Civic Intelligence

Capital Advantage Inc

Plan context: Capital Advantage E401K

EIN 94-3307876 • Walnut Creek, CA • 30 filings • 5 plans

1855 Olympic BoulevardSuite 300Walnut Creek, CA 94596
Current Snapshot

Latest Year

2024

2024 Participants

15

2024 Assets

$4,956,963

2024 Contributions

$259,515

Historical Graphs

Total Assets Over Time

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

$4,956,963$2,478,482$0200020132024YearValue
$4,956,963Latest year 2024

Participants Over Time

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

1580200020132024YearValue
15Latest 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
2024115$4,956,963$259,515$17,301iApproximate average salary by contribution assumption: employee only about $432,525 at 4% or $288,350 at 6%; with 50% employer match about $288,350 at 4% or $192,233 at 6%; with 100% employer match about $216,263 at 4% or $144,175 at 6%.
Capital Advantage E401K-15$4,956,963$259,515$17,301iApproximate average salary by contribution assumption: employee only about $432,525 at 4% or $288,350 at 6%; with 50% employer match about $288,350 at 4% or $192,233 at 6%; with 100% employer match about $216,263 at 4% or $144,175 at 6%.
2023114$4,346,591$270,405$19,315iApproximate average salary by contribution assumption: employee only about $482,866 at 4% or $321,911 at 6%; with 50% employer match about $321,911 at 4% or $214,607 at 6%; with 100% employer match about $241,433 at 4% or $160,955 at 6%.
Capital Advantage E401K-14$4,346,591$270,405$19,315iApproximate average salary by contribution assumption: employee only about $482,866 at 4% or $321,911 at 6%; with 50% employer match about $321,911 at 4% or $214,607 at 6%; with 100% employer match about $241,433 at 4% or $160,955 at 6%.
2022112$3,580,867$870,364$72,530iApproximate average salary by contribution assumption: employee only about $1,813,258 at 4% or $1,208,839 at 6%; with 50% employer match about $1,208,839 at 4% or $805,893 at 6%; with 100% employer match about $906,629 at 4% or $604,419 at 6%.
Capital Advantage E401K-12$3,580,867$870,364$72,530iApproximate average salary by contribution assumption: employee only about $1,813,258 at 4% or $1,208,839 at 6%; with 50% employer match about $1,208,839 at 4% or $805,893 at 6%; with 100% employer match about $906,629 at 4% or $604,419 at 6%.
2021111$3,232,656$243,662$22,151iApproximate average salary by contribution assumption: employee only about $553,777 at 4% or $369,185 at 6%; with 50% employer match about $369,185 at 4% or $246,123 at 6%; with 100% employer match about $276,889 at 4% or $184,592 at 6%.
Capital Advantage E401K-11$3,232,656$243,662$22,151iApproximate average salary by contribution assumption: employee only about $553,777 at 4% or $369,185 at 6%; with 50% employer match about $369,185 at 4% or $246,123 at 6%; with 100% employer match about $276,889 at 4% or $184,592 at 6%.
2020112$2,707,164$247,100$20,592iApproximate average salary by contribution assumption: employee only about $514,792 at 4% or $343,194 at 6%; with 50% employer match about $343,194 at 4% or $228,796 at 6%; with 100% employer match about $257,396 at 4% or $171,597 at 6%.
Capital Advantage E401K-12$2,707,164$247,100$20,592iApproximate average salary by contribution assumption: employee only about $514,792 at 4% or $343,194 at 6%; with 50% employer match about $343,194 at 4% or $228,796 at 6%; with 100% employer match about $257,396 at 4% or $171,597 at 6%.
2019111$2,164,180$218,553$19,868iApproximate average salary by contribution assumption: employee only about $496,711 at 4% or $331,141 at 6%; with 50% employer match about $331,141 at 4% or $220,761 at 6%; with 100% employer match about $248,356 at 4% or $165,570 at 6%.
Capital Advantage E401K-11$2,164,180$218,553$19,868iApproximate average salary by contribution assumption: employee only about $496,711 at 4% or $331,141 at 6%; with 50% employer match about $331,141 at 4% or $220,761 at 6%; with 100% employer match about $248,356 at 4% or $165,570 at 6%.
2018110$1,644,029$201,281$20,128iApproximate average salary by contribution assumption: employee only about $503,202 at 4% or $335,468 at 6%; with 50% employer match about $335,468 at 4% or $223,646 at 6%; with 100% employer match about $251,601 at 4% or $167,734 at 6%.
Capital Advantage E401K-10$1,644,029$201,281$20,128iApproximate average salary by contribution assumption: employee only about $503,202 at 4% or $335,468 at 6%; with 50% employer match about $335,468 at 4% or $223,646 at 6%; with 100% employer match about $251,601 at 4% or $167,734 at 6%.
