Civic Intelligence

Canopy Capital Management LLC

Plan context: Canopy Capital Management LLC 401(K) Plan

EIN 83-2407684 • Tampa, FL • 5 filings • 1 plans

205 S Hoover BlvdSuite 205Tampa, FL 33609
Current Snapshot

Latest Year

2025

2025 Participants

5

2025 Assets

$611,955

2025 Contributions

$97,103

Historical Graphs

Total Assets Over Time

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

$611,955$305,978$0202120232025YearValue
$611,955Latest year 2025

Participants Over Time

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

530202120232025YearValue
5Latest 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
202515$611,955$97,103$19,421iApproximate average salary by contribution assumption: employee only about $485,515 at 4% or $323,677 at 6%; with 50% employer match about $323,677 at 4% or $215,784 at 6%; with 100% employer match about $242,757 at 4% or $161,838 at 6%.
Canopy Capital Management LLC 401(K) Plan-5$611,955$97,103$19,421iApproximate average salary by contribution assumption: employee only about $485,515 at 4% or $323,677 at 6%; with 50% employer match about $323,677 at 4% or $215,784 at 6%; with 100% employer match about $242,757 at 4% or $161,838 at 6%.
202415$420,728$96,370$19,274iApproximate average salary by contribution assumption: employee only about $481,850 at 4% or $321,233 at 6%; with 50% employer match about $321,233 at 4% or $214,156 at 6%; with 100% employer match about $240,925 at 4% or $160,617 at 6%.
Canopy Capital Management LLC 401(K) Plan-5$420,728$96,370$19,274iApproximate average salary by contribution assumption: employee only about $481,850 at 4% or $321,233 at 6%; with 50% employer match about $321,233 at 4% or $214,156 at 6%; with 100% employer match about $240,925 at 4% or $160,617 at 6%.
202315$279,319$85,316$17,063iApproximate average salary by contribution assumption: employee only about $426,580 at 4% or $284,387 at 6%; with 50% employer match about $284,387 at 4% or $189,591 at 6%; with 100% employer match about $213,290 at 4% or $142,193 at 6%.
Canopy Capital Management LLC 401(K) Plan-5$279,319$85,316$17,063iApproximate average salary by contribution assumption: employee only about $426,580 at 4% or $284,387 at 6%; with 50% employer match about $284,387 at 4% or $189,591 at 6%; with 100% employer match about $213,290 at 4% or $142,193 at 6%.
202213$155,138$65,522$21,841iApproximate average salary by contribution assumption: employee only about $546,017 at 4% or $364,011 at 6%; with 50% employer match about $364,011 at 4% or $242,674 at 6%; with 100% employer match about $273,008 at 4% or $182,006 at 6%.
Canopy Capital Management LLC 401(K) Plan-3$155,138$65,522$21,841iApproximate average salary by contribution assumption: employee only about $546,017 at 4% or $364,011 at 6%; with 50% employer match about $364,011 at 4% or $242,674 at 6%; with 100% employer match about $273,008 at 4% or $182,006 at 6%.
202113$112,157$54,451$18,150iApproximate average salary by contribution assumption: employee only about $453,758 at 4% or $302,506 at 6%; with 50% employer match about $302,506 at 4% or $201,670 at 6%; with 100% employer match about $226,879 at 4% or $151,253 at 6%.
Canopy Capital Management LLC 401(K) Plan-3$112,157$54,451$18,150iApproximate average salary by contribution assumption: employee only about $453,758 at 4% or $302,506 at 6%; with 50% employer match about $302,506 at 4% or $201,670 at 6%; with 100% employer match about $226,879 at 4% or $151,253 at 6%.