Civic Intelligence

Capital Financial Management Ltd.

Plan context: Capital Financial Management Ltd. Defined Benefit Pension Plan

EIN 84-1188674 • Phoenix, AZ • 25 filings • 2 plans

2415 East Camelback Road, Suite 700Phoenix, AZ 85016
Current Snapshot

Latest Year

2018

2018 Participants

1

2018 Assets

$1,489,104

2018 Contributions

$129,649

Historical Graphs

Total Assets Over Time

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

$1,570,049$785,025$0200020112018YearValue
$1,489,104Latest year 2018

Participants Over Time

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

530200020092018YearValue
1Latest year 2018

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
201811$1,489,104$129,649$129,649iApproximate average salary by contribution assumption: employee only about $3,241,225 at 4% or $2,160,817 at 6%; with 50% employer match about $2,160,817 at 4% or $1,440,544 at 6%; with 100% employer match about $1,620,613 at 4% or $1,080,408 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$1,489,104$129,649$129,649iApproximate average salary by contribution assumption: employee only about $3,241,225 at 4% or $2,160,817 at 6%; with 50% employer match about $2,160,817 at 4% or $1,440,544 at 6%; with 100% employer match about $1,620,613 at 4% or $1,080,408 at 6%.
201721$1,570,049$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$1,570,049--
CAPITAL FINANCIAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN-0$0--
201621$1,516,919$15,534$15,534iApproximate average salary by contribution assumption: employee only about $388,350 at 4% or $258,900 at 6%; with 50% employer match about $258,900 at 4% or $172,600 at 6%; with 100% employer match about $194,175 at 4% or $129,450 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$1,510,296$15,534$15,534iApproximate average salary by contribution assumption: employee only about $388,350 at 4% or $258,900 at 6%; with 50% employer match about $258,900 at 4% or $172,600 at 6%; with 100% employer match about $194,175 at 4% or $129,450 at 6%.
CAPITAL FINANCIAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN-0$6,623$0-
201525$1,292,466$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$1,285,639--
CAPITAL FINANCIAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN-5$6,827$0-
201425$1,333,991$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$1,327,164--
CAPITAL FINANCIAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN-5$6,827$0-
201325$1,528,685$97,761$19,552iApproximate average salary by contribution assumption: employee only about $488,805 at 4% or $325,870 at 6%; with 50% employer match about $325,870 at 4% or $217,247 at 6%; with 100% employer match about $244,403 at 4% or $162,935 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$1,521,859$95,000$95,000iApproximate average salary by contribution assumption: employee only about $2,375,000 at 4% or $1,583,333 at 6%; with 50% employer match about $1,583,333 at 4% or $1,055,556 at 6%; with 100% employer match about $1,187,500 at 4% or $791,667 at 6%.
CAPITAL FINANCIAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN-5$6,826$2,761$552iApproximate average salary by contribution assumption: employee only about $13,805 at 4% or $9,203 at 6%; with 50% employer match about $9,203 at 4% or $6,136 at 6%; with 100% employer match about $6,903 at 4% or $4,602 at 6%.
201223$1,288,159$4,065$1,355iApproximate average salary by contribution assumption: employee only about $33,875 at 4% or $22,583 at 6%; with 50% employer match about $22,583 at 4% or $15,056 at 6%; with 100% employer match about $16,938 at 4% or $11,292 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-3$1,284,094--
CAPITAL FINANCIAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN-2$4,065$4,065$2,033iApproximate average salary by contribution assumption: employee only about $50,813 at 4% or $33,875 at 6%; with 50% employer match about $33,875 at 4% or $22,583 at 6%; with 100% employer match about $25,406 at 4% or $16,938 at 6%.
201113$1,384,586$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-3$1,384,586--
