Civic Intelligence

Clear Point Advisors Inc.

Plan context: Clear Point Advisors Inc. 401(K) Profit Sharing Plan

EIN 13-3990754 • Melville, NY • 14 filings • 2 plans

One Huntington Quad, Ste 1s01Melville, NY 11747
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$974,066

2025 Contributions

$84,484

Historical Graphs

Total Assets Over Time

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

$2,376,957$1,188,479$0201120182025YearValue
$974,066Latest year 2025

Participants Over Time

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

210201120182025YearValue
2Latest 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
202512$974,066$84,484$42,242iApproximate average salary by contribution assumption: employee only about $1,056,050 at 4% or $704,033 at 6%; with 50% employer match about $704,033 at 4% or $469,356 at 6%; with 100% employer match about $528,025 at 4% or $352,017 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$974,066$84,484$42,242iApproximate average salary by contribution assumption: employee only about $1,056,050 at 4% or $704,033 at 6%; with 50% employer match about $704,033 at 4% or $469,356 at 6%; with 100% employer match about $528,025 at 4% or $352,017 at 6%.
202412$821,010$75,252$37,626iApproximate average salary by contribution assumption: employee only about $940,650 at 4% or $627,100 at 6%; with 50% employer match about $627,100 at 4% or $418,067 at 6%; with 100% employer match about $470,325 at 4% or $313,550 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$821,010$75,252$37,626iApproximate average salary by contribution assumption: employee only about $940,650 at 4% or $627,100 at 6%; with 50% employer match about $627,100 at 4% or $418,067 at 6%; with 100% employer match about $470,325 at 4% or $313,550 at 6%.
202312$680,540$66,344$33,172iApproximate average salary by contribution assumption: employee only about $829,300 at 4% or $552,867 at 6%; with 50% employer match about $552,867 at 4% or $368,578 at 6%; with 100% employer match about $414,650 at 4% or $276,433 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$680,540$66,344$33,172iApproximate average salary by contribution assumption: employee only about $829,300 at 4% or $552,867 at 6%; with 50% employer match about $552,867 at 4% or $368,578 at 6%; with 100% employer match about $414,650 at 4% or $276,433 at 6%.
202212$561,150$66,650$33,325iApproximate average salary by contribution assumption: employee only about $833,125 at 4% or $555,417 at 6%; with 50% employer match about $555,417 at 4% or $370,278 at 6%; with 100% employer match about $416,563 at 4% or $277,708 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$561,150$66,650$33,325iApproximate average salary by contribution assumption: employee only about $833,125 at 4% or $555,417 at 6%; with 50% employer match about $555,417 at 4% or $370,278 at 6%; with 100% employer match about $416,563 at 4% or $277,708 at 6%.
202012$470,733$61,109$30,555iApproximate average salary by contribution assumption: employee only about $763,863 at 4% or $509,242 at 6%; with 50% employer match about $509,242 at 4% or $339,494 at 6%; with 100% employer match about $381,931 at 4% or $254,621 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$470,733$61,109$30,555iApproximate average salary by contribution assumption: employee only about $763,863 at 4% or $509,242 at 6%; with 50% employer match about $509,242 at 4% or $339,494 at 6%; with 100% employer match about $381,931 at 4% or $254,621 at 6%.
201912$364,915$63,508$31,754iApproximate average salary by contribution assumption: employee only about $793,850 at 4% or $529,233 at 6%; with 50% employer match about $529,233 at 4% or $352,822 at 6%; with 100% employer match about $396,925 at 4% or $264,617 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$364,915$63,508$31,754iApproximate average salary by contribution assumption: employee only about $793,850 at 4% or $529,233 at 6%; with 50% employer match about $529,233 at 4% or $352,822 at 6%; with 100% employer match about $396,925 at 4% or $264,617 at 6%.
201811$256,771$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-1$256,771$61,000$61,000iApproximate average salary by contribution assumption: employee only about $1,525,000 at 4% or $1,016,667 at 6%; with 50% employer match about $1,016,667 at 4% or $677,778 at 6%; with 100% employer match about $762,500 at 4% or $508,333 at 6%.
201711$216,394$60,592$60,592iApproximate average salary by contribution assumption: employee only about $1,514,800 at 4% or $1,009,867 at 6%; with 50% employer match about $1,009,867 at 4% or $673,244 at 6%; with 100% employer match about $757,400 at 4% or $504,933 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-1$216,394$60,592$60,592iApproximate average salary by contribution assumption: employee only about $1,514,800 at 4% or $1,009,867 at 6%; with 50% employer match about $1,009,867 at 4% or $673,244 at 6%; with 100% employer match about $757,400 at 4% or $504,933 at 6%.
201612$139,581$60,632$30,316iApproximate average salary by contribution assumption: employee only about $757,900 at 4% or $505,267 at 6%; with 50% employer match about $505,267 at 4% or $336,844 at 6%; with 100% employer match about $378,950 at 4% or $252,633 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$139,581$60,632$30,316iApproximate average salary by contribution assumption: employee only about $757,900 at 4% or $505,267 at 6%; with 50% employer match about $505,267 at 4% or $336,844 at 6%; with 100% employer match about $378,950 at 4% or $252,633 at 6%.
201512$60,468$60,468$30,234iApproximate average salary by contribution assumption: employee only about $755,850 at 4% or $503,900 at 6%; with 50% employer match about $503,900 at 4% or $335,933 at 6%; with 100% employer match about $377,925 at 4% or $251,950 at 6%.
Clear Point Advisors Inc. 401(K) Profit Sharing Plan-2$60,468$60,468$30,234iApproximate average salary by contribution assumption: employee only about $755,850 at 4% or $503,900 at 6%; with 50% employer match about $503,900 at 4% or $335,933 at 6%; with 100% employer match about $377,925 at 4% or $251,950 at 6%.
201410$0$0-
CLEAR POINT ADVISORS, INC. DEFINED BENEFIT PLAN-0$0$0-
201312$2,376,957$103,750$51,875iApproximate average salary by contribution assumption: employee only about $1,296,875 at 4% or $864,583 at 6%; with 50% employer match about $864,583 at 4% or $576,389 at 6%; with 100% employer match about $648,438 at 4% or $432,292 at 6%.
CLEAR POINT ADVISORS, INC. DEFINED BENEFIT PLAN-2$2,376,957$103,750$51,875iApproximate average salary by contribution assumption: employee only about $1,296,875 at 4% or $864,583 at 6%; with 50% employer match about $864,583 at 4% or $576,389 at 6%; with 100% employer match about $648,438 at 4% or $432,292 at 6%.
201212$2,207,283$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
CLEAR POINT ADVISORS, INC. DEFINED BENEFIT PLAN-2$2,207,283$150,000$75,000iApproximate average salary by contribution assumption: employee only about $1,875,000 at 4% or $1,250,000 at 6%; with 50% employer match about $1,250,000 at 4% or $833,333 at 6%; with 100% employer match about $937,500 at 4% or $625,000 at 6%.
201112$1,928,885$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.
CLEAR POINT ADVISORS, INC. DEFINED BENEFIT PLAN-2$1,928,885$160,000$80,000iApproximate average salary by contribution assumption: employee only about $2,000,000 at 4% or $1,333,333 at 6%; with 50% employer match about $1,333,333 at 4% or $888,889 at 6%; with 100% employer match about $1,000,000 at 4% or $666,667 at 6%.