CAPITAL INVESTMENT ADVISORS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAPITAL INVESTMENT ADVISORS 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : CAPITAL INVESTMENT ADVISORS 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-10-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-01 | 1833105 |
| Net assets as of the end of the plan year | 2025-10-01 | 16632901 |
| Total assets as of the beginning of the plan year | 2025-10-01 | 13845633 |
| Value of plan covered by a fidelity bond | 2025-10-01 | 2000000 |
| Participant contributions to plan in this plan year | 2025-10-01 | 1178100 |
| Value of participant loans at end of plan year | 2025-10-01 | 151917 |
| Other expenses paid from plan in this plan year | 2025-10-01 | 0 |
| Other contributions to plan in this plan year | 2025-10-01 | 99875 |
| Other income to plan in this plan year | 2025-10-01 | 2844182 |
| Plan net income in this plan year | 2025-10-01 | 2787268 |
| Net assets as of the end of the plan year | 2025-10-01 | 16632901 |
| Net assets as of the beginning of the plan year | 2025-10-01 | 13845633 |
| Value of contributions failed to transmitted timely | 2025-10-01 | 23000 |
| Employer contributions to plan in this plan year | 2025-10-01 | 498216 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-01 | 36792 |
| 2024 : CAPITAL INVESTMENT ADVISORS 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-10-03 | 0 |
| Total expenses incurred by plan in this plan year | 2024-10-03 | 58963 |
| Net assets as of the end of the plan year | 2024-10-03 | 13845633 |
| Total assets as of the beginning of the plan year | 2024-10-03 | 10070387 |
| Value of plan covered by a fidelity bond | 2024-10-03 | 2000000 |
| Participant contributions to plan in this plan year | 2024-10-03 | 958772 |
| Value of participant loans at end of plan year | 2024-10-03 | 78349 |
| Other expenses paid from plan in this plan year | 2024-10-03 | 34690 |
| Other contributions to plan in this plan year | 2024-10-03 | 62640 |
| Other income to plan in this plan year | 2024-10-03 | 2368950 |
| Plan net income in this plan year | 2024-10-03 | 3775246 |
| Net assets as of the end of the plan year | 2024-10-03 | 13845633 |
| Net assets as of the beginning of the plan year | 2024-10-03 | 10070387 |
| Employer contributions to plan in this plan year | 2024-10-03 | 443847 |
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