Civic Intelligence

Caplan and Earnest LLC

Plan context: Caplan and Earnest LLC 401K Plan

EIN 84-1291084 • Boulder, CO • 26 filings • 5 plans

3107 Iris Ave, Ste 100Boulder, CO 80301
Current Snapshot

Latest Year

2024

2024 Participants

68

2024 Assets

$13,453,476

2024 Contributions

$869,446

Historical Graphs

Total Assets Over Time

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

$13,453,476$6,726,738$0199920132024YearValue
$13,453,476Latest year 2024

Participants Over Time

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

78390199920122024YearValue
68Latest 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
2024168$13,453,476$869,446$12,786iApproximate average salary by contribution assumption: employee only about $319,649 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,066 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
Caplan and Earnest LLC 401K Plan-68$13,453,476$869,446$12,786iApproximate average salary by contribution assumption: employee only about $319,649 at 4% or $213,100 at 6%; with 50% employer match about $213,100 at 4% or $142,066 at 6%; with 100% employer match about $159,825 at 4% or $106,550 at 6%.
2023178$11,796,337$905,286$11,606iApproximate average salary by contribution assumption: employee only about $290,156 at 4% or $193,437 at 6%; with 50% employer match about $193,437 at 4% or $128,958 at 6%; with 100% employer match about $145,078 at 4% or $96,719 at 6%.
Caplan and Earnest LLC 401K Plan-78$11,796,337$905,286$11,606iApproximate average salary by contribution assumption: employee only about $290,156 at 4% or $193,437 at 6%; with 50% employer match about $193,437 at 4% or $128,958 at 6%; with 100% employer match about $145,078 at 4% or $96,719 at 6%.
2022175$9,616,671$878,080$11,708iApproximate average salary by contribution assumption: employee only about $292,693 at 4% or $195,129 at 6%; with 50% employer match about $195,129 at 4% or $130,086 at 6%; with 100% employer match about $146,347 at 4% or $97,564 at 6%.
Caplan and Earnest LLC 401K Plan-75$9,616,671$878,080$11,708iApproximate average salary by contribution assumption: employee only about $292,693 at 4% or $195,129 at 6%; with 50% employer match about $195,129 at 4% or $130,086 at 6%; with 100% employer match about $146,347 at 4% or $97,564 at 6%.
2021169$13,357,921$764,045$11,073iApproximate average salary by contribution assumption: employee only about $276,828 at 4% or $184,552 at 6%; with 50% employer match about $184,552 at 4% or $123,035 at 6%; with 100% employer match about $138,414 at 4% or $92,276 at 6%.
Caplan and Earnest LLC 401K Plan-69$13,357,921$764,045$11,073iApproximate average salary by contribution assumption: employee only about $276,828 at 4% or $184,552 at 6%; with 50% employer match about $184,552 at 4% or $123,035 at 6%; with 100% employer match about $138,414 at 4% or $92,276 at 6%.
2020157$11,412,637$2,189,691$38,416iApproximate average salary by contribution assumption: employee only about $960,391 at 4% or $640,261 at 6%; with 50% employer match about $640,261 at 4% or $426,840 at 6%; with 100% employer match about $480,195 at 4% or $320,130 at 6%.
Caplan and Earnest LLC 401K Plan-57$11,412,637$2,189,691$38,416iApproximate average salary by contribution assumption: employee only about $960,391 at 4% or $640,261 at 6%; with 50% employer match about $640,261 at 4% or $426,840 at 6%; with 100% employer match about $480,195 at 4% or $320,130 at 6%.
2019155$7,970,258$686,617$12,484iApproximate average salary by contribution assumption: employee only about $312,099 at 4% or $208,066 at 6%; with 50% employer match about $208,066 at 4% or $138,711 at 6%; with 100% employer match about $156,049 at 4% or $104,033 at 6%.
Caplan and Earnest LLC 401K Plan-55$7,970,258$686,617$12,484iApproximate average salary by contribution assumption: employee only about $312,099 at 4% or $208,066 at 6%; with 50% employer match about $208,066 at 4% or $138,711 at 6%; with 100% employer match about $156,049 at 4% or $104,033 at 6%.
2018152$6,078,122$665,836$12,805iApproximate average salary by contribution assumption: employee only about $320,113 at 4% or $213,409 at 6%; with 50% employer match about $213,409 at 4% or $142,273 at 6%; with 100% employer match about $160,057 at 4% or $106,704 at 6%.
Caplan and Earnest LLC 401K Plan-52$6,078,122$665,836$12,805iApproximate average salary by contribution assumption: employee only about $320,113 at 4% or $213,409 at 6%; with 50% employer match about $213,409 at 4% or $142,273 at 6%; with 100% employer match about $160,057 at 4% or $106,704 at 6%.
