Civic Intelligence

CAPSTONE HOLDINGS INC

Plan context: CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST

EIN 83-2563883 • Fort Myers, FL • 7 filings • 2 plans

2655 N Airport Rd # 60439Fort Myers, FL 33907-1430
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$2,177,636

2025 Contributions

$494,038

Historical Graphs

Total Assets Over Time

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

$2,177,636$1,088,818$0201920222025YearValue
$2,177,636Latest year 2025

Participants Over Time

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

25130201920222025YearValue
24Latest 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
2025124$2,177,636$494,038$20,585iApproximate average salary by contribution assumption: employee only about $514,623 at 4% or $343,082 at 6%; with 50% employer match about $343,082 at 4% or $228,721 at 6%; with 100% employer match about $257,311 at 4% or $171,541 at 6%.
CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-24$2,177,636$494,038$20,585iApproximate average salary by contribution assumption: employee only about $514,623 at 4% or $343,082 at 6%; with 50% employer match about $343,082 at 4% or $228,721 at 6%; with 100% employer match about $257,311 at 4% or $171,541 at 6%.
2024125$1,502,383$312,839$12,514iApproximate average salary by contribution assumption: employee only about $312,839 at 4% or $208,559 at 6%; with 50% employer match about $208,559 at 4% or $139,040 at 6%; with 100% employer match about $156,420 at 4% or $104,280 at 6%.
CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-25$1,502,383$312,839$12,514iApproximate average salary by contribution assumption: employee only about $312,839 at 4% or $208,559 at 6%; with 50% employer match about $208,559 at 4% or $139,040 at 6%; with 100% employer match about $156,420 at 4% or $104,280 at 6%.
2023123$1,047,055$425,310$18,492iApproximate average salary by contribution assumption: employee only about $462,293 at 4% or $308,196 at 6%; with 50% employer match about $308,196 at 4% or $205,464 at 6%; with 100% employer match about $231,147 at 4% or $154,098 at 6%.
CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-23$1,047,055$425,310$18,492iApproximate average salary by contribution assumption: employee only about $462,293 at 4% or $308,196 at 6%; with 50% employer match about $308,196 at 4% or $205,464 at 6%; with 100% employer match about $231,147 at 4% or $154,098 at 6%.
2022123$797,759$358,808$15,600iApproximate average salary by contribution assumption: employee only about $390,009 at 4% or $260,006 at 6%; with 50% employer match about $260,006 at 4% or $173,337 at 6%; with 100% employer match about $195,004 at 4% or $130,003 at 6%.
CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-23$797,759$358,808$15,600iApproximate average salary by contribution assumption: employee only about $390,009 at 4% or $260,006 at 6%; with 50% employer match about $260,006 at 4% or $173,337 at 6%; with 100% employer match about $195,004 at 4% or $130,003 at 6%.
2021121$773,210$286,148$13,626iApproximate average salary by contribution assumption: employee only about $340,652 at 4% or $227,102 at 6%; with 50% employer match about $227,102 at 4% or $151,401 at 6%; with 100% employer match about $170,326 at 4% or $113,551 at 6%.
CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-21$773,210$286,148$13,626iApproximate average salary by contribution assumption: employee only about $340,652 at 4% or $227,102 at 6%; with 50% employer match about $227,102 at 4% or $151,401 at 6%; with 100% employer match about $170,326 at 4% or $113,551 at 6%.
2020113$419,899$209,877$16,144iApproximate average salary by contribution assumption: employee only about $403,610 at 4% or $269,073 at 6%; with 50% employer match about $269,073 at 4% or $179,382 at 6%; with 100% employer match about $201,805 at 4% or $134,537 at 6%.
CAPSTONE HOLDINGS INC 401(K) PROFIT SHARING PLAN & TRUST-13$419,899$209,877$16,144iApproximate average salary by contribution assumption: employee only about $403,610 at 4% or $269,073 at 6%; with 50% employer match about $269,073 at 4% or $179,382 at 6%; with 100% employer match about $201,805 at 4% or $134,537 at 6%.
2019111$170,661$159,028$14,457iApproximate average salary by contribution assumption: employee only about $361,427 at 4% or $240,952 at 6%; with 50% employer match about $240,952 at 4% or $160,634 at 6%; with 100% employer match about $180,714 at 4% or $120,476 at 6%.
CAPSTONE HOLDINGS INC 401K PROFIT SHARING PLAN AND TRUST-11$170,661$159,028$14,457iApproximate average salary by contribution assumption: employee only about $361,427 at 4% or $240,952 at 6%; with 50% employer match about $240,952 at 4% or $160,634 at 6%; with 100% employer match about $180,714 at 4% or $120,476 at 6%.