Capital Aspects LLC
Plan context: CAPITAL ASPECTS, LLC PROFIT SHARING PLAN
EIN 85-0445063 • Albuquerque, NM • 31 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
3
2024 Assets
$2,678,291
2024 Contributions
$441,096
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 3 | $2,678,291 | $441,096 | $147,032iApproximate average salary by contribution assumption: employee only about $3,675,800 at 4% or $2,450,533 at 6%; with 50% employer match about $2,450,533 at 4% or $1,633,689 at 6%; with 100% employer match about $1,837,900 at 4% or $1,225,267 at 6%. |
| CAPITAL ASPECTS, LLC PROFIT SHARING PLAN | - | 3 | $1,612,265 | $88,862 | $29,621iApproximate average salary by contribution assumption: employee only about $740,517 at 4% or $493,678 at 6%; with 50% employer match about $493,678 at 4% or $329,119 at 6%; with 100% employer match about $370,258 at 4% or $246,839 at 6%. |
| Capital Aspects LLC Cash Balance Plan | - | 3 | $1,066,026 | $352,234 | $117,411iApproximate average salary by contribution assumption: employee only about $2,935,283 at 4% or $1,956,856 at 6%; with 50% employer match about $1,956,856 at 4% or $1,304,570 at 6%; with 100% employer match about $1,467,642 at 4% or $978,428 at 6%. |
| 2023 | 2 | 6 | $2,117,882 | $430,371 | $71,729iApproximate average salary by contribution assumption: employee only about $1,793,213 at 4% or $1,195,475 at 6%; with 50% employer match about $1,195,475 at 4% or $796,983 at 6%; with 100% employer match about $896,606 at 4% or $597,738 at 6%. |
| CAPITAL ASPECTS, LLC PROFIT SHARING PLAN | - | 6 | $1,491,147 | $87,371 | $14,562iApproximate average salary by contribution assumption: employee only about $364,046 at 4% or $242,697 at 6%; with 50% employer match about $242,697 at 4% or $161,798 at 6%; with 100% employer match about $182,023 at 4% or $121,349 at 6%. |
| Capital Aspects LLC Cash Balance Plan | - | 3 | $626,735 | $343,000 | $114,333iApproximate average salary by contribution assumption: employee only about $2,858,333 at 4% or $1,905,556 at 6%; with 50% employer match about $1,905,556 at 4% or $1,270,370 at 6%; with 100% employer match about $1,429,167 at 4% or $952,778 at 6%. |
| 2021 | 1 | 6 | $1,336,251 | $69,030 | $11,505iApproximate average salary by contribution assumption: employee only about $287,625 at 4% or $191,750 at 6%; with 50% employer match about $191,750 at 4% or $127,833 at 6%; with 100% employer match about $143,813 at 4% or $95,875 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 6 | $1,336,251 | $69,030 | $11,505iApproximate average salary by contribution assumption: employee only about $287,625 at 4% or $191,750 at 6%; with 50% employer match about $191,750 at 4% or $127,833 at 6%; with 100% employer match about $143,813 at 4% or $95,875 at 6%. |
| 2020 | 1 | 6 | $1,046,284 | $85,000 | $14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 6 | $1,046,284 | $85,000 | $14,167iApproximate average salary by contribution assumption: employee only about $354,167 at 4% or $236,111 at 6%; with 50% employer match about $236,111 at 4% or $157,407 at 6%; with 100% employer match about $177,083 at 4% or $118,056 at 6%. |
| 2019 | 1 | 6 | $945,254 | $85,155 | $14,193iApproximate average salary by contribution assumption: employee only about $354,813 at 4% or $236,542 at 6%; with 50% employer match about $236,542 at 4% or $157,694 at 6%; with 100% employer match about $177,406 at 4% or $118,271 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 6 | $945,254 | $85,155 | $14,193iApproximate average salary by contribution assumption: employee only about $354,813 at 4% or $236,542 at 6%; with 50% employer match about $236,542 at 4% or $157,694 at 6%; with 100% employer match about $177,406 at 4% or $118,271 at 6%. |
