Waypoint Wealth Partners
Plan context: Waypoint Wealth Partners LLC 401 K Profit Sharing Plan Trust
EIN 20-1317317 • San Francisco, CA • 4 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
8
2016 Assets
$826,780
2016 Contributions
$221,017
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2016 | 1 | 8 | $826,780 | $221,017 | $27,627iApproximate average salary by contribution assumption: employee only about $690,678 at 4% or $460,452 at 6%; with 50% employer match about $460,452 at 4% or $306,968 at 6%; with 100% employer match about $345,339 at 4% or $230,226 at 6%. |
| Waypoint Wealth Partners LLC 401 K Profit Sharing Plan Trust | - | 8 | $826,780 | $221,017 | $27,627iApproximate average salary by contribution assumption: employee only about $690,678 at 4% or $460,452 at 6%; with 50% employer match about $460,452 at 4% or $306,968 at 6%; with 100% employer match about $345,339 at 4% or $230,226 at 6%. |
| 2015 | 1 | 6 | $558,965 | $509,097 | $84,850iApproximate average salary by contribution assumption: employee only about $2,121,238 at 4% or $1,414,158 at 6%; with 50% employer match about $1,414,158 at 4% or $942,772 at 6%; with 100% employer match about $1,060,619 at 4% or $707,079 at 6%. |
| Waypoint Wealth Partners LLC 401 K Profit Sharing Plan Trust | - | 6 | $558,965 | $509,097 | $84,850iApproximate average salary by contribution assumption: employee only about $2,121,238 at 4% or $1,414,158 at 6%; with 50% employer match about $1,414,158 at 4% or $942,772 at 6%; with 100% employer match about $1,060,619 at 4% or $707,079 at 6%. |
| 2014 | 1 | 3 | $52,888 | $27,366 | $9,122iApproximate average salary by contribution assumption: employee only about $228,050 at 4% or $152,033 at 6%; with 50% employer match about $152,033 at 4% or $101,356 at 6%; with 100% employer match about $114,025 at 4% or $76,017 at 6%. |
| Waypoint Wealth Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $52,888 | $27,366 | $9,122iApproximate average salary by contribution assumption: employee only about $228,050 at 4% or $152,033 at 6%; with 50% employer match about $152,033 at 4% or $101,356 at 6%; with 100% employer match about $114,025 at 4% or $76,017 at 6%. |
| 2013 | 1 | 3 | $23,399 | $24,870 | $8,290iApproximate average salary by contribution assumption: employee only about $207,250 at 4% or $138,167 at 6%; with 50% employer match about $138,167 at 4% or $92,111 at 6%; with 100% employer match about $103,625 at 4% or $69,083 at 6%. |
| Waypoint Wealth Partners LLC 401 K Profit Sharing Plan Trust | - | 3 | $23,399 | $24,870 | $8,290iApproximate average salary by contribution assumption: employee only about $207,250 at 4% or $138,167 at 6%; with 50% employer match about $138,167 at 4% or $92,111 at 6%; with 100% employer match about $103,625 at 4% or $69,083 at 6%. |