Civic Intelligence

Cardinal Point Partners LLC

Plan context: Cardinal Point Partners Retirement Plan

EIN 20-4514853 • Washington, DC • 19 filings • 1 plans

5614 Connecticut Ave, NW, Ste 243Washington, DC 20015
Current Snapshot

Latest Year

2024

2024 Participants

2

2024 Assets

$4,371,530

2024 Contributions

$73,500

Historical Graphs

Total Assets Over Time

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

$4,371,530$2,185,765$0200620162024YearValue
$4,371,530Latest year 2024

Participants Over Time

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

630200620152024YearValue
2Latest year 2024

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
202412$4,371,530$0-
Cardinal Point Partners Retirement Plan-2$4,371,530--
202312$3,928,163$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
Cardinal Point Partners Retirement Plan-2$3,928,163$73,500$36,750iApproximate average salary by contribution assumption: employee only about $918,750 at 4% or $612,500 at 6%; with 50% employer match about $612,500 at 4% or $408,333 at 6%; with 100% employer match about $459,375 at 4% or $306,250 at 6%.
202212$3,379,732$67,500$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
Cardinal Point Partners Retirement Plan-2$3,379,732$67,500$33,750iApproximate average salary by contribution assumption: employee only about $843,750 at 4% or $562,500 at 6%; with 50% employer match about $562,500 at 4% or $375,000 at 6%; with 100% employer match about $421,875 at 4% or $281,250 at 6%.
202112$3,973,931$106,503$53,252iApproximate average salary by contribution assumption: employee only about $1,331,288 at 4% or $887,525 at 6%; with 50% employer match about $887,525 at 4% or $591,683 at 6%; with 100% employer match about $665,644 at 4% or $443,763 at 6%.
Cardinal Point Partners Retirement Plan-2$3,973,931$106,503$53,252iApproximate average salary by contribution assumption: employee only about $1,331,288 at 4% or $887,525 at 6%; with 50% employer match about $887,525 at 4% or $591,683 at 6%; with 100% employer match about $665,644 at 4% or $443,763 at 6%.
202013$3,396,549$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
Cardinal Point Partners Retirement Plan-3$3,396,549$63,500$21,167iApproximate average salary by contribution assumption: employee only about $529,167 at 4% or $352,778 at 6%; with 50% employer match about $352,778 at 4% or $235,185 at 6%; with 100% employer match about $264,583 at 4% or $176,389 at 6%.
201913$2,922,726$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
Cardinal Point Partners Retirement Plan-3$2,922,726$62,000$20,667iApproximate average salary by contribution assumption: employee only about $516,667 at 4% or $344,444 at 6%; with 50% employer match about $344,444 at 4% or $229,630 at 6%; with 100% employer match about $258,333 at 4% or $172,222 at 6%.
201814$2,390,558$61,000$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
Cardinal Point Partners Retirement Plan-4$2,390,558$61,000$15,250iApproximate average salary by contribution assumption: employee only about $381,250 at 4% or $254,167 at 6%; with 50% employer match about $254,167 at 4% or $169,444 at 6%; with 100% employer match about $190,625 at 4% or $127,083 at 6%.
201714$2,506,957$49,298$12,325iApproximate average salary by contribution assumption: employee only about $308,113 at 4% or $205,408 at 6%; with 50% employer match about $205,408 at 4% or $136,939 at 6%; with 100% employer match about $154,056 at 4% or $102,704 at 6%.
Cardinal Point Partners Retirement Plan-4$2,506,957$49,298$12,325iApproximate average salary by contribution assumption: employee only about $308,113 at 4% or $205,408 at 6%; with 50% employer match about $205,408 at 4% or $136,939 at 6%; with 100% employer match about $154,056 at 4% or $102,704 at 6%.
201614$2,159,619$53,000$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
Cardinal Point Partners Retirement Plan-4$2,159,619$53,000$13,250iApproximate average salary by contribution assumption: employee only about $331,250 at 4% or $220,833 at 6%; with 50% employer match about $220,833 at 4% or $147,222 at 6%; with 100% employer match about $165,625 at 4% or $110,417 at 6%.
201514$1,964,208$59,000$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
