Civic Intelligence

Capital Financial Advisors LLC

Plan context: Capital Financial Advisors LLC 401(K) Plan

EIN 80-0353229 • Frankfort, KY • 13 filings • 2 plans

229 W. Main StreetSuite 103Frankfort, KY 40601
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,069,595

2025 Contributions

$168,217

Historical Graphs

Total Assets Over Time

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

$1,069,595$534,798$0201320192025YearValue
$1,069,595Latest year 2025

Participants Over Time

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

840201320192025YearValue
8Latest 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
202518$1,069,595$168,217$21,027iApproximate average salary by contribution assumption: employee only about $525,678 at 4% or $350,452 at 6%; with 50% employer match about $350,452 at 4% or $233,635 at 6%; with 100% employer match about $262,839 at 4% or $175,226 at 6%.
Capital Financial Advisors LLC 401(K) Plan-8$1,069,595$168,217$21,027iApproximate average salary by contribution assumption: employee only about $525,678 at 4% or $350,452 at 6%; with 50% employer match about $350,452 at 4% or $233,635 at 6%; with 100% employer match about $262,839 at 4% or $175,226 at 6%.
202417$780,803$85,763$12,252iApproximate average salary by contribution assumption: employee only about $306,296 at 4% or $204,198 at 6%; with 50% employer match about $204,198 at 4% or $136,132 at 6%; with 100% employer match about $153,148 at 4% or $102,099 at 6%.
Capital Financial Advisors LLC 401(K) Plan-7$780,803$85,763$12,252iApproximate average salary by contribution assumption: employee only about $306,296 at 4% or $204,198 at 6%; with 50% employer match about $204,198 at 4% or $136,132 at 6%; with 100% employer match about $153,148 at 4% or $102,099 at 6%.
202317$577,667$265,005$37,858iApproximate average salary by contribution assumption: employee only about $946,446 at 4% or $630,964 at 6%; with 50% employer match about $630,964 at 4% or $420,643 at 6%; with 100% employer match about $473,223 at 4% or $315,482 at 6%.
Capital Financial Advisors LLC 401(K) Plan-7$577,667$265,005$37,858iApproximate average salary by contribution assumption: employee only about $946,446 at 4% or $630,964 at 6%; with 50% employer match about $630,964 at 4% or $420,643 at 6%; with 100% employer match about $473,223 at 4% or $315,482 at 6%.
202212$237,220$11,086$5,543iApproximate average salary by contribution assumption: employee only about $138,575 at 4% or $92,383 at 6%; with 50% employer match about $92,383 at 4% or $61,589 at 6%; with 100% employer match about $69,288 at 4% or $46,192 at 6%.
Capital Financial Advisors LLC 401(K) Plan-2$237,220$11,086$5,543iApproximate average salary by contribution assumption: employee only about $138,575 at 4% or $92,383 at 6%; with 50% employer match about $92,383 at 4% or $61,589 at 6%; with 100% employer match about $69,288 at 4% or $46,192 at 6%.
202112$295,867$10,927$5,464iApproximate average salary by contribution assumption: employee only about $136,588 at 4% or $91,058 at 6%; with 50% employer match about $91,058 at 4% or $60,706 at 6%; with 100% employer match about $68,294 at 4% or $45,529 at 6%.
Capital Financial Advisors LLC 401(K) Plan-2$295,867$10,927$5,464iApproximate average salary by contribution assumption: employee only about $136,588 at 4% or $91,058 at 6%; with 50% employer match about $91,058 at 4% or $60,706 at 6%; with 100% employer match about $68,294 at 4% or $45,529 at 6%.
202013$256,777$10,997$3,666iApproximate average salary by contribution assumption: employee only about $91,642 at 4% or $61,094 at 6%; with 50% employer match about $61,094 at 4% or $40,730 at 6%; with 100% employer match about $45,821 at 4% or $30,547 at 6%.
Capital Financial Advisors LLC 401(K) Plan-3$256,777$10,997$3,666iApproximate average salary by contribution assumption: employee only about $91,642 at 4% or $61,094 at 6%; with 50% employer match about $61,094 at 4% or $40,730 at 6%; with 100% employer match about $45,821 at 4% or $30,547 at 6%.
