Strategicpoint Holdings LLC
Plan context: Strategicpoint Holdings LLC 401K Plan
EIN 20-4135819 • Providence, RI • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
14
2024 Assets
$5,212,380
2024 Contributions
$226,478
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 14 | $5,212,380 | $226,478 | $16,177iApproximate average salary by contribution assumption: employee only about $404,425 at 4% or $269,617 at 6%; with 50% employer match about $269,617 at 4% or $179,744 at 6%; with 100% employer match about $202,213 at 4% or $134,808 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 14 | $5,212,380 | $226,478 | $16,177iApproximate average salary by contribution assumption: employee only about $404,425 at 4% or $269,617 at 6%; with 50% employer match about $269,617 at 4% or $179,744 at 6%; with 100% employer match about $202,213 at 4% or $134,808 at 6%. |
| 2023 | 1 | 14 | $5,581,000 | $211,104 | $15,079iApproximate average salary by contribution assumption: employee only about $376,971 at 4% or $251,314 at 6%; with 50% employer match about $251,314 at 4% or $167,543 at 6%; with 100% employer match about $188,486 at 4% or $125,657 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 14 | $5,581,000 | $211,104 | $15,079iApproximate average salary by contribution assumption: employee only about $376,971 at 4% or $251,314 at 6%; with 50% employer match about $251,314 at 4% or $167,543 at 6%; with 100% employer match about $188,486 at 4% or $125,657 at 6%. |
| 2022 | 1 | 16 | $4,602,688 | $238,572 | $14,911iApproximate average salary by contribution assumption: employee only about $372,769 at 4% or $248,513 at 6%; with 50% employer match about $248,513 at 4% or $165,675 at 6%; with 100% employer match about $186,384 at 4% or $124,256 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $4,602,688 | $238,572 | $14,911iApproximate average salary by contribution assumption: employee only about $372,769 at 4% or $248,513 at 6%; with 50% employer match about $248,513 at 4% or $165,675 at 6%; with 100% employer match about $186,384 at 4% or $124,256 at 6%. |
| 2021 | 1 | 15 | $5,253,108 | $224,197 | $14,946iApproximate average salary by contribution assumption: employee only about $373,662 at 4% or $249,108 at 6%; with 50% employer match about $249,108 at 4% or $166,072 at 6%; with 100% employer match about $186,831 at 4% or $124,554 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 15 | $5,253,108 | $224,197 | $14,946iApproximate average salary by contribution assumption: employee only about $373,662 at 4% or $249,108 at 6%; with 50% employer match about $249,108 at 4% or $166,072 at 6%; with 100% employer match about $186,831 at 4% or $124,554 at 6%. |
| 2020 | 1 | 15 | $4,315,257 | $222,614 | $14,841iApproximate average salary by contribution assumption: employee only about $371,023 at 4% or $247,349 at 6%; with 50% employer match about $247,349 at 4% or $164,899 at 6%; with 100% employer match about $185,512 at 4% or $123,674 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 15 | $4,315,257 | $222,614 | $14,841iApproximate average salary by contribution assumption: employee only about $371,023 at 4% or $247,349 at 6%; with 50% employer match about $247,349 at 4% or $164,899 at 6%; with 100% employer match about $185,512 at 4% or $123,674 at 6%. |
| 2019 | 1 | 15 | $3,555,651 | $255,585 | $17,039iApproximate average salary by contribution assumption: employee only about $425,975 at 4% or $283,983 at 6%; with 50% employer match about $283,983 at 4% or $189,322 at 6%; with 100% employer match about $212,988 at 4% or $141,992 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 15 | $3,555,651 | $255,585 | $17,039iApproximate average salary by contribution assumption: employee only about $425,975 at 4% or $283,983 at 6%; with 50% employer match about $283,983 at 4% or $189,322 at 6%; with 100% employer match about $212,988 at 4% or $141,992 at 6%. |
| 2018 | 1 | 18 | $3,276,332 | $320,453 | $17,803iApproximate average salary by contribution assumption: employee only about $445,074 at 4% or $296,716 at 6%; with 50% employer match about $296,716 at 4% or $197,810 at 6%; with 100% employer match about $222,537 at 4% or $148,358 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 18 | $3,276,332 | $320,453 | $17,803iApproximate average salary by contribution assumption: employee only about $445,074 at 4% or $296,716 at 6%; with 50% employer match about $296,716 at 4% or $197,810 at 6%; with 100% employer match about $222,537 at 4% or $148,358 at 6%. |
| 2017 | 1 | 16 | $3,162,896 | $253,547 | $15,847iApproximate average salary by contribution assumption: employee only about $396,167 at 4% or $264,111 at 6%; with 50% employer match about $264,111 at 4% or $176,074 at 6%; with 100% employer match about $198,084 at 4% or $132,056 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $3,162,896 | $253,547 | $15,847iApproximate average salary by contribution assumption: employee only about $396,167 at 4% or $264,111 at 6%; with 50% employer match about $264,111 at 4% or $176,074 at 6%; with 100% employer match about $198,084 at 4% or $132,056 at 6%. |
