Civic Intelligence

Capstone Partners LLC

Plan context: Capstone Partners LLC 401(K) P/S Plan

EIN 80-0062337 • Boston, MA • 18 filings • 6 plans

176 Federal St 3rd FloorBoston, MA 02110
Current Snapshot

Latest Year

2022

2022 Participants

82

2022 Assets

$6,265,777

2022 Contributions

$521,577

Historical Graphs

Total Assets Over Time

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

$6,265,777$3,132,889$0200520132021YearValue
$6,265,777Latest year 2021

Participants Over Time

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

82410200520132021YearValue
82Latest year 2021

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
202210$0$521,577-
Capstone Partners LLC 401(K) P/S Plan-0-$521,577-
2021182$6,265,777$1,752,043$21,366iApproximate average salary by contribution assumption: employee only about $534,159 at 4% or $356,106 at 6%; with 50% employer match about $356,106 at 4% or $237,404 at 6%; with 100% employer match about $267,080 at 4% or $178,053 at 6%.
Capstone Partners LLC 401(K) P/S Plan-82$6,265,777$1,752,043$21,366iApproximate average salary by contribution assumption: employee only about $534,159 at 4% or $356,106 at 6%; with 50% employer match about $356,106 at 4% or $237,404 at 6%; with 100% employer match about $267,080 at 4% or $178,053 at 6%.
2020146$3,858,875$633,342$13,768iApproximate average salary by contribution assumption: employee only about $344,208 at 4% or $229,472 at 6%; with 50% employer match about $229,472 at 4% or $152,981 at 6%; with 100% employer match about $172,104 at 4% or $114,736 at 6%.
Capstone Partners LLC 401(K) P/S Plan-46$3,858,875$633,342$13,768iApproximate average salary by contribution assumption: employee only about $344,208 at 4% or $229,472 at 6%; with 50% employer match about $229,472 at 4% or $152,981 at 6%; with 100% employer match about $172,104 at 4% or $114,736 at 6%.
2019150$2,916,221$586,505$11,730iApproximate average salary by contribution assumption: employee only about $293,253 at 4% or $195,502 at 6%; with 50% employer match about $195,502 at 4% or $130,334 at 6%; with 100% employer match about $146,626 at 4% or $97,751 at 6%.
Capstone Partners LLC 401(K) P/S Plan-50$2,916,221$586,505$11,730iApproximate average salary by contribution assumption: employee only about $293,253 at 4% or $195,502 at 6%; with 50% employer match about $195,502 at 4% or $130,334 at 6%; with 100% employer match about $146,626 at 4% or $97,751 at 6%.
2018139$1,883,295$511,634$13,119iApproximate average salary by contribution assumption: employee only about $327,971 at 4% or $218,647 at 6%; with 50% employer match about $218,647 at 4% or $145,765 at 6%; with 100% employer match about $163,985 at 4% or $109,324 at 6%.
Capstone Partners LLC 401(K) P/S Plan-39$1,883,295$511,634$13,119iApproximate average salary by contribution assumption: employee only about $327,971 at 4% or $218,647 at 6%; with 50% employer match about $218,647 at 4% or $145,765 at 6%; with 100% employer match about $163,985 at 4% or $109,324 at 6%.
2017123$1,560,229$270,713$11,770iApproximate average salary by contribution assumption: employee only about $294,253 at 4% or $196,169 at 6%; with 50% employer match about $196,169 at 4% or $130,779 at 6%; with 100% employer match about $147,127 at 4% or $98,084 at 6%.
Capstone Partners LLC 401(K) P/S Plan-23$1,560,229$270,713$11,770iApproximate average salary by contribution assumption: employee only about $294,253 at 4% or $196,169 at 6%; with 50% employer match about $196,169 at 4% or $130,779 at 6%; with 100% employer match about $147,127 at 4% or $98,084 at 6%.
2016122$1,151,584$250,996$11,409iApproximate average salary by contribution assumption: employee only about $285,223 at 4% or $190,148 at 6%; with 50% employer match about $190,148 at 4% or $126,766 at 6%; with 100% employer match about $142,611 at 4% or $95,074 at 6%.
Capstone Partners LLC 401(K) P/S Plan-22$1,151,584$250,996$11,409iApproximate average salary by contribution assumption: employee only about $285,223 at 4% or $190,148 at 6%; with 50% employer match about $190,148 at 4% or $126,766 at 6%; with 100% employer match about $142,611 at 4% or $95,074 at 6%.
2015117$862,221$212,728$12,513iApproximate average salary by contribution assumption: employee only about $312,835 at 4% or $208,557 at 6%; with 50% employer match about $208,557 at 4% or $139,038 at 6%; with 100% employer match about $156,418 at 4% or $104,278 at 6%.
Capstone Partners LLC 401(K) P/S Plan-17$862,221$212,728$12,513iApproximate average salary by contribution assumption: employee only about $312,835 at 4% or $208,557 at 6%; with 50% employer match about $208,557 at 4% or $139,038 at 6%; with 100% employer match about $156,418 at 4% or $104,278 at 6%.
2014110$661,407$146,435$14,644iApproximate average salary by contribution assumption: employee only about $366,088 at 4% or $244,058 at 6%; with 50% employer match about $244,058 at 4% or $162,706 at 6%; with 100% employer match about $183,044 at 4% or $122,029 at 6%.
Capstone Partners LLC 401(K) P/S Plan-10$661,407$146,435$14,644iApproximate average salary by contribution assumption: employee only about $366,088 at 4% or $244,058 at 6%; with 50% employer match about $244,058 at 4% or $162,706 at 6%; with 100% employer match about $183,044 at 4% or $122,029 at 6%.