2017111$1,637,361$214,856$19,532iApproximate average salary by contribution assumption: employee only about $488,309 at 4% or $325,539 at 6%; with 50% employer match about $325,539 at 4% or $217,026 at 6%; with 100% employer match about $244,155 at 4% or $162,770 at 6%.
Capital Advantage E401K-11$1,637,361$214,856$19,532iApproximate average salary by contribution assumption: employee only about $488,309 at 4% or $325,539 at 6%; with 50% employer match about $325,539 at 4% or $217,026 at 6%; with 100% employer match about $244,155 at 4% or $162,770 at 6%.
2016110$1,210,889$171,787$17,179iApproximate average salary by contribution assumption: employee only about $429,468 at 4% or $286,312 at 6%; with 50% employer match about $286,312 at 4% or $190,874 at 6%; with 100% employer match about $214,734 at 4% or $143,156 at 6%.
Capital Advantage E401K-10$1,210,889$171,787$17,179iApproximate average salary by contribution assumption: employee only about $429,468 at 4% or $286,312 at 6%; with 50% employer match about $286,312 at 4% or $190,874 at 6%; with 100% employer match about $214,734 at 4% or $143,156 at 6%.
201517$961,726$148,793$21,256iApproximate average salary by contribution assumption: employee only about $531,404 at 4% or $354,269 at 6%; with 50% employer match about $354,269 at 4% or $236,179 at 6%; with 100% employer match about $265,702 at 4% or $177,135 at 6%.
Capital Advantage E401K-7$961,726$148,793$21,256iApproximate average salary by contribution assumption: employee only about $531,404 at 4% or $354,269 at 6%; with 50% employer match about $354,269 at 4% or $236,179 at 6%; with 100% employer match about $265,702 at 4% or $177,135 at 6%.
201417$904,381$134,478$19,211iApproximate average salary by contribution assumption: employee only about $480,279 at 4% or $320,186 at 6%; with 50% employer match about $320,186 at 4% or $213,457 at 6%; with 100% employer match about $240,139 at 4% or $160,093 at 6%.
Capital Advantage E401K-7$904,381$134,478$19,211iApproximate average salary by contribution assumption: employee only about $480,279 at 4% or $320,186 at 6%; with 50% employer match about $320,186 at 4% or $213,457 at 6%; with 100% employer match about $240,139 at 4% or $160,093 at 6%.
201318$755,305$145,007$18,126iApproximate average salary by contribution assumption: employee only about $453,147 at 4% or $302,098 at 6%; with 50% employer match about $302,098 at 4% or $201,399 at 6%; with 100% employer match about $226,573 at 4% or $151,049 at 6%.
Capital Advantage E401K-8$755,305$145,007$18,126iApproximate average salary by contribution assumption: employee only about $453,147 at 4% or $302,098 at 6%; with 50% employer match about $302,098 at 4% or $201,399 at 6%; with 100% employer match about $226,573 at 4% or $151,049 at 6%.
201218$507,305$106,575$13,322iApproximate average salary by contribution assumption: employee only about $333,047 at 4% or $222,031 at 6%; with 50% employer match about $222,031 at 4% or $148,021 at 6%; with 100% employer match about $166,523 at 4% or $111,016 at 6%.
Capital Advantage E401K-8$507,305$106,575$13,322iApproximate average salary by contribution assumption: employee only about $333,047 at 4% or $222,031 at 6%; with 50% employer match about $222,031 at 4% or $148,021 at 6%; with 100% employer match about $166,523 at 4% or $111,016 at 6%.
201116$516,315$86,154$14,359iApproximate average salary by contribution assumption: employee only about $358,975 at 4% or $239,317 at 6%; with 50% employer match about $239,317 at 4% or $159,544 at 6%; with 100% employer match about $179,488 at 4% or $119,658 at 6%.
Capital Advantage E401K-6$516,315$86,154$14,359iApproximate average salary by contribution assumption: employee only about $358,975 at 4% or $239,317 at 6%; with 50% employer match about $239,317 at 4% or $159,544 at 6%; with 100% employer match about $179,488 at 4% or $119,658 at 6%.
201018$526,114$102,902$12,863iApproximate average salary by contribution assumption: employee only about $321,569 at 4% or $214,379 at 6%; with 50% employer match about $214,379 at 4% or $142,919 at 6%; with 100% employer match about $160,784 at 4% or $107,190 at 6%.
Capital Advantage E401K-8$526,114$102,902$12,863iApproximate average salary by contribution assumption: employee only about $321,569 at 4% or $214,379 at 6%; with 50% employer match about $214,379 at 4% or $142,919 at 6%; with 100% employer match about $160,784 at 4% or $107,190 at 6%.
200916$395,596$36,981$6,164iApproximate average salary by contribution assumption: employee only about $154,088 at 4% or $102,725 at 6%; with 50% employer match about $102,725 at 4% or $68,483 at 6%; with 100% employer match about $77,044 at 4% or $51,363 at 6%.