2017150$7,153,507$451,016$9,020iApproximate average salary by contribution assumption: employee only about $225,508 at 4% or $150,339 at 6%; with 50% employer match about $150,339 at 4% or $100,226 at 6%; with 100% employer match about $112,754 at 4% or $75,169 at 6%.
Caplan and Earnest LLC 401K Plan-50$7,153,507$451,016$9,020iApproximate average salary by contribution assumption: employee only about $225,508 at 4% or $150,339 at 6%; with 50% employer match about $150,339 at 4% or $100,226 at 6%; with 100% employer match about $112,754 at 4% or $75,169 at 6%.
2016149$7,365,044$452,390$9,232iApproximate average salary by contribution assumption: employee only about $230,811 at 4% or $153,874 at 6%; with 50% employer match about $153,874 at 4% or $102,583 at 6%; with 100% employer match about $115,406 at 4% or $76,937 at 6%.
Caplan and Earnest LLC 401K Plan-49$7,365,044$452,390$9,232iApproximate average salary by contribution assumption: employee only about $230,811 at 4% or $153,874 at 6%; with 50% employer match about $153,874 at 4% or $102,583 at 6%; with 100% employer match about $115,406 at 4% or $76,937 at 6%.
2015150$7,704,033$730,090$14,602iApproximate average salary by contribution assumption: employee only about $365,045 at 4% or $243,363 at 6%; with 50% employer match about $243,363 at 4% or $162,242 at 6%; with 100% employer match about $182,523 at 4% or $121,682 at 6%.
Caplan and Earnest LLC 401K Plan-50$7,704,033$730,090$14,602iApproximate average salary by contribution assumption: employee only about $365,045 at 4% or $243,363 at 6%; with 50% employer match about $243,363 at 4% or $162,242 at 6%; with 100% employer match about $182,523 at 4% or $121,682 at 6%.
2014153$7,637,009$322,800$6,091iApproximate average salary by contribution assumption: employee only about $152,264 at 4% or $101,509 at 6%; with 50% employer match about $101,509 at 4% or $67,673 at 6%; with 100% employer match about $76,132 at 4% or $50,755 at 6%.
Caplan and Earnest LLC 401K Plan-53$7,637,009$322,800$6,091iApproximate average salary by contribution assumption: employee only about $152,264 at 4% or $101,509 at 6%; with 50% employer match about $101,509 at 4% or $67,673 at 6%; with 100% employer match about $76,132 at 4% or $50,755 at 6%.
2013154$6,906,262$353,664$6,549iApproximate average salary by contribution assumption: employee only about $163,733 at 4% or $109,156 at 6%; with 50% employer match about $109,156 at 4% or $72,770 at 6%; with 100% employer match about $81,867 at 4% or $54,578 at 6%.
Caplan and Earnest LLC 401K Plan-54$6,906,262$353,664$6,549iApproximate average salary by contribution assumption: employee only about $163,733 at 4% or $109,156 at 6%; with 50% employer match about $109,156 at 4% or $72,770 at 6%; with 100% employer match about $81,867 at 4% or $54,578 at 6%.
2012154$7,058,047$416,921$7,721iApproximate average salary by contribution assumption: employee only about $193,019 at 4% or $128,679 at 6%; with 50% employer match about $128,679 at 4% or $85,786 at 6%; with 100% employer match about $96,509 at 4% or $64,340 at 6%.
Caplan and Earnest LLC 401K Plan-54$7,058,047$416,921$7,721iApproximate average salary by contribution assumption: employee only about $193,019 at 4% or $128,679 at 6%; with 50% employer match about $128,679 at 4% or $85,786 at 6%; with 100% employer match about $96,509 at 4% or $64,340 at 6%.
2011151$6,396,418$599,489$11,755iApproximate average salary by contribution assumption: employee only about $293,867 at 4% or $195,911 at 6%; with 50% employer match about $195,911 at 4% or $130,608 at 6%; with 100% employer match about $146,934 at 4% or $97,956 at 6%.
Caplan and Earnest LLC 401K Plan-51$6,396,418$599,489$11,755iApproximate average salary by contribution assumption: employee only about $293,867 at 4% or $195,911 at 6%; with 50% employer match about $195,911 at 4% or $130,608 at 6%; with 100% employer match about $146,934 at 4% or $97,956 at 6%.
2010150$6,071,278$283,502$5,670iApproximate average salary by contribution assumption: employee only about $141,751 at 4% or $94,501 at 6%; with 50% employer match about $94,501 at 4% or $63,000 at 6%; with 100% employer match about $70,876 at 4% or $47,250 at 6%.
Caplan and Earnest LLC 401K Plan-50$6,071,278$283,502$5,670iApproximate average salary by contribution assumption: employee only about $141,751 at 4% or $94,501 at 6%; with 50% employer match about $94,501 at 4% or $63,000 at 6%; with 100% employer match about $70,876 at 4% or $47,250 at 6%.
2009152$6,658,780$263,258$5,063iApproximate average salary by contribution assumption: employee only about $126,566 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%.
Caplan and Earnest LLC 401K Plan-52$6,658,780$263,258$5,063iApproximate average salary by contribution assumption: employee only about $126,566 at 4% or $84,378 at 6%; with 50% employer match about $84,378 at 4% or $56,252 at 6%; with 100% employer match about $63,283 at 4% or $42,189 at 6%.