201319$481,363$116,901$12,989iApproximate average salary by contribution assumption: employee only about $324,725 at 4% or $216,483 at 6%; with 50% employer match about $216,483 at 4% or $144,322 at 6%; with 100% employer match about $162,363 at 4% or $108,242 at 6%.
Capstone Partners LLC 401(K) P/S Plan-9$481,363$116,901$12,989iApproximate average salary by contribution assumption: employee only about $324,725 at 4% or $216,483 at 6%; with 50% employer match about $216,483 at 4% or $144,322 at 6%; with 100% employer match about $162,363 at 4% or $108,242 at 6%.
201219$315,399$115,697$12,855iApproximate average salary by contribution assumption: employee only about $321,381 at 4% or $214,254 at 6%; with 50% employer match about $214,254 at 4% or $142,836 at 6%; with 100% employer match about $160,690 at 4% or $107,127 at 6%.
Capstone Partners LLC 401(K) P/S Plan-9$315,399$115,697$12,855iApproximate average salary by contribution assumption: employee only about $321,381 at 4% or $214,254 at 6%; with 50% employer match about $214,254 at 4% or $142,836 at 6%; with 100% employer match about $160,690 at 4% or $107,127 at 6%.
2011112$273,092$136,478$11,373iApproximate average salary by contribution assumption: employee only about $284,329 at 4% or $189,553 at 6%; with 50% employer match about $189,553 at 4% or $126,369 at 6%; with 100% employer match about $142,165 at 4% or $94,776 at 6%.
Capstone Partners LLC 401(K) P/S Plan-12$273,092$136,478$11,373iApproximate average salary by contribution assumption: employee only about $284,329 at 4% or $189,553 at 6%; with 50% employer match about $189,553 at 4% or $126,369 at 6%; with 100% employer match about $142,165 at 4% or $94,776 at 6%.
201017$216,372$23,003$3,286iApproximate average salary by contribution assumption: employee only about $82,154 at 4% or $54,769 at 6%; with 50% employer match about $54,769 at 4% or $36,513 at 6%; with 100% employer match about $41,077 at 4% or $27,385 at 6%.
Capstone Partners LLC 401(K) P/S Plan-7$216,372$23,003$3,286iApproximate average salary by contribution assumption: employee only about $82,154 at 4% or $54,769 at 6%; with 50% employer match about $54,769 at 4% or $36,513 at 6%; with 100% employer match about $41,077 at 4% or $27,385 at 6%.
200918$185,028$19,318$2,415iApproximate average salary by contribution assumption: employee only about $60,369 at 4% or $40,246 at 6%; with 50% employer match about $40,246 at 4% or $26,831 at 6%; with 100% employer match about $30,184 at 4% or $20,123 at 6%.
Capstone Partners LLC 401(K) P/S Plan-8$185,028$19,318$2,415iApproximate average salary by contribution assumption: employee only about $60,369 at 4% or $40,246 at 6%; with 50% employer match about $40,246 at 4% or $26,831 at 6%; with 100% employer match about $30,184 at 4% or $20,123 at 6%.
2008111$156,890$48,286$4,390iApproximate average salary by contribution assumption: employee only about $109,741 at 4% or $73,161 at 6%; with 50% employer match about $73,161 at 4% or $48,774 at 6%; with 100% employer match about $54,870 at 4% or $36,580 at 6%.
Capstone Partners LLC 401(K) P/S Plan-11$156,890$48,286$4,390iApproximate average salary by contribution assumption: employee only about $109,741 at 4% or $73,161 at 6%; with 50% employer match about $73,161 at 4% or $48,774 at 6%; with 100% employer match about $54,870 at 4% or $36,580 at 6%.
2007112$185,581$75,294$6,275iApproximate average salary by contribution assumption: employee only about $156,863 at 4% or $104,575 at 6%; with 50% employer match about $104,575 at 4% or $69,717 at 6%; with 100% employer match about $78,431 at 4% or $52,288 at 6%.
Capstone Partners LLC 401(K) P/S Plan-12$185,581$75,294$6,275iApproximate average salary by contribution assumption: employee only about $156,863 at 4% or $104,575 at 6%; with 50% employer match about $104,575 at 4% or $69,717 at 6%; with 100% employer match about $78,431 at 4% or $52,288 at 6%.
2006110$93,764$62,978$6,298iApproximate average salary by contribution assumption: employee only about $157,445 at 4% or $104,963 at 6%; with 50% employer match about $104,963 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
Capstone Partners LLC 401(K) P/S Plan-10$93,764$62,978$6,298iApproximate average salary by contribution assumption: employee only about $157,445 at 4% or $104,963 at 6%; with 50% employer match about $104,963 at 4% or $69,976 at 6%; with 100% employer match about $78,723 at 4% or $52,482 at 6%.
2005112$54,693$53,724$4,477iApproximate average salary by contribution assumption: employee only about $111,925 at 4% or $74,617 at 6%; with 50% employer match about $74,617 at 4% or $49,744 at 6%; with 100% employer match about $55,963 at 4% or $37,308 at 6%.
Capstone Partners LLC 401(K) P/S Plan-12$54,693$53,724$4,477iApproximate average salary by contribution assumption: employee only about $111,925 at 4% or $74,617 at 6%; with 50% employer match about $74,617 at 4% or $49,744 at 6%; with 100% employer match about $55,963 at 4% or $37,308 at 6%.