Rally Point Management LLC
Plan context: Rally Point Management 401(K) Plan
EIN 20-4964386 • Fort Walton Beach, FL • 18 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
70
2024 Assets
$5,863,515
2024 Contributions
$611,836
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 | 70 | $5,863,515 | $611,836 | $8,741iApproximate average salary by contribution assumption: employee only about $218,513 at 4% or $145,675 at 6%; with 50% employer match about $145,675 at 4% or $97,117 at 6%; with 100% employer match about $109,256 at 4% or $72,838 at 6%. |
| Rally Point Management 401(K) Plan | - | 70 | $5,863,515 | $611,836 | $8,741iApproximate average salary by contribution assumption: employee only about $218,513 at 4% or $145,675 at 6%; with 50% employer match about $145,675 at 4% or $97,117 at 6%; with 100% employer match about $109,256 at 4% or $72,838 at 6%. |
| 2023 | 1 | 64 | $4,923,640 | $589,093 | $9,205iApproximate average salary by contribution assumption: employee only about $230,114 at 4% or $153,410 at 6%; with 50% employer match about $153,410 at 4% or $102,273 at 6%; with 100% employer match about $115,057 at 4% or $76,705 at 6%. |
| Rally Point Management 401(K) Plan | - | 64 | $4,923,640 | $589,093 | $9,205iApproximate average salary by contribution assumption: employee only about $230,114 at 4% or $153,410 at 6%; with 50% employer match about $153,410 at 4% or $102,273 at 6%; with 100% employer match about $115,057 at 4% or $76,705 at 6%. |
| 2022 | 1 | 72 | $4,197,736 | $369,043 | $5,126iApproximate average salary by contribution assumption: employee only about $128,140 at 4% or $85,427 at 6%; with 50% employer match about $85,427 at 4% or $56,951 at 6%; with 100% employer match about $64,070 at 4% or $42,713 at 6%. |
| Rally Point Management 401(K) Plan | - | 72 | $4,197,736 | $369,043 | $5,126iApproximate average salary by contribution assumption: employee only about $128,140 at 4% or $85,427 at 6%; with 50% employer match about $85,427 at 4% or $56,951 at 6%; with 100% employer match about $64,070 at 4% or $42,713 at 6%. |
| 2021 | 1 | 63 | $4,648,207 | $408,865 | $6,490iApproximate average salary by contribution assumption: employee only about $162,248 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,124 at 4% or $54,083 at 6%. |
| Rally Point Management 401(K) Plan | - | 63 | $4,648,207 | $408,865 | $6,490iApproximate average salary by contribution assumption: employee only about $162,248 at 4% or $108,165 at 6%; with 50% employer match about $108,165 at 4% or $72,110 at 6%; with 100% employer match about $81,124 at 4% or $54,083 at 6%. |
| 2020 | 1 | 64 | $3,719,343 | $760,449 | $11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,034 at 6%; with 50% employer match about $198,034 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%. |
| Rally Point Management 401(K) Plan | - | 64 | $3,719,343 | $760,449 | $11,882iApproximate average salary by contribution assumption: employee only about $297,050 at 4% or $198,034 at 6%; with 50% employer match about $198,034 at 4% or $132,022 at 6%; with 100% employer match about $148,525 at 4% or $99,017 at 6%. |
| 2019 | 1 | 53 | $2,614,352 | $345,824 | $6,525iApproximate average salary by contribution assumption: employee only about $163,125 at 4% or $108,750 at 6%; with 50% employer match about $108,750 at 4% or $72,500 at 6%; with 100% employer match about $81,562 at 4% or $54,375 at 6%. |
| Rally Point Management 401(K) Plan | - | 53 | $2,614,352 | $345,824 | $6,525iApproximate average salary by contribution assumption: employee only about $163,125 at 4% or $108,750 at 6%; with 50% employer match about $108,750 at 4% or $72,500 at 6%; with 100% employer match about $81,562 at 4% or $54,375 at 6%. |
| 2018 | 1 | 50 | $2,081,665 | $387,540 | $7,751iApproximate average salary by contribution assumption: employee only about $193,770 at 4% or $129,180 at 6%; with 50% employer match about $129,180 at 4% or $86,120 at 6%; with 100% employer match about $96,885 at 4% or $64,590 at 6%. |
| Rally Point Management 401(K) Plan | - | 50 | $2,081,665 | $387,540 | $7,751iApproximate average salary by contribution assumption: employee only about $193,770 at 4% or $129,180 at 6%; with 50% employer match about $129,180 at 4% or $86,120 at 6%; with 100% employer match about $96,885 at 4% or $64,590 at 6%. |
| 2017 | 1 | 87 | $3,170,998 | $623,407 | $7,166iApproximate average salary by contribution assumption: employee only about $179,140 at 4% or $119,427 at 6%; with 50% employer match about $119,427 at 4% or $79,618 at 6%; with 100% employer match about $89,570 at 4% or $59,713 at 6%. |