| 2018 | 1 | 3 | $807,186 | $63,405 | $21,135iApproximate average salary by contribution assumption: employee only about $528,375 at 4% or $352,250 at 6%; with 50% employer match about $352,250 at 4% or $234,833 at 6%; with 100% employer match about $264,188 at 4% or $176,125 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 3 | $807,186 | $63,405 | $21,135iApproximate average salary by contribution assumption: employee only about $528,375 at 4% or $352,250 at 6%; with 50% employer match about $352,250 at 4% or $234,833 at 6%; with 100% employer match about $264,188 at 4% or $176,125 at 6%. |
| 2017 | 1 | 3 | $742,338 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 3 | $742,338 | $60,000 | $20,000iApproximate average salary by contribution assumption: employee only about $500,000 at 4% or $333,333 at 6%; with 50% employer match about $333,333 at 4% or $222,222 at 6%; with 100% employer match about $250,000 at 4% or $166,667 at 6%. |
| 2016 | 1 | 4 | $622,523 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 4 | $622,523 | $60,000 | $15,000iApproximate average salary by contribution assumption: employee only about $375,000 at 4% or $250,000 at 6%; with 50% employer match about $250,000 at 4% or $166,667 at 6%; with 100% employer match about $187,500 at 4% or $125,000 at 6%. |
| 2015 | 1 | 2 | $525,264 | $65,500 | $32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 2 | $525,264 | $65,500 | $32,750iApproximate average salary by contribution assumption: employee only about $818,750 at 4% or $545,833 at 6%; with 50% employer match about $545,833 at 4% or $363,889 at 6%; with 100% employer match about $409,375 at 4% or $272,917 at 6%. |
| 2014 | 1 | 3 | $444,976 | $0 | - |
| Capital Aspects Profit Sharing Plan | - | 3 | $444,976 | - | - |
| 2013 | 1 | 3 | $413,329 | $0 | - |
| Capital Aspects Profit Sharing Plan | - | 3 | $413,329 | - | - |
| 2012 | 1 | 4 | $389,853 | $47,125 | $11,781iApproximate average salary by contribution assumption: employee only about $294,531 at 4% or $196,354 at 6%; with 50% employer match about $196,354 at 4% or $130,903 at 6%; with 100% employer match about $147,266 at 4% or $98,177 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 4 | $389,853 | $47,125 | $11,781iApproximate average salary by contribution assumption: employee only about $294,531 at 4% or $196,354 at 6%; with 50% employer match about $196,354 at 4% or $130,903 at 6%; with 100% employer match about $147,266 at 4% or $98,177 at 6%. |
| 2011 | 1 | 4 | $323,824 | $0 | - |
| Capital Aspects Profit Sharing Plan | - | 4 | $323,824 | - | - |
| 2010 | 2 | 4 | $337,162 | $299,648 | $74,912iApproximate average salary by contribution assumption: employee only about $1,872,800 at 4% or $1,248,533 at 6%; with 50% employer match about $1,248,533 at 4% or $832,356 at 6%; with 100% employer match about $936,400 at 4% or $624,267 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 4 | $337,062 | $299,648 | $74,912iApproximate average salary by contribution assumption: employee only about $1,872,800 at 4% or $1,248,533 at 6%; with 50% employer match about $1,248,533 at 4% or $832,356 at 6%; with 100% employer match about $936,400 at 4% or $624,267 at 6%. |
| CAPITAL ASPECTS, LLC PENSION PLAN | - | 1 | $100 | $0 | - |
| 2009 | 2 | 4 | $614,167 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 4 | $336,419 | $0 | - |
| CAPITAL ASPECTS, LLC PENSION PLAN | - | 4 | $277,748 | $40,000 | $10,000iApproximate average salary by contribution assumption: employee only about $250,000 at 4% or $166,667 at 6%; with 50% employer match about $166,667 at 4% or $111,111 at 6%; with 100% employer match about $125,000 at 4% or $83,333 at 6%. |
| 2008 | 1 | 4 | $0 | $0 | - |
| CAPITAL ASPECTS, LLC PENSION PLAN | - | 4 | - | - | - |
| 2007 | 2 | 4 | $0 | $0 | - |
| Capital Aspects Profit Sharing Plan | - | 4 | - | - | - |
| CAPITAL ASPECTS, LLC PENSION PLAN | - | 4 | - | - | - |
| 2006 | 2 | 5 | $695,842 | $92,118 | $18,424iApproximate average salary by contribution assumption: employee only about $460,590 at 4% or $307,060 at 6%; with 50% employer match about $307,060 at 4% or $204,707 at 6%; with 100% employer match about $230,295 at 4% or $153,530 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 5 | $603,724 | - | - |