201012$1,348,533$104,910$52,455iApproximate average salary by contribution assumption: employee only about $1,311,375 at 4% or $874,250 at 6%; with 50% employer match about $874,250 at 4% or $582,833 at 6%; with 100% employer match about $655,688 at 4% or $437,125 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-2$1,348,533$104,910$52,455iApproximate average salary by contribution assumption: employee only about $1,311,375 at 4% or $874,250 at 6%; with 50% employer match about $874,250 at 4% or $582,833 at 6%; with 100% employer match about $655,688 at 4% or $437,125 at 6%.
200912$1,181,459$180,604$90,302iApproximate average salary by contribution assumption: employee only about $2,257,550 at 4% or $1,505,033 at 6%; with 50% employer match about $1,505,033 at 4% or $1,003,356 at 6%; with 100% employer match about $1,128,775 at 4% or $752,517 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-2$1,181,459$180,604$90,302iApproximate average salary by contribution assumption: employee only about $2,257,550 at 4% or $1,505,033 at 6%; with 50% employer match about $1,505,033 at 4% or $1,003,356 at 6%; with 100% employer match about $1,128,775 at 4% or $752,517 at 6%.
200812$0$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-2---
200711$0$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-1---
200612$716,578$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-2$716,578$100,000$50,000iApproximate average salary by contribution assumption: employee only about $1,250,000 at 4% or $833,333 at 6%; with 50% employer match about $833,333 at 4% or $555,556 at 6%; with 100% employer match about $625,000 at 4% or $416,667 at 6%.
200511$577,706$155,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$577,706$155,000$155,000iApproximate average salary by contribution assumption: employee only about $3,875,000 at 4% or $2,583,333 at 6%; with 50% employer match about $2,583,333 at 4% or $1,722,222 at 6%; with 100% employer match about $1,937,500 at 4% or $1,291,667 at 6%.
200413$426,558$119,225$39,742iApproximate average salary by contribution assumption: employee only about $993,542 at 4% or $662,361 at 6%; with 50% employer match about $662,361 at 4% or $441,574 at 6%; with 100% employer match about $496,771 at 4% or $331,181 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-3$426,558$119,225$39,742iApproximate average salary by contribution assumption: employee only about $993,542 at 4% or $662,361 at 6%; with 50% employer match about $662,361 at 4% or $441,574 at 6%; with 100% employer match about $496,771 at 4% or $331,181 at 6%.
200311$297,900$89,327$89,327iApproximate average salary by contribution assumption: employee only about $2,233,175 at 4% or $1,488,783 at 6%; with 50% employer match about $1,488,783 at 4% or $992,522 at 6%; with 100% employer match about $1,116,588 at 4% or $744,392 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-1$297,900$89,327$89,327iApproximate average salary by contribution assumption: employee only about $2,233,175 at 4% or $1,488,783 at 6%; with 50% employer match about $1,488,783 at 4% or $992,522 at 6%; with 100% employer match about $1,116,588 at 4% or $744,392 at 6%.
200212$207,128$98,353$49,177iApproximate average salary by contribution assumption: employee only about $1,229,413 at 4% or $819,608 at 6%; with 50% employer match about $819,608 at 4% or $546,406 at 6%; with 100% employer match about $614,706 at 4% or $409,804 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-2$207,128$98,353$49,177iApproximate average salary by contribution assumption: employee only about $1,229,413 at 4% or $819,608 at 6%; with 50% employer match about $819,608 at 4% or $546,406 at 6%; with 100% employer match about $614,706 at 4% or $409,804 at 6%.
200112$0$0-
Capital Financial Management Ltd. Defined Benefit Pension Plan-2---
200012$55,238$55,238$27,619iApproximate average salary by contribution assumption: employee only about $690,475 at 4% or $460,317 at 6%; with 50% employer match about $460,317 at 4% or $306,878 at 6%; with 100% employer match about $345,238 at 4% or $230,158 at 6%.
Capital Financial Management Ltd. Defined Benefit Pension Plan-2$55,238$55,238$27,619iApproximate average salary by contribution assumption: employee only about $690,475 at 4% or $460,317 at 6%; with 50% employer match about $460,317 at 4% or $306,878 at 6%; with 100% employer match about $345,238 at 4% or $230,158 at 6%.