| Rally Point Management 401(K) Plan | - | 87 | $3,170,998 | $623,407 | $7,166iApproximate average salary by contribution assumption: employee only about $179,140 at 4% or $119,427 at 6%; with 50% employer match about $119,427 at 4% or $79,618 at 6%; with 100% employer match about $89,570 at 4% or $59,713 at 6%. |
| 2016 | 1 | 58 | $2,457,382 | $552,948 | $9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%. |
| Rally Point Management 401(K) Plan | - | 58 | $2,457,382 | $552,948 | $9,534iApproximate average salary by contribution assumption: employee only about $238,340 at 4% or $158,893 at 6%; with 50% employer match about $158,893 at 4% or $105,929 at 6%; with 100% employer match about $119,170 at 4% or $79,447 at 6%. |
| 2015 | 2 | 63 | $2,148,449 | $855,085 | $13,573iApproximate average salary by contribution assumption: employee only about $339,319 at 4% or $226,213 at 6%; with 50% employer match about $226,213 at 4% or $150,809 at 6%; with 100% employer match about $169,660 at 4% or $113,106 at 6%. |
| Rally Point Management 401(K) Plan | - | 50 | $2,148,449 | $855,085 | $17,102iApproximate average salary by contribution assumption: employee only about $427,543 at 4% or $285,028 at 6%; with 50% employer match about $285,028 at 4% or $190,019 at 6%; with 100% employer match about $213,771 at 4% or $142,514 at 6%. |
| RALLY POINT MANAGEMENT HEALTH & WELFARE PLAN | - | 63 | - | - | - |
| 2014 | 2 | 130 | $2,233,806 | $960,311 | $7,387iApproximate average salary by contribution assumption: employee only about $184,675 at 4% or $123,117 at 6%; with 50% employer match about $123,117 at 4% or $82,078 at 6%; with 100% employer match about $92,338 at 4% or $61,558 at 6%. |
| Rally Point Management 401(K) Plan | - | 109 | $2,233,806 | $960,311 | $8,810iApproximate average salary by contribution assumption: employee only about $220,255 at 4% or $146,837 at 6%; with 50% employer match about $146,837 at 4% or $97,891 at 6%; with 100% employer match about $110,127 at 4% or $73,418 at 6%. |
| RALLY POINT MANAGEMENT HEALTH & WELFARE PLAN | - | 130 | - | - | - |
| 2013 | 2 | 136 | $1,549,346 | $801,716 | $5,895iApproximate average salary by contribution assumption: employee only about $147,374 at 4% or $98,250 at 6%; with 50% employer match about $98,250 at 4% or $65,500 at 6%; with 100% employer match about $73,687 at 4% or $49,125 at 6%. |
| Rally Point Management 401(K) Plan | - | 102 | $1,549,346 | $801,716 | $7,860iApproximate average salary by contribution assumption: employee only about $196,499 at 4% or $130,999 at 6%; with 50% employer match about $130,999 at 4% or $87,333 at 6%; with 100% employer match about $98,250 at 4% or $65,500 at 6%. |
| RALLY POINT MANAGEMENT HEALTH & WELFARE PLAN | - | 136 | - | - | - |
| 2012 | 1 | 65 | $1,041,786 | $450,539 | $6,931iApproximate average salary by contribution assumption: employee only about $173,284 at 4% or $115,523 at 6%; with 50% employer match about $115,523 at 4% or $77,015 at 6%; with 100% employer match about $86,642 at 4% or $57,761 at 6%. |
| Rally Point Management 401(K) Plan | - | 65 | $1,041,786 | $450,539 | $6,931iApproximate average salary by contribution assumption: employee only about $173,284 at 4% or $115,523 at 6%; with 50% employer match about $115,523 at 4% or $77,015 at 6%; with 100% employer match about $86,642 at 4% or $57,761 at 6%. |
| 2011 | 1 | 47 | $549,003 | $465,338 | $9,901iApproximate average salary by contribution assumption: employee only about $247,520 at 4% or $165,013 at 6%; with 50% employer match about $165,013 at 4% or $110,009 at 6%; with 100% employer match about $123,760 at 4% or $82,507 at 6%. |
| Rally Point Management 401(K) Plan | - | 47 | $549,003 | $465,338 | $9,901iApproximate average salary by contribution assumption: employee only about $247,520 at 4% or $165,013 at 6%; with 50% employer match about $165,013 at 4% or $110,009 at 6%; with 100% employer match about $123,760 at 4% or $82,507 at 6%. |
| 2010 | 1 | 14 | $98,400 | $94,180 | $6,727iApproximate average salary by contribution assumption: employee only about $168,179 at 4% or $112,119 at 6%; with 50% employer match about $112,119 at 4% or $74,746 at 6%; with 100% employer match about $84,089 at 4% or $56,060 at 6%. |
| Rally Point Management 401(K) Plan | - | 14 | $98,400 | $94,180 | $6,727iApproximate average salary by contribution assumption: employee only about $168,179 at 4% or $112,119 at 6%; with 50% employer match about $112,119 at 4% or $74,746 at 6%; with 100% employer match about $84,089 at 4% or $56,060 at 6%. |