners Savings & Investment Plan-54$2,637,512$571,485$10,583iApproximate average salary by contribution assumption: employee only about $264,576 at 4% or $176,384 at 6%; with 50% employer match about $176,384 at 4% or $117,590 at 6%; with 100% employer match about $132,288 at 4% or $88,192 at 6%.
2003142$1,965,767$511,636$12,182iApproximate average salary by contribution assumption: employee only about $304,545 at 4% or $203,030 at 6%; with 50% employer match about $203,030 at 4% or $135,353 at 6%; with 100% employer match about $152,273 at 4% or $101,515 at 6%.
Paul Capital Partners Savings & Investment Plan-42$1,965,767$511,636$12,182iApproximate average salary by contribution assumption: employee only about $304,545 at 4% or $203,030 at 6%; with 50% employer match about $203,030 at 4% or $135,353 at 6%; with 100% employer match about $152,273 at 4% or $101,515 at 6%.
2002146$1,080,691$343,458$7,466iApproximate average salary by contribution assumption: employee only about $186,662 at 4% or $124,441 at 6%; with 50% employer match about $124,441 at 4% or $82,961 at 6%; with 100% employer match about $93,331 at 4% or $62,221 at 6%.
Paul Capital Partners Savings & Investment Plan-46$1,080,691$343,458$7,466iApproximate average salary by contribution assumption: employee only about $186,662 at 4% or $124,441 at 6%; with 50% employer match about $124,441 at 4% or $82,961 at 6%; with 100% employer match about $93,331 at 4% or $62,221 at 6%.
2001135$0$0-
Paul Capital Partners Savings & Investment Plan-35---
2000115$988,264$218,154$14,544iApproximate average salary by contribution assumption: employee only about $363,590 at 4% or $242,393 at 6%; with 50% employer match about $242,393 at 4% or $161,596 at 6%; with 100% employer match about $181,795 at 4% or $121,197 at 6%.
Paul Capital Partners Savings & Investment Plan-15$988,264$218,154$14,544iApproximate average salary by contribution assumption: employee only about $363,590 at 4% or $242,393 at 6%; with 50% employer match about $242,393 at 4% or $161,596 at 6%; with 100% employer match about $181,795 at 4% or $121,197 at 6%.
1999118$987,376$231,953$12,886iApproximate average salary by contribution assumption: employee only about $322,157 at 4% or $214,771 at 6%; with 50% employer match about $214,771 at 4% or $143,181 at 6%; with 100% employer match about $161,078 at 4% or $107,386 at 6%.
Paul Capital Partners Savings & Investment Plan-18$987,376$231,953$12,886iApproximate average salary by contribution assumption: employee only about $322,157 at 4% or $214,771 at 6%; with 50% employer match about $214,771 at 4% or $143,181 at 6%; with 100% employer match about $161,078 at 4% or $107,386 at 6%.