Civic Intelligence

Cape Star Financial

Plan context: Cape Star Financial Profit Sharing Plan

EIN 95-3268223 • Aliso Viejo, CA • 31 filings • 4 plans

120 Vantis, Suite 400Aliso Viejo, CA 92656
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$367,945

2016 Contributions

$4,843

Historical Graphs

Total Assets Over Time

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

$629,758$314,879$0199920092015YearValue
$367,945Latest year 2015

Participants Over Time

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

320199920072015YearValue
3Latest year 2015

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
201610$0$4,843-
Cape Star Financial Profit Sharing Plan-0$0$4,843-
201513$367,945$56,406$18,802iApproximate average salary by contribution assumption: employee only about $470,050 at 4% or $313,367 at 6%; with 50% employer match about $313,367 at 4% or $208,911 at 6%; with 100% employer match about $235,025 at 4% or $156,683 at 6%.
Cape Star Financial Profit Sharing Plan-3$367,945$56,406$18,802iApproximate average salary by contribution assumption: employee only about $470,050 at 4% or $313,367 at 6%; with 50% employer match about $313,367 at 4% or $208,911 at 6%; with 100% employer match about $235,025 at 4% or $156,683 at 6%.
201413$482,787$47,247$15,749iApproximate average salary by contribution assumption: employee only about $393,725 at 4% or $262,483 at 6%; with 50% employer match about $262,483 at 4% or $174,989 at 6%; with 100% employer match about $196,863 at 4% or $131,242 at 6%.
Cape Star Financial Profit Sharing Plan-3$482,787$47,247$15,749iApproximate average salary by contribution assumption: employee only about $393,725 at 4% or $262,483 at 6%; with 50% employer match about $262,483 at 4% or $174,989 at 6%; with 100% employer match about $196,863 at 4% or $131,242 at 6%.
201313$482,823$52,585$17,528iApproximate average salary by contribution assumption: employee only about $438,208 at 4% or $292,139 at 6%; with 50% employer match about $292,139 at 4% or $194,759 at 6%; with 100% employer match about $219,104 at 4% or $146,069 at 6%.
Cape Star Financial Profit Sharing Plan-3$482,823$52,585$17,528iApproximate average salary by contribution assumption: employee only about $438,208 at 4% or $292,139 at 6%; with 50% employer match about $292,139 at 4% or $194,759 at 6%; with 100% employer match about $219,104 at 4% or $146,069 at 6%.
201223$375,660$34,714$11,571iApproximate average salary by contribution assumption: employee only about $289,283 at 4% or $192,856 at 6%; with 50% employer match about $192,856 at 4% or $128,570 at 6%; with 100% employer match about $144,642 at 4% or $96,428 at 6%.
Cape Star Financial Profit Sharing Plan-3$375,660$34,714$11,571iApproximate average salary by contribution assumption: employee only about $289,283 at 4% or $192,856 at 6%; with 50% employer match about $192,856 at 4% or $128,570 at 6%; with 100% employer match about $144,642 at 4% or $96,428 at 6%.
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-0$0$0-
201123$629,758$72,625$24,208iApproximate average salary by contribution assumption: employee only about $605,208 at 4% or $403,472 at 6%; with 50% employer match about $403,472 at 4% or $268,981 at 6%; with 100% employer match about $302,604 at 4% or $201,736 at 6%.
Cape Star Financial Profit Sharing Plan-2$320,644$62,767$31,384iApproximate average salary by contribution assumption: employee only about $784,588 at 4% or $523,058 at 6%; with 50% employer match about $523,058 at 4% or $348,706 at 6%; with 100% employer match about $392,294 at 4% or $261,529 at 6%.
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-3$309,114$9,858$3,286iApproximate average salary by contribution assumption: employee only about $82,150 at 4% or $54,767 at 6%; with 50% employer match about $54,767 at 4% or $36,511 at 6%; with 100% employer match about $41,075 at 4% or $27,383 at 6%.
201023$556,711$42,435$14,145iApproximate average salary by contribution assumption: employee only about $353,625 at 4% or $235,750 at 6%; with 50% employer match about $235,750 at 4% or $157,167 at 6%; with 100% employer match about $176,813 at 4% or $117,875 at 6%.
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-3$300,359$1,508$503iApproximate average salary by contribution assumption: employee only about $12,567 at 4% or $8,378 at 6%; with 50% employer match about $8,378 at 4% or $5,585 at 6%; with 100% employer match about $6,283 at 4% or $4,189 at 6%.