Cardinal Point Partners Retirement Plan-4$1,964,208$59,000$14,750iApproximate average salary by contribution assumption: employee only about $368,750 at 4% or $245,833 at 6%; with 50% employer match about $245,833 at 4% or $163,889 at 6%; with 100% employer match about $184,375 at 4% or $122,917 at 6%.
201414$1,958,339$59,628$14,907iApproximate average salary by contribution assumption: employee only about $372,675 at 4% or $248,450 at 6%; with 50% employer match about $248,450 at 4% or $165,633 at 6%; with 100% employer match about $186,338 at 4% or $124,225 at 6%.
Cardinal Point Partners Retirement Plan-4$1,958,339$59,628$14,907iApproximate average salary by contribution assumption: employee only about $372,675 at 4% or $248,450 at 6%; with 50% employer match about $248,450 at 4% or $165,633 at 6%; with 100% employer match about $186,338 at 4% or $124,225 at 6%.
201315$1,806,391$57,271$11,454iApproximate average salary by contribution assumption: employee only about $286,355 at 4% or $190,903 at 6%; with 50% employer match about $190,903 at 4% or $127,269 at 6%; with 100% employer match about $143,178 at 4% or $95,452 at 6%.
Cardinal Point Partners Retirement Plan-5$1,806,391$57,271$11,454iApproximate average salary by contribution assumption: employee only about $286,355 at 4% or $190,903 at 6%; with 50% employer match about $190,903 at 4% or $127,269 at 6%; with 100% employer match about $143,178 at 4% or $95,452 at 6%.
201216$1,446,867$65,376$10,896iApproximate average salary by contribution assumption: employee only about $272,400 at 4% or $181,600 at 6%; with 50% employer match about $181,600 at 4% or $121,067 at 6%; with 100% employer match about $136,200 at 4% or $90,800 at 6%.
Cardinal Point Partners Retirement Plan-6$1,446,867$65,376$10,896iApproximate average salary by contribution assumption: employee only about $272,400 at 4% or $181,600 at 6%; with 50% employer match about $181,600 at 4% or $121,067 at 6%; with 100% employer match about $136,200 at 4% or $90,800 at 6%.
201116$1,236,522$79,885$13,314iApproximate average salary by contribution assumption: employee only about $332,854 at 4% or $221,903 at 6%; with 50% employer match about $221,903 at 4% or $147,935 at 6%; with 100% employer match about $166,427 at 4% or $110,951 at 6%.
Cardinal Point Partners Retirement Plan-6$1,236,522$79,885$13,314iApproximate average salary by contribution assumption: employee only about $332,854 at 4% or $221,903 at 6%; with 50% employer match about $221,903 at 4% or $147,935 at 6%; with 100% employer match about $166,427 at 4% or $110,951 at 6%.
201016$1,183,318$119,328$19,888iApproximate average salary by contribution assumption: employee only about $497,200 at 4% or $331,467 at 6%; with 50% employer match about $331,467 at 4% or $220,978 at 6%; with 100% employer match about $248,600 at 4% or $165,733 at 6%.
Cardinal Point Partners Retirement Plan-6$1,183,318$119,328$19,888iApproximate average salary by contribution assumption: employee only about $497,200 at 4% or $331,467 at 6%; with 50% employer match about $331,467 at 4% or $220,978 at 6%; with 100% employer match about $248,600 at 4% or $165,733 at 6%.
200916$940,770$113,947$18,991iApproximate average salary by contribution assumption: employee only about $474,779 at 4% or $316,519 at 6%; with 50% employer match about $316,519 at 4% or $211,013 at 6%; with 100% employer match about $237,390 at 4% or $158,260 at 6%.
Cardinal Point Partners Retirement Plan-6$940,770$113,947$18,991iApproximate average salary by contribution assumption: employee only about $474,779 at 4% or $316,519 at 6%; with 50% employer match about $316,519 at 4% or $211,013 at 6%; with 100% employer match about $237,390 at 4% or $158,260 at 6%.
200815$0$0-
Cardinal Point Partners Retirement Plan-5---
200716$0$0-
Cardinal Point Partners Retirement Plan-6---
200616$13,651$13,651$2,275iApproximate average salary by contribution assumption: employee only about $56,879 at 4% or $37,919 at 6%; with 50% employer match about $37,919 at 4% or $25,280 at 6%; with 100% employer match about $28,440 at 4% or $18,960 at 6%.
Cardinal Point Partners Retirement Plan-6$13,651$13,651$2,275iApproximate average salary by contribution assumption: employee only about $56,879 at 4% or $37,919 at 6%; with 50% employer match about $37,919 at 4% or $25,280 at 6%; with 100% employer match about $28,440 at 4% or $18,960 at 6%.