201914$334,451$12,895$3,224iApproximate average salary by contribution assumption: employee only about $80,594 at 4% or $53,729 at 6%; with 50% employer match about $53,729 at 4% or $35,819 at 6%; with 100% employer match about $40,297 at 4% or $26,865 at 6%.
Capital Financial Advisors LLC 401(K) Plan-4$334,451$12,895$3,224iApproximate average salary by contribution assumption: employee only about $80,594 at 4% or $53,729 at 6%; with 50% employer match about $53,729 at 4% or $35,819 at 6%; with 100% employer match about $40,297 at 4% or $26,865 at 6%.
201815$261,672$19,562$3,912iApproximate average salary by contribution assumption: employee only about $97,810 at 4% or $65,207 at 6%; with 50% employer match about $65,207 at 4% or $43,471 at 6%; with 100% employer match about $48,905 at 4% or $32,603 at 6%.
Capital Financial Advisors LLC 401(K) Plan-5$261,672$19,562$3,912iApproximate average salary by contribution assumption: employee only about $97,810 at 4% or $65,207 at 6%; with 50% employer match about $65,207 at 4% or $43,471 at 6%; with 100% employer match about $48,905 at 4% or $32,603 at 6%.
201716$268,098$20,810$3,468iApproximate average salary by contribution assumption: employee only about $86,708 at 4% or $57,806 at 6%; with 50% employer match about $57,806 at 4% or $38,537 at 6%; with 100% employer match about $43,354 at 4% or $28,903 at 6%.
Capital Financial Advisors LLC 401(K) Plan-6$268,098$20,810$3,468iApproximate average salary by contribution assumption: employee only about $86,708 at 4% or $57,806 at 6%; with 50% employer match about $57,806 at 4% or $38,537 at 6%; with 100% employer match about $43,354 at 4% or $28,903 at 6%.
201616$200,525$22,881$3,814iApproximate average salary by contribution assumption: employee only about $95,338 at 4% or $63,558 at 6%; with 50% employer match about $63,558 at 4% or $42,372 at 6%; with 100% employer match about $47,669 at 4% or $31,779 at 6%.
Capital Financial Advisors LLC 401(K) Plan-6$200,525$22,881$3,814iApproximate average salary by contribution assumption: employee only about $95,338 at 4% or $63,558 at 6%; with 50% employer match about $63,558 at 4% or $42,372 at 6%; with 100% employer match about $47,669 at 4% or $31,779 at 6%.
201515$162,543$150,518$30,104iApproximate average salary by contribution assumption: employee only about $752,590 at 4% or $501,727 at 6%; with 50% employer match about $501,727 at 4% or $334,484 at 6%; with 100% employer match about $376,295 at 4% or $250,863 at 6%.
Capital Financial Advisors LLC 401(K) Plan-5$162,543$150,518$30,104iApproximate average salary by contribution assumption: employee only about $752,590 at 4% or $501,727 at 6%; with 50% employer match about $501,727 at 4% or $334,484 at 6%; with 100% employer match about $376,295 at 4% or $250,863 at 6%.
201414$13,501$9,422$2,356iApproximate average salary by contribution assumption: employee only about $58,888 at 4% or $39,258 at 6%; with 50% employer match about $39,258 at 4% or $26,172 at 6%; with 100% employer match about $29,444 at 4% or $19,629 at 6%.
Capital Financial Advisors LLC 401(K) Plan-4$13,501$9,422$2,356iApproximate average salary by contribution assumption: employee only about $58,888 at 4% or $39,258 at 6%; with 50% employer match about $39,258 at 4% or $26,172 at 6%; with 100% employer match about $29,444 at 4% or $19,629 at 6%.
201311$4,139$4,139$4,139iApproximate average salary by contribution assumption: employee only about $103,475 at 4% or $68,983 at 6%; with 50% employer match about $68,983 at 4% or $45,989 at 6%; with 100% employer match about $51,738 at 4% or $34,492 at 6%.
Capital Financial Advisors LLC 401(K) Plan-1$4,139$4,139$4,139iApproximate average salary by contribution assumption: employee only about $103,475 at 4% or $68,983 at 6%; with 50% employer match about $68,983 at 4% or $45,989 at 6%; with 100% employer match about $51,738 at 4% or $34,492 at 6%.