Civic Intelligence

Convergepoint Inc.

Plan context: Convergepoint 401(K) P/S Plan

EIN 01-0690491 • Katy, TX • 20 filings • 2 plans

1810 Snake River RoadKaty, TX 77449
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,887,660

2025 Contributions

$116,214

Historical Graphs

Total Assets Over Time

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

$2,573,903$1,286,952$0201420202025YearValue
$1,887,660Latest year 2025

Participants Over Time

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

1470201420202025YearValue
14Latest year 2025

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
2025114$1,887,660$116,214$8,301iApproximate average salary by contribution assumption: employee only about $207,525 at 4% or $138,350 at 6%; with 50% employer match about $138,350 at 4% or $92,233 at 6%; with 100% employer match about $103,763 at 4% or $69,175 at 6%.
Convergepoint 401(K) P/S Plan-14$1,887,660$116,214$8,301iApproximate average salary by contribution assumption: employee only about $207,525 at 4% or $138,350 at 6%; with 50% employer match about $138,350 at 4% or $92,233 at 6%; with 100% employer match about $103,763 at 4% or $69,175 at 6%.
2024213$2,573,903$204,346$15,719iApproximate average salary by contribution assumption: employee only about $392,973 at 4% or $261,982 at 6%; with 50% employer match about $261,982 at 4% or $174,655 at 6%; with 100% employer match about $196,487 at 4% or $130,991 at 6%.
Convergepoint 401(K) P/S Plan-13$1,491,987$106,786$8,214iApproximate average salary by contribution assumption: employee only about $205,358 at 4% or $136,905 at 6%; with 50% employer match about $136,905 at 4% or $91,270 at 6%; with 100% employer match about $102,679 at 4% or $68,453 at 6%.
Convergepoint Cash Balance Plan-7$1,081,916$97,560$13,937iApproximate average salary by contribution assumption: employee only about $348,429 at 4% or $232,286 at 6%; with 50% employer match about $232,286 at 4% or $154,857 at 6%; with 100% employer match about $174,214 at 4% or $116,143 at 6%.
2023214$2,001,431$264,188$18,871iApproximate average salary by contribution assumption: employee only about $471,764 at 4% or $314,510 at 6%; with 50% employer match about $314,510 at 4% or $209,673 at 6%; with 100% employer match about $235,882 at 4% or $157,255 at 6%.
Convergepoint 401(K) P/S Plan-14$1,203,534$114,188$8,156iApproximate average salary by contribution assumption: employee only about $203,907 at 4% or $135,938 at 6%; with 50% employer match about $135,938 at 4% or $90,625 at 6%; with 100% employer match about $101,954 at 4% or $67,969 at 6%.
Convergepoint Cash Balance Plan-7$797,897$150,000$21,429iApproximate average salary by contribution assumption: employee only about $535,714 at 4% or $357,143 at 6%; with 50% employer match about $357,143 at 4% or $238,095 at 6%; with 100% employer match about $267,857 at 4% or $178,571 at 6%.
2022214$1,345,472$270,506$19,322iApproximate average salary by contribution assumption: employee only about $483,046 at 4% or $322,031 at 6%; with 50% employer match about $322,031 at 4% or $214,687 at 6%; with 100% employer match about $241,523 at 4% or $161,015 at 6%.
Convergepoint 401(K) P/S Plan-14$847,173$135,298$9,664iApproximate average salary by contribution assumption: employee only about $241,604 at 4% or $161,069 at 6%; with 50% employer match about $161,069 at 4% or $107,379 at 6%; with 100% employer match about $120,802 at 4% or $80,535 at 6%.
Convergepoint Cash Balance Plan-5$498,299$135,208$27,042iApproximate average salary by contribution assumption: employee only about $676,040 at 4% or $450,693 at 6%; with 50% employer match about $450,693 at 4% or $300,462 at 6%; with 100% employer match about $338,020 at 4% or $225,347 at 6%.
2021213$1,424,650$230,848$17,758iApproximate average salary by contribution assumption: employee only about $443,938 at 4% or $295,959 at 6%; with 50% employer match about $295,959 at 4% or $197,306 at 6%; with 100% employer match about $221,969 at 4% or $147,979 at 6%.
Convergepoint 401(K) P/S Plan-13$939,892$152,800$11,754iApproximate average salary by contribution assumption: employee only about $293,846 at 4% or $195,897 at 6%; with 50% employer match about $195,897 at 4% or $130,598 at 6%; with 100% employer match about $146,923 at 4% or $97,949 at 6%.
Convergepoint Cash Balance Plan-7$484,758$78,048$11,150iApproximate average salary by contribution assumption: employee only about $278,743 at 4% or $185,829 at 6%; with 50% employer match about $185,829 at 4% or $123,886 at 6%; with 100% employer match about $139,371 at 4% or $92,914 at 6%.
2020210$1,011,012$178,951$17,895iApproximate average salary by contribution assumption: employee only about $447,377 at 4% or $298,252 at 6%; with 50% employer match about $298,252 at 4% or $198,834 at 6%; with 100% employer match about $223,689 at 4% or $149,126 at 6%.