2008137$5,488,894$424,123$11,463iApproximate average salary by contribution assumption: employee only about $286,570 at 4% or $191,046 at 6%; with 50% employer match about $191,046 at 4% or $127,364 at 6%; with 100% employer match about $143,285 at 4% or $95,523 at 6%.
Caplan and Earnest LLC 401K Plan-37$5,488,894$424,123$11,463iApproximate average salary by contribution assumption: employee only about $286,570 at 4% or $191,046 at 6%; with 50% employer match about $191,046 at 4% or $127,364 at 6%; with 100% employer match about $143,285 at 4% or $95,523 at 6%.
2007135$0$0-
Caplan and Earnest LLC 401K Plan-35---
2006134$8,607,323$341,280$10,038iApproximate average salary by contribution assumption: employee only about $250,941 at 4% or $167,294 at 6%; with 50% employer match about $167,294 at 4% or $111,529 at 6%; with 100% employer match about $125,471 at 4% or $83,647 at 6%.
Caplan and Earnest LLC 401K Plan-34$8,607,323$341,280$10,038iApproximate average salary by contribution assumption: employee only about $250,941 at 4% or $167,294 at 6%; with 50% employer match about $167,294 at 4% or $111,529 at 6%; with 100% employer match about $125,471 at 4% or $83,647 at 6%.
2005139$7,752,899$323,196$8,287iApproximate average salary by contribution assumption: employee only about $207,177 at 4% or $138,118 at 6%; with 50% employer match about $138,118 at 4% or $92,079 at 6%; with 100% employer match about $103,588 at 4% or $69,059 at 6%.
Caplan and Earnest LLC 401K Plan-39$7,752,899$323,196$8,287iApproximate average salary by contribution assumption: employee only about $207,177 at 4% or $138,118 at 6%; with 50% employer match about $138,118 at 4% or $92,079 at 6%; with 100% employer match about $103,588 at 4% or $69,059 at 6%.
2004141$7,102,260$245,671$5,992iApproximate average salary by contribution assumption: employee only about $149,799 at 4% or $99,866 at 6%; with 50% employer match about $99,866 at 4% or $66,578 at 6%; with 100% employer match about $74,900 at 4% or $49,933 at 6%.
Caplan and Earnest LLC 401K Plan-41$7,102,260$245,671$5,992iApproximate average salary by contribution assumption: employee only about $149,799 at 4% or $99,866 at 6%; with 50% employer match about $99,866 at 4% or $66,578 at 6%; with 100% employer match about $74,900 at 4% or $49,933 at 6%.
2003149$6,434,314$316,634$6,462iApproximate average salary by contribution assumption: employee only about $161,548 at 4% or $107,699 at 6%; with 50% employer match about $107,699 at 4% or $71,799 at 6%; with 100% employer match about $80,774 at 4% or $53,849 at 6%.
Caplan and Earnest LLC 401K Plan-49$6,434,314$316,634$6,462iApproximate average salary by contribution assumption: employee only about $161,548 at 4% or $107,699 at 6%; with 50% employer match about $107,699 at 4% or $71,799 at 6%; with 100% employer match about $80,774 at 4% or $53,849 at 6%.
2002146$5,167,873$389,857$8,475iApproximate average salary by contribution assumption: employee only about $211,879 at 4% or $141,253 at 6%; with 50% employer match about $141,253 at 4% or $94,168 at 6%; with 100% employer match about $105,939 at 4% or $70,626 at 6%.
Caplan and Earnest LLC 401K Plan-46$5,167,873$389,857$8,475iApproximate average salary by contribution assumption: employee only about $211,879 at 4% or $141,253 at 6%; with 50% employer match about $141,253 at 4% or $94,168 at 6%; with 100% employer match about $105,939 at 4% or $70,626 at 6%.
2001145$5,620,672$378,230$8,405iApproximate average salary by contribution assumption: employee only about $210,128 at 4% or $140,085 at 6%; with 50% employer match about $140,085 at 4% or $93,390 at 6%; with 100% employer match about $105,064 at 4% or $70,043 at 6%.
Caplan and Earnest LLC 401K Plan-45$5,620,672$378,230$8,405iApproximate average salary by contribution assumption: employee only about $210,128 at 4% or $140,085 at 6%; with 50% employer match about $140,085 at 4% or $93,390 at 6%; with 100% employer match about $105,064 at 4% or $70,043 at 6%.
2000143$0$0-
Caplan and Earnest LLC 401K Plan-43---
1999138$7,013,760$303,549$7,988iApproximate average salary by contribution assumption: employee only about $199,703 at 4% or $133,136 at 6%; with 50% employer match about $133,136 at 4% or $88,757 at 6%; with 100% employer match about $99,852 at 4% or $66,568 at 6%.
Caplan and Earnest LLC 401K Plan-38$7,013,760$303,549$7,988iApproximate average salary by contribution assumption: employee only about $199,703 at 4% or $133,136 at 6%; with 50% employer match about $133,136 at 4% or $88,757 at 6%; with 100% employer match about $99,852 at 4% or $66,568 at 6%.