Civic Intelligence

Capata Cloward LLP

Plan context: Capata Cloward LLP 401(K) Profit Sharing Plan

EIN 81-0734736 • Newport Beach, CA • 9 filings • 3 plans

5000 Birch StSuite 4000Newport Beach, CA 92660
Current Snapshot

Latest Year

2024

2024 Participants

20

2024 Assets

$1,303,219

2024 Contributions

$166,382

Historical Graphs

Total Assets Over Time

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

$1,303,219$651,610$0201620202024YearValue
$1,303,219Latest year 2024

Participants Over Time

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

20100201620202024YearValue
20Latest year 2024

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
2024120$1,303,219$166,382$8,319iApproximate average salary by contribution assumption: employee only about $207,978 at 4% or $138,652 at 6%; with 50% employer match about $138,652 at 4% or $92,434 at 6%; with 100% employer match about $103,989 at 4% or $69,326 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-20$1,303,219$166,382$8,319iApproximate average salary by contribution assumption: employee only about $207,978 at 4% or $138,652 at 6%; with 50% employer match about $138,652 at 4% or $92,434 at 6%; with 100% employer match about $103,989 at 4% or $69,326 at 6%.
2023119$1,149,445$167,092$8,794iApproximate average salary by contribution assumption: employee only about $219,858 at 4% or $146,572 at 6%; with 50% employer match about $146,572 at 4% or $97,715 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-19$1,149,445$167,092$8,794iApproximate average salary by contribution assumption: employee only about $219,858 at 4% or $146,572 at 6%; with 50% employer match about $146,572 at 4% or $97,715 at 6%; with 100% employer match about $109,929 at 4% or $73,286 at 6%.
2022118$752,691$120,477$6,693iApproximate average salary by contribution assumption: employee only about $167,329 at 4% or $111,553 at 6%; with 50% employer match about $111,553 at 4% or $74,369 at 6%; with 100% employer match about $83,665 at 4% or $55,776 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-18$752,691$120,477$6,693iApproximate average salary by contribution assumption: employee only about $167,329 at 4% or $111,553 at 6%; with 50% employer match about $111,553 at 4% or $74,369 at 6%; with 100% employer match about $83,665 at 4% or $55,776 at 6%.
2021120$833,428$155,940$7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-20$833,428$155,940$7,797iApproximate average salary by contribution assumption: employee only about $194,925 at 4% or $129,950 at 6%; with 50% employer match about $129,950 at 4% or $86,633 at 6%; with 100% employer match about $97,463 at 4% or $64,975 at 6%.
2020117$621,416$138,594$8,153iApproximate average salary by contribution assumption: employee only about $203,815 at 4% or $135,876 at 6%; with 50% employer match about $135,876 at 4% or $90,584 at 6%; with 100% employer match about $101,907 at 4% or $67,938 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-17$621,416$138,594$8,153iApproximate average salary by contribution assumption: employee only about $203,815 at 4% or $135,876 at 6%; with 50% employer match about $135,876 at 4% or $90,584 at 6%; with 100% employer match about $101,907 at 4% or $67,938 at 6%.
2019114$462,995$130,891$9,349iApproximate average salary by contribution assumption: employee only about $233,734 at 4% or $155,823 at 6%; with 50% employer match about $155,823 at 4% or $103,882 at 6%; with 100% employer match about $116,867 at 4% or $77,911 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-14$462,995$130,891$9,349iApproximate average salary by contribution assumption: employee only about $233,734 at 4% or $155,823 at 6%; with 50% employer match about $155,823 at 4% or $103,882 at 6%; with 100% employer match about $116,867 at 4% or $77,911 at 6%.
2018114$325,941$143,040$10,217iApproximate average salary by contribution assumption: employee only about $255,429 at 4% or $170,286 at 6%; with 50% employer match about $170,286 at 4% or $113,524 at 6%; with 100% employer match about $127,714 at 4% or $85,143 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-14$325,941$143,040$10,217iApproximate average salary by contribution assumption: employee only about $255,429 at 4% or $170,286 at 6%; with 50% employer match about $170,286 at 4% or $113,524 at 6%; with 100% employer match about $127,714 at 4% or $85,143 at 6%.
201719$223,400$108,071$12,008iApproximate average salary by contribution assumption: employee only about $300,197 at 4% or $200,131 at 6%; with 50% employer match about $200,131 at 4% or $133,421 at 6%; with 100% employer match about $150,099 at 4% or $100,066 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-9$223,400$108,071$12,008iApproximate average salary by contribution assumption: employee only about $300,197 at 4% or $200,131 at 6%; with 50% employer match about $200,131 at 4% or $133,421 at 6%; with 100% employer match about $150,099 at 4% or $100,066 at 6%.
201618$100,631$99,639$12,455iApproximate average salary by contribution assumption: employee only about $311,372 at 4% or $207,581 at 6%; with 50% employer match about $207,581 at 4% or $138,388 at 6%; with 100% employer match about $155,686 at 4% or $103,791 at 6%.
Capata Cloward LLP 401(K) Profit Sharing Plan-8$100,631$99,639$12,455iApproximate average salary by contribution assumption: employee only about $311,372 at 4% or $207,581 at 6%; with 50% employer match about $207,581 at 4% or $138,388 at 6%; with 100% employer match about $155,686 at 4% or $103,791 at 6%.