CAPO CONSULTING
Plan context: CAPO CONSULTING 401(K) PLAN
EIN 86-1276543 • San Clemente, CA • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$82,921
2025 Contributions
$20,638
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $82,921 | $20,638 | $2,948iApproximate average salary by contribution assumption: employee only about $73,707 at 4% or $49,138 at 6%; with 50% employer match about $49,138 at 4% or $32,759 at 6%; with 100% employer match about $36,854 at 4% or $24,569 at 6%. |
| CAPO CONSULTING 401(K) PLAN | - | 7 | $82,921 | $20,638 | $2,948iApproximate average salary by contribution assumption: employee only about $73,707 at 4% or $49,138 at 6%; with 50% employer match about $49,138 at 4% or $32,759 at 6%; with 100% employer match about $36,854 at 4% or $24,569 at 6%. |
| 2024 | 1 | 7 | $51,487 | $19,102 | $2,729iApproximate average salary by contribution assumption: employee only about $68,221 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,740 at 6%. |
| CAPO CONSULTING 401(K) PLAN | - | 7 | $51,487 | $19,102 | $2,729iApproximate average salary by contribution assumption: employee only about $68,221 at 4% or $45,481 at 6%; with 50% employer match about $45,481 at 4% or $30,321 at 6%; with 100% employer match about $34,111 at 4% or $22,740 at 6%. |
| 2023 | 1 | 5 | $26,463 | $13,683 | $2,737iApproximate average salary by contribution assumption: employee only about $68,415 at 4% or $45,610 at 6%; with 50% employer match about $45,610 at 4% or $30,407 at 6%; with 100% employer match about $34,208 at 4% or $22,805 at 6%. |
| CAPO CONSULTING 401(K) PLAN | - | 5 | $26,463 | $13,683 | $2,737iApproximate average salary by contribution assumption: employee only about $68,415 at 4% or $45,610 at 6%; with 50% employer match about $45,610 at 4% or $30,407 at 6%; with 100% employer match about $34,208 at 4% or $22,805 at 6%. |
| 2022 | 1 | 5 | $11,237 | $11,449 | $2,290iApproximate average salary by contribution assumption: employee only about $57,245 at 4% or $38,163 at 6%; with 50% employer match about $38,163 at 4% or $25,442 at 6%; with 100% employer match about $28,623 at 4% or $19,082 at 6%. |
| CAPO CONSULTING 401(K) PLAN | - | 5 | $11,237 | $11,449 | $2,290iApproximate average salary by contribution assumption: employee only about $57,245 at 4% or $38,163 at 6%; with 50% employer match about $38,163 at 4% or $25,442 at 6%; with 100% employer match about $28,623 at 4% or $19,082 at 6%. |