Cape Star Financial Profit Sharing Plan-3$256,352$40,927$13,642iApproximate average salary by contribution assumption: employee only about $341,058 at 4% or $227,372 at 6%; with 50% employer match about $227,372 at 4% or $151,581 at 6%; with 100% employer match about $170,529 at 4% or $113,686 at 6%.
200923$442,743$66,800$22,267iApproximate average salary by contribution assumption: employee only about $556,667 at 4% or $371,111 at 6%; with 50% employer match about $371,111 at 4% or $247,407 at 6%; with 100% employer match about $278,333 at 4% or $185,556 at 6%.
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-3$267,382$37,292$12,431iApproximate average salary by contribution assumption: employee only about $310,767 at 4% or $207,178 at 6%; with 50% employer match about $207,178 at 4% or $138,119 at 6%; with 100% employer match about $155,383 at 4% or $103,589 at 6%.
Cape Star Financial Profit Sharing Plan-3$175,361$29,508$9,836iApproximate average salary by contribution assumption: employee only about $245,900 at 4% or $163,933 at 6%; with 50% employer match about $163,933 at 4% or $109,289 at 6%; with 100% employer match about $122,950 at 4% or $81,967 at 6%.
200823$0$0-
Cape Star Financial Profit Sharing Plan-3---
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-3---
200723$0$0-
Cape Star Financial Profit Sharing Plan-3---
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-3---
200623$370,756$174,947$58,316iApproximate average salary by contribution assumption: employee only about $1,457,892 at 4% or $971,928 at 6%; with 50% employer match about $971,928 at 4% or $647,952 at 6%; with 100% employer match about $728,946 at 4% or $485,964 at 6%.
Cape Star Financial Profit Sharing Plan-3$195,809--
CAPE STAR COMPANY DEFINED BENEFIT PENSION PLAN-3$174,947$174,947$58,316iApproximate average salary by contribution assumption: employee only about $1,457,892 at 4% or $971,928 at 6%; with 50% employer match about $971,928 at 4% or $647,952 at 6%; with 100% employer match about $728,946 at 4% or $485,964 at 6%.
200513$210,619$30,000$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%.
Cape Star Financial Profit Sharing Plan-3$210,619$30,000$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%.
200423$168,359$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Cape Star Financial Profit Sharing Plan-3$168,359$15,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Cape Star Financial Money Purchase Pension Plan-0---
200322$135,322$0-
Cape Star Financial Profit Sharing Plan-2$78,593--
Cape Star Financial Money Purchase Pension Plan-2$56,729--
200222$100,237$9,263$4,632iApproximate average salary by contribution assumption: employee only about $115,788 at 4% or $77,192 at 6%; with 50% employer match about $77,192 at 4% or $51,461 at 6%; with 100% employer match about $57,894 at 4% or $38,596 at 6%.
Cape Star Financial Money Purchase Pension Plan-2$78,951$9,263$4,632iApproximate average salary by contribution assumption: employee only about $115,788 at 4% or $77,192 at 6%; with 50% employer match about $77,192 at 4% or $51,461 at 6%; with 100% employer match about $57,894 at 4% or $38,596 at 6%.
Cape Star Financial Profit Sharing Plan-2$21,286--
200122$0$0-
Cape Star Financial Profit Sharing Plan-2---
Cape Star Financial Money Purchase Pension Plan-2---
200022$0$0-
Cape Star Financial Profit Sharing Plan-2---
Cape Star Financial Money Purchase Pension Plan-2---
199922$115,030$15,720$7,860iApproximate average salary by contribution assumption: employee only about $196,500 at 4% or $131,000 at 6%; with 50% employer match about $131,000 at 4% or $87,333 at 6%; with 100% employer match about $98,250 at 4% or $65,500 at 6%.
Cape Star Financial Money Purchase Pension Plan-2$106,676$14,267$7,134iApproximate average salary by contribution assumption: employee only about $178,338 at 4% or $118,892 at 6%; with 50% employer match about $118,892 at 4% or $79,261 at 6%; with 100% employer match about $89,169 at 4% or $59,446 at 6%.
Cape Star Financial Profit Sharing Plan-2$8,354$1,453$727iApproximate average salary by contribution assumption: employee only about $18,163 at 4% or $12,108 at 6%; with 50% employer match about $12,108 at 4% or $8,072 at 6%; with 100% employer match about $9,081 at 4% or $6,054 at 6%.