Convergepoint 401(K) P/S Plan-10$658,016$105,781$10,578iApproximate average salary by contribution assumption: employee only about $264,453 at 4% or $176,302 at 6%; with 50% employer match about $176,302 at 4% or $117,534 at 6%; with 100% employer match about $132,226 at 4% or $88,151 at 6%.
Convergepoint Cash Balance Plan-5$352,996$73,170$14,634iApproximate average salary by contribution assumption: employee only about $365,850 at 4% or $243,900 at 6%; with 50% employer match about $243,900 at 4% or $162,600 at 6%; with 100% employer match about $182,925 at 4% or $121,950 at 6%.
201929$648,866$162,878$18,098iApproximate average salary by contribution assumption: employee only about $452,439 at 4% or $301,626 at 6%; with 50% employer match about $301,626 at 4% or $201,084 at 6%; with 100% employer match about $226,219 at 4% or $150,813 at 6%.
Convergepoint 401(K) P/S Plan-9$419,365$92,960$10,329iApproximate average salary by contribution assumption: employee only about $258,222 at 4% or $172,148 at 6%; with 50% employer match about $172,148 at 4% or $114,765 at 6%; with 100% employer match about $129,111 at 4% or $86,074 at 6%.
Convergepoint Cash Balance Plan-6$229,501$69,918$11,653iApproximate average salary by contribution assumption: employee only about $291,325 at 4% or $194,217 at 6%; with 50% employer match about $194,217 at 4% or $129,478 at 6%; with 100% employer match about $145,663 at 4% or $97,108 at 6%.
201827$385,429$155,788$22,255iApproximate average salary by contribution assumption: employee only about $556,386 at 4% or $370,924 at 6%; with 50% employer match about $370,924 at 4% or $247,283 at 6%; with 100% employer match about $278,193 at 4% or $185,462 at 6%.
Convergepoint 401(K) P/S Plan-7$252,336$92,374$13,196iApproximate average salary by contribution assumption: employee only about $329,907 at 4% or $219,938 at 6%; with 50% employer match about $219,938 at 4% or $146,625 at 6%; with 100% employer match about $164,954 at 4% or $109,969 at 6%.
Convergepoint Cash Balance Plan-4$133,093$63,414$15,854iApproximate average salary by contribution assumption: employee only about $396,338 at 4% or $264,225 at 6%; with 50% employer match about $264,225 at 4% or $176,150 at 6%; with 100% employer match about $198,169 at 4% or $132,113 at 6%.
201728$264,758$124,550$15,569iApproximate average salary by contribution assumption: employee only about $389,219 at 4% or $259,479 at 6%; with 50% employer match about $259,479 at 4% or $172,986 at 6%; with 100% employer match about $194,609 at 4% or $129,740 at 6%.
Convergepoint 401(K) P/S Plan-8$186,710$46,502$5,813iApproximate average salary by contribution assumption: employee only about $145,319 at 4% or $96,879 at 6%; with 50% employer match about $96,879 at 4% or $64,586 at 6%; with 100% employer match about $72,659 at 4% or $48,440 at 6%.
Convergepoint Cash Balance Plan-4$78,048$78,048$19,512iApproximate average salary by contribution assumption: employee only about $487,800 at 4% or $325,200 at 6%; with 50% employer match about $325,200 at 4% or $216,800 at 6%; with 100% employer match about $243,900 at 4% or $162,600 at 6%.
201614$112,673$35,699$8,925iApproximate average salary by contribution assumption: employee only about $223,119 at 4% or $148,746 at 6%; with 50% employer match about $148,746 at 4% or $99,164 at 6%; with 100% employer match about $111,559 at 4% or $74,373 at 6%.
Convergepoint 401(K) P/S Plan-4$112,673$35,699$8,925iApproximate average salary by contribution assumption: employee only about $223,119 at 4% or $148,746 at 6%; with 50% employer match about $148,746 at 4% or $99,164 at 6%; with 100% employer match about $111,559 at 4% or $74,373 at 6%.
201515$67,737$42,605$8,521iApproximate average salary by contribution assumption: employee only about $213,025 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,008 at 6%.
Convergepoint 401(K) P/S Plan-5$67,737$42,605$8,521iApproximate average salary by contribution assumption: employee only about $213,025 at 4% or $142,017 at 6%; with 50% employer match about $142,017 at 4% or $94,678 at 6%; with 100% employer match about $106,513 at 4% or $71,008 at 6%.
201413$26,536$26,146$8,715iApproximate average salary by contribution assumption: employee only about $217,883 at 4% or $145,256 at 6%; with 50% employer match about $145,256 at 4% or $96,837 at 6%; with 100% employer match about $108,942 at 4% or $72,628 at 6%.
Convergepoint 401(K) P/S Plan-3$26,536$26,146$8,715iApproximate average salary by contribution assumption: employee only about $217,883 at 4% or $145,256 at 6%; with 50% employer match about $145,256 at 4% or $96,837 at 6%; with 100% employer match about $108,942 at 4% or $72,628 at 6%.