The Capstone Group LLC
Plan context: The Capstone Group Retirement Plan
EIN 77-0601204 • Denver, CO • 18 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$3,843,331
2025 Contributions
$166,843
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $3,843,331 | $166,843 | $23,835iApproximate average salary by contribution assumption: employee only about $595,868 at 4% or $397,245 at 6%; with 50% employer match about $397,245 at 4% or $264,830 at 6%; with 100% employer match about $297,934 at 4% or $198,623 at 6%. |
| The Capstone Group Retirement Plan | - | 7 | $3,843,331 | $166,843 | $23,835iApproximate average salary by contribution assumption: employee only about $595,868 at 4% or $397,245 at 6%; with 50% employer match about $397,245 at 4% or $264,830 at 6%; with 100% employer match about $297,934 at 4% or $198,623 at 6%. |
| 2024 | 1 | 7 | $3,098,061 | $151,150 | $21,593iApproximate average salary by contribution assumption: employee only about $539,821 at 4% or $359,881 at 6%; with 50% employer match about $359,881 at 4% or $239,921 at 6%; with 100% employer match about $269,911 at 4% or $179,940 at 6%. |
| The Capstone Group Retirement Plan | - | 7 | $3,098,061 | $151,150 | $21,593iApproximate average salary by contribution assumption: employee only about $539,821 at 4% or $359,881 at 6%; with 50% employer match about $359,881 at 4% or $239,921 at 6%; with 100% employer match about $269,911 at 4% or $179,940 at 6%. |
| 2023 | 1 | 7 | $2,597,406 | $195,156 | $27,879iApproximate average salary by contribution assumption: employee only about $696,986 at 4% or $464,657 at 6%; with 50% employer match about $464,657 at 4% or $309,771 at 6%; with 100% employer match about $348,493 at 4% or $232,329 at 6%. |
| The Capstone Group Retirement Plan | - | 7 | $2,597,406 | $195,156 | $27,879iApproximate average salary by contribution assumption: employee only about $696,986 at 4% or $464,657 at 6%; with 50% employer match about $464,657 at 4% or $309,771 at 6%; with 100% employer match about $348,493 at 4% or $232,329 at 6%. |
| 2022 | 1 | 7 | $2,027,160 | $82,554 | $11,793iApproximate average salary by contribution assumption: employee only about $294,836 at 4% or $196,557 at 6%; with 50% employer match about $196,557 at 4% or $131,038 at 6%; with 100% employer match about $147,418 at 4% or $98,279 at 6%. |
| The Capstone Group Retirement Plan | - | 7 | $2,027,160 | $82,554 | $11,793iApproximate average salary by contribution assumption: employee only about $294,836 at 4% or $196,557 at 6%; with 50% employer match about $196,557 at 4% or $131,038 at 6%; with 100% employer match about $147,418 at 4% or $98,279 at 6%. |
| 2021 | 1 | 6 | $2,369,147 | $111,014 | $18,502iApproximate average salary by contribution assumption: employee only about $462,558 at 4% or $308,372 at 6%; with 50% employer match about $308,372 at 4% or $205,581 at 6%; with 100% employer match about $231,279 at 4% or $154,186 at 6%. |
| The Capstone Group Retirement Plan | - | 6 | $2,369,147 | $111,014 | $18,502iApproximate average salary by contribution assumption: employee only about $462,558 at 4% or $308,372 at 6%; with 50% employer match about $308,372 at 4% or $205,581 at 6%; with 100% employer match about $231,279 at 4% or $154,186 at 6%. |
| 2020 | 1 | 6 | $2,004,463 | $105,264 | $17,544iApproximate average salary by contribution assumption: employee only about $438,600 at 4% or $292,400 at 6%; with 50% employer match about $292,400 at 4% or $194,933 at 6%; with 100% employer match about $219,300 at 4% or $146,200 at 6%. |
| The Capstone Group Retirement Plan | - | 6 | $2,004,463 | $105,264 | $17,544iApproximate average salary by contribution assumption: employee only about $438,600 at 4% or $292,400 at 6%; with 50% employer match about $292,400 at 4% or $194,933 at 6%; with 100% employer match about $219,300 at 4% or $146,200 at 6%. |
| 2019 | 1 | 6 | $1,604,876 | $101,406 | $16,901iApproximate average salary by contribution assumption: employee only about $422,525 at 4% or $281,683 at 6%; with 50% employer match about $281,683 at 4% or $187,789 at 6%; with 100% employer match about $211,263 at 4% or $140,842 at 6%. |
| The Capstone Group Retirement Plan | - | 6 | $1,604,876 | $101,406 | $16,901iApproximate average salary by contribution assumption: employee only about $422,525 at 4% or $281,683 at 6%; with 50% employer match about $281,683 at 4% or $187,789 at 6%; with 100% employer match about $211,263 at 4% or $140,842 at 6%. |
| 2018 | 1 | 5 | $1,223,441 | $90,321 | $18,064iApproximate average salary by contribution assumption: employee only about $451,605 at 4% or $301,070 at 6%; with 50% employer match about $301,070 at 4% or $200,713 at 6%; with 100% employer match about $225,803 at 4% or $150,535 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $1,223,441 | $90,321 | $18,064iApproximate average salary by contribution assumption: employee only about $451,605 at 4% or $301,070 at 6%; with 50% employer match about $301,070 at 4% or $200,713 at 6%; with 100% employer match about $225,803 at 4% or $150,535 at 6%. |