| CAPITAL ASPECTS, LLC PENSION PLAN | - | 5 | $92,118 | $92,118 | $18,424iApproximate average salary by contribution assumption: employee only about $460,590 at 4% or $307,060 at 6%; with 50% employer match about $307,060 at 4% or $204,707 at 6%; with 100% employer match about $230,295 at 4% or $153,530 at 6%. |
| 2005 | 1 | 5 | $532,900 | $97,014 | $19,403iApproximate average salary by contribution assumption: employee only about $485,070 at 4% or $323,380 at 6%; with 50% employer match about $323,380 at 4% or $215,587 at 6%; with 100% employer match about $242,535 at 4% or $161,690 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 5 | $532,900 | $97,014 | $19,403iApproximate average salary by contribution assumption: employee only about $485,070 at 4% or $323,380 at 6%; with 50% employer match about $323,380 at 4% or $215,587 at 6%; with 100% employer match about $242,535 at 4% or $161,690 at 6%. |
| 2004 | 1 | 5 | $402,211 | $91,929 | $18,386iApproximate average salary by contribution assumption: employee only about $459,645 at 4% or $306,430 at 6%; with 50% employer match about $306,430 at 4% or $204,287 at 6%; with 100% employer match about $229,823 at 4% or $153,215 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 5 | $402,211 | $91,929 | $18,386iApproximate average salary by contribution assumption: employee only about $459,645 at 4% or $306,430 at 6%; with 50% employer match about $306,430 at 4% or $204,287 at 6%; with 100% employer match about $229,823 at 4% or $153,215 at 6%. |
| 2003 | 1 | 4 | $256,402 | $89,002 | $22,251iApproximate average salary by contribution assumption: employee only about $556,263 at 4% or $370,842 at 6%; with 50% employer match about $370,842 at 4% or $247,228 at 6%; with 100% employer match about $278,131 at 4% or $185,421 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 4 | $256,402 | $89,002 | $22,251iApproximate average salary by contribution assumption: employee only about $556,263 at 4% or $370,842 at 6%; with 50% employer match about $370,842 at 4% or $247,228 at 6%; with 100% employer match about $278,131 at 4% or $185,421 at 6%. |
| 2002 | 1 | 0 | $153,467 | $88,601 | - |
| Capital Aspects Profit Sharing Plan | - | 0 | $153,467 | $88,601 | - |
| 2001 | 1 | 5 | $92,563 | $34,090 | $6,818iApproximate average salary by contribution assumption: employee only about $170,450 at 4% or $113,633 at 6%; with 50% employer match about $113,633 at 4% or $75,756 at 6%; with 100% employer match about $85,225 at 4% or $56,817 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 5 | $92,563 | $34,090 | $6,818iApproximate average salary by contribution assumption: employee only about $170,450 at 4% or $113,633 at 6%; with 50% employer match about $113,633 at 4% or $75,756 at 6%; with 100% employer match about $85,225 at 4% or $56,817 at 6%. |
| 2000 | 1 | 6 | $72,913 | $28,356 | $4,726iApproximate average salary by contribution assumption: employee only about $118,150 at 4% or $78,767 at 6%; with 50% employer match about $78,767 at 4% or $52,511 at 6%; with 100% employer match about $59,075 at 4% or $39,383 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 6 | $72,913 | $28,356 | $4,726iApproximate average salary by contribution assumption: employee only about $118,150 at 4% or $78,767 at 6%; with 50% employer match about $78,767 at 4% or $52,511 at 6%; with 100% employer match about $59,075 at 4% or $39,383 at 6%. |
| 1999 | 1 | 4 | $64,060 | $28,207 | $7,052iApproximate average salary by contribution assumption: employee only about $176,294 at 4% or $117,529 at 6%; with 50% employer match about $117,529 at 4% or $78,353 at 6%; with 100% employer match about $88,147 at 4% or $58,765 at 6%. |
| Capital Aspects Profit Sharing Plan | - | 4 | $64,060 | $28,207 | $7,052iApproximate average salary by contribution assumption: employee only about $176,294 at 4% or $117,529 at 6%; with 50% employer match about $117,529 at 4% or $78,353 at 6%; with 100% employer match about $88,147 at 4% or $58,765 at 6%. |