Capital Advisers, Inc. at 100 E Six Forks Rd STE 250, Raleigh, Nc 27609 lists Steven Blair Wilson of Raleigh, NC and Steven B Wilson of Mtholly, NC.
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Wilson, Steven Blair,
Registered Agent
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100 E SIX FORKS RD STE 250, RALEIGH, NC 27609
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Steven Blair Wilson
President
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100 E SIX FORKS RD STE 250, RALEIGH, NC 27609
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Steven B Wilson
Secretary
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809 PIERCE AVE, MTHOLLY, NC 28120
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100 E SIX FORKS RD STE 250, RALEIGH, NC 27609
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| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 5 Assets BOY/EOY$1,679,907 / $2,269,296 | 2023 | CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 5 | $1,679,907 / $2,269,296 |
| 2022 | Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,998,421 / $1,679,907 | 2022 | CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $3,998,421 / $1,679,907 |
| 2021 | Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,182,463 / $3,998,421 | 2021 | CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $3,182,463 / $3,998,421 |
| 2020 | Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY4 / 4 Assets BOY/EOY$2,507,524 / $3,182,463 | 2020 | CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 4 / 4 | $2,507,524 / $3,182,463 |
| 2019 | Plan NameCAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY5 / 4 Assets BOY/EOY$1,852,365 / $2,507,524 | 2019 | CAPITAL ADVISERS, INC. 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 5 / 4 | $1,852,365 / $2,507,524 |
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