| 2017 | 1 | 5 | $1,226,253 | $84,854 | $16,971iApproximate average salary by contribution assumption: employee only about $424,270 at 4% or $282,847 at 6%; with 50% employer match about $282,847 at 4% or $188,564 at 6%; with 100% employer match about $212,135 at 4% or $141,423 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $1,226,253 | $84,854 | $16,971iApproximate average salary by contribution assumption: employee only about $424,270 at 4% or $282,847 at 6%; with 50% employer match about $282,847 at 4% or $188,564 at 6%; with 100% employer match about $212,135 at 4% or $141,423 at 6%. |
| 2016 | 1 | 5 | $942,295 | $73,194 | $14,639iApproximate average salary by contribution assumption: employee only about $365,970 at 4% or $243,980 at 6%; with 50% employer match about $243,980 at 4% or $162,653 at 6%; with 100% employer match about $182,985 at 4% or $121,990 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $942,295 | $73,194 | $14,639iApproximate average salary by contribution assumption: employee only about $365,970 at 4% or $243,980 at 6%; with 50% employer match about $243,980 at 4% or $162,653 at 6%; with 100% employer match about $182,985 at 4% or $121,990 at 6%. |
| 2015 | 1 | 5 | $810,039 | $56,631 | $11,326iApproximate average salary by contribution assumption: employee only about $283,155 at 4% or $188,770 at 6%; with 50% employer match about $188,770 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $810,039 | $56,631 | $11,326iApproximate average salary by contribution assumption: employee only about $283,155 at 4% or $188,770 at 6%; with 50% employer match about $188,770 at 4% or $125,847 at 6%; with 100% employer match about $141,578 at 4% or $94,385 at 6%. |
| 2014 | 1 | 5 | $756,465 | $63,319 | $12,664iApproximate average salary by contribution assumption: employee only about $316,595 at 4% or $211,063 at 6%; with 50% employer match about $211,063 at 4% or $140,709 at 6%; with 100% employer match about $158,298 at 4% or $105,532 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $756,465 | $63,319 | $12,664iApproximate average salary by contribution assumption: employee only about $316,595 at 4% or $211,063 at 6%; with 50% employer match about $211,063 at 4% or $140,709 at 6%; with 100% employer match about $158,298 at 4% or $105,532 at 6%. |
| 2013 | 1 | 5 | $663,423 | $50,340 | $10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $663,423 | $50,340 | $10,068iApproximate average salary by contribution assumption: employee only about $251,700 at 4% or $167,800 at 6%; with 50% employer match about $167,800 at 4% or $111,867 at 6%; with 100% employer match about $125,850 at 4% or $83,900 at 6%. |
| 2012 | 1 | 5 | $523,956 | $92,714 | $18,543iApproximate average salary by contribution assumption: employee only about $463,570 at 4% or $309,047 at 6%; with 50% employer match about $309,047 at 4% or $206,031 at 6%; with 100% employer match about $231,785 at 4% or $154,523 at 6%. |
| The Capstone Group Retirement Plan | - | 5 | $523,956 | $92,714 | $18,543iApproximate average salary by contribution assumption: employee only about $463,570 at 4% or $309,047 at 6%; with 50% employer match about $309,047 at 4% or $206,031 at 6%; with 100% employer match about $231,785 at 4% or $154,523 at 6%. |
| 2011 | 1 | 4 | $386,495 | $147,456 | $36,864iApproximate average salary by contribution assumption: employee only about $921,600 at 4% or $614,400 at 6%; with 50% employer match about $614,400 at 4% or $409,600 at 6%; with 100% employer match about $460,800 at 4% or $307,200 at 6%. |
| The Capstone Group Retirement Plan | - | 4 | $386,495 | $147,456 | $36,864iApproximate average salary by contribution assumption: employee only about $921,600 at 4% or $614,400 at 6%; with 50% employer match about $614,400 at 4% or $409,600 at 6%; with 100% employer match about $460,800 at 4% or $307,200 at 6%. |
| 2010 | 1 | 4 | $256,526 | $74,218 | $18,555iApproximate average salary by contribution assumption: employee only about $463,863 at 4% or $309,242 at 6%; with 50% employer match about $309,242 at 4% or $206,161 at 6%; with 100% employer match about $231,931 at 4% or $154,621 at 6%. |
| The Capstone Group Retirement Plan | - | 4 | $256,526 | $74,218 | $18,555iApproximate average salary by contribution assumption: employee only about $463,863 at 4% or $309,242 at 6%; with 50% employer match about $309,242 at 4% or $206,161 at 6%; with 100% employer match about $231,931 at 4% or $154,621 at 6%. |
| 2009 | 1 | 4 | $176,290 | $87,291 | $21,823iApproximate average salary by contribution assumption: employee only about $545,569 at 4% or $363,713 at 6%; with 50% employer match about $363,713 at 4% or $242,475 at 6%; with 100% employer match about $272,784 at 4% or $181,856 at 6%. |
| The Capstone Group Retirement Plan | - | 4 | $176,290 | $87,291 | $21,823iApproximate average salary by contribution assumption: employee only about $545,569 at 4% or $363,713 at 6%; with 50% employer match about $363,713 at 4% or $242,475 at 6%; with 100% employer match about $272,784 at 4% or $181,856 at 6%. |
| 2008 | 1 | 4 | $56,571 | $68,790 | $17,198iApproximate average salary by contribution assumption: employee only about $429,938 at 4% or $286,625 at 6%; with 50% employer match about $286,625 at 4% or $191,083 at 6%; with 100% employer match about $214,969 at 4% or $143,313 at 6%. |
| The Capstone Group Retirement Plan | - | 4 | $56,571 | $68,790 | $17,198iApproximate average salary by contribution assumption: employee only about $429,938 at 4% or $286,625 at 6%; with 50% employer match about $286,625 at 4% or $191,083 at 6%; with 100% employer match about $214,969 at 4% or $143,313 at 6%. |