| 2016 | 1 | 18 | $2,567,013 | $230,239 | $12,791iApproximate average salary by contribution assumption: employee only about $319,776 at 4% or $213,184 at 6%; with 50% employer match about $213,184 at 4% or $142,123 at 6%; with 100% employer match about $159,888 at 4% or $106,592 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 18 | $2,567,013 | $230,239 | $12,791iApproximate average salary by contribution assumption: employee only about $319,776 at 4% or $213,184 at 6%; with 50% employer match about $213,184 at 4% or $142,123 at 6%; with 100% employer match about $159,888 at 4% or $106,592 at 6%. |
| 2015 | 1 | 17 | $2,247,939 | $216,539 | $12,738iApproximate average salary by contribution assumption: employee only about $318,440 at 4% or $212,293 at 6%; with 50% employer match about $212,293 at 4% or $141,529 at 6%; with 100% employer match about $159,220 at 4% or $106,147 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 17 | $2,247,939 | $216,539 | $12,738iApproximate average salary by contribution assumption: employee only about $318,440 at 4% or $212,293 at 6%; with 50% employer match about $212,293 at 4% or $141,529 at 6%; with 100% employer match about $159,220 at 4% or $106,147 at 6%. |
| 2014 | 1 | 16 | $2,006,082 | $203,608 | $12,726iApproximate average salary by contribution assumption: employee only about $318,138 at 4% or $212,092 at 6%; with 50% employer match about $212,092 at 4% or $141,394 at 6%; with 100% employer match about $159,069 at 4% or $106,046 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $2,006,082 | $203,608 | $12,726iApproximate average salary by contribution assumption: employee only about $318,138 at 4% or $212,092 at 6%; with 50% employer match about $212,092 at 4% or $141,394 at 6%; with 100% employer match about $159,069 at 4% or $106,046 at 6%. |
| 2013 | 1 | 16 | $1,708,343 | $182,583 | $11,411iApproximate average salary by contribution assumption: employee only about $285,286 at 4% or $190,191 at 6%; with 50% employer match about $190,191 at 4% or $126,794 at 6%; with 100% employer match about $142,643 at 4% or $95,095 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $1,708,343 | $182,583 | $11,411iApproximate average salary by contribution assumption: employee only about $285,286 at 4% or $190,191 at 6%; with 50% employer match about $190,191 at 4% or $126,794 at 6%; with 100% employer match about $142,643 at 4% or $95,095 at 6%. |
| 2012 | 1 | 16 | $1,257,204 | $169,187 | $10,574iApproximate average salary by contribution assumption: employee only about $264,355 at 4% or $176,236 at 6%; with 50% employer match about $176,236 at 4% or $117,491 at 6%; with 100% employer match about $132,177 at 4% or $88,118 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $1,257,204 | $169,187 | $10,574iApproximate average salary by contribution assumption: employee only about $264,355 at 4% or $176,236 at 6%; with 50% employer match about $176,236 at 4% or $117,491 at 6%; with 100% employer match about $132,177 at 4% or $88,118 at 6%. |
| 2011 | 1 | 17 | $1,233,516 | $166,608 | $9,800iApproximate average salary by contribution assumption: employee only about $245,012 at 4% or $163,341 at 6%; with 50% employer match about $163,341 at 4% or $108,894 at 6%; with 100% employer match about $122,506 at 4% or $81,671 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 17 | $1,233,516 | $166,608 | $9,800iApproximate average salary by contribution assumption: employee only about $245,012 at 4% or $163,341 at 6%; with 50% employer match about $163,341 at 4% or $108,894 at 6%; with 100% employer match about $122,506 at 4% or $81,671 at 6%. |
| 2010 | 1 | 15 | $1,115,446 | $140,132 | $9,342iApproximate average salary by contribution assumption: employee only about $233,553 at 4% or $155,702 at 6%; with 50% employer match about $155,702 at 4% or $103,801 at 6%; with 100% employer match about $116,777 at 4% or $77,851 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 15 | $1,115,446 | $140,132 | $9,342iApproximate average salary by contribution assumption: employee only about $233,553 at 4% or $155,702 at 6%; with 50% employer match about $155,702 at 4% or $103,801 at 6%; with 100% employer match about $116,777 at 4% or $77,851 at 6%. |
| 2009 | 1 | 16 | $897,188 | $152,523 | $9,533iApproximate average salary by contribution assumption: employee only about $238,317 at 4% or $158,878 at 6%; with 50% employer match about $158,878 at 4% or $105,919 at 6%; with 100% employer match about $119,159 at 4% or $79,439 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $897,188 | $152,523 | $9,533iApproximate average salary by contribution assumption: employee only about $238,317 at 4% or $158,878 at 6%; with 50% employer match about $158,878 at 4% or $105,919 at 6%; with 100% employer match about $119,159 at 4% or $79,439 at 6%. |
| 2008 | 1 | 16 | $577,377 | $158,978 | $9,936iApproximate average salary by contribution assumption: employee only about $248,403 at 4% or $165,602 at 6%; with 50% employer match about $165,602 at 4% or $110,401 at 6%; with 100% employer match about $124,202 at 4% or $82,801 at 6%. |
| Strategicpoint Holdings LLC 401K Plan | - | 16 | $577,377 | $158,978 | $9,936iApproximate average salary by contribution assumption: employee only about $248,403 at 4% or $165,602 at 6%; with 50% employer match about $165,602 at 4% or $110,401 at 6%; with 100% employer match about $124,202 at 4% or $82,801 at 6%. |
| 2007 | 1 | 15 | $0 | $0 | - |
| Strategicpoint Holdings LLC 401K Plan | - | 15 | - | - | - |