Capital Advantage E401K-6$395,596$36,981$6,164iApproximate average salary by contribution assumption: employee only about $154,088 at 4% or $102,725 at 6%; with 50% employer match about $102,725 at 4% or $68,483 at 6%; with 100% employer match about $77,044 at 4% or $51,363 at 6%.
200716$401,814$90,951$15,159iApproximate average salary by contribution assumption: employee only about $378,963 at 4% or $252,642 at 6%; with 50% employer match about $252,642 at 4% or $168,428 at 6%; with 100% employer match about $189,481 at 4% or $126,321 at 6%.
Capital Advantage E401K-6$401,814$90,951$15,159iApproximate average salary by contribution assumption: employee only about $378,963 at 4% or $252,642 at 6%; with 50% employer match about $252,642 at 4% or $168,428 at 6%; with 100% employer match about $189,481 at 4% or $126,321 at 6%.
200616$296,490$73,089$12,182iApproximate average salary by contribution assumption: employee only about $304,538 at 4% or $203,025 at 6%; with 50% employer match about $203,025 at 4% or $135,350 at 6%; with 100% employer match about $152,269 at 4% or $101,513 at 6%.
Capital Advantage E401K-6$296,490$73,089$12,182iApproximate average salary by contribution assumption: employee only about $304,538 at 4% or $203,025 at 6%; with 50% employer match about $203,025 at 4% or $135,350 at 6%; with 100% employer match about $152,269 at 4% or $101,513 at 6%.
200515$188,457$49,386$9,877iApproximate average salary by contribution assumption: employee only about $246,930 at 4% or $164,620 at 6%; with 50% employer match about $164,620 at 4% or $109,747 at 6%; with 100% employer match about $123,465 at 4% or $82,310 at 6%.
Capital Advantage E401K-5$188,457$49,386$9,877iApproximate average salary by contribution assumption: employee only about $246,930 at 4% or $164,620 at 6%; with 50% employer match about $164,620 at 4% or $109,747 at 6%; with 100% employer match about $123,465 at 4% or $82,310 at 6%.
200414$182,115$74,016$18,504iApproximate average salary by contribution assumption: employee only about $462,600 at 4% or $308,400 at 6%; with 50% employer match about $308,400 at 4% or $205,600 at 6%; with 100% employer match about $231,300 at 4% or $154,200 at 6%.
Capital Advantage E401K-4$182,115$74,016$18,504iApproximate average salary by contribution assumption: employee only about $462,600 at 4% or $308,400 at 6%; with 50% employer match about $308,400 at 4% or $205,600 at 6%; with 100% employer match about $231,300 at 4% or $154,200 at 6%.
200335$86,525$54,178$10,836iApproximate average salary by contribution assumption: employee only about $270,890 at 4% or $180,593 at 6%; with 50% employer match about $180,593 at 4% or $120,396 at 6%; with 100% employer match about $135,445 at 4% or $90,297 at 6%.
Capital Advantage E401K-5$86,525$54,178$10,836iApproximate average salary by contribution assumption: employee only about $270,890 at 4% or $180,593 at 6%; with 50% employer match about $180,593 at 4% or $120,396 at 6%; with 100% employer match about $135,445 at 4% or $90,297 at 6%.
CAPITAL ADVANTAGE INC MONEY PURCHASE PLAN-0---
CAPITAL ADVANTAGE INC PROFIT SHARING PLAN-0---
200234$75,327$21,195$5,299iApproximate average salary by contribution assumption: employee only about $132,469 at 4% or $88,313 at 6%; with 50% employer match about $88,313 at 4% or $58,875 at 6%; with 100% employer match about $66,234 at 4% or $44,156 at 6%.
CAPITAL ADVANTAGE INC PROFIT SHARING PLAN-2$28,039--
CAPITAL ADVANTAGE INC MONEY PURCHASE PLAN-2$25,843--
Capital Advantage E401K-4$21,445$21,195$5,299iApproximate average salary by contribution assumption: employee only about $132,469 at 4% or $88,313 at 6%; with 50% employer match about $88,313 at 4% or $58,875 at 6%; with 100% employer match about $66,234 at 4% or $44,156 at 6%.
200122$0$0-
CAPITAL ADVANTAGE INC PROFIT SHARING PLAN-2---
CAPITAL ADVANTAGE INC MONEY PURCHASE PLAN-2---
200022$36,805$36,525$18,263iApproximate average salary by contribution assumption: employee only about $456,563 at 4% or $304,375 at 6%; with 50% employer match about $304,375 at 4% or $202,917 at 6%; with 100% employer match about $228,281 at 4% or $152,188 at 6%.
CAPITAL ADVANTAGE INC MONEY PURCHASE PENSION PLAN-2$36,805$36,525$18,263iApproximate average salary by contribution assumption: employee only about $456,563 at 4% or $304,375 at 6%; with 50% employer match about $304,375 at 4% or $202,917 at 6%; with 100% employer match about $228,281 at 4% or $152,188 at 6%.
CAPITAL ADVANTAGE INC PROFIT SHARING PLAN-2---