Civic Intelligence

5 Point Financial Group Inc.

Plan context: 5 Point Financial Group Inc. 401(K) P/S Plan

EIN 20-8139297 • Bellevue, WA • 14 filings • 2 plans

14205 Se. 36th St., Suite 100Bellevue, WA 98006
Current Snapshot

Latest Year

2020

2020 Participants

3

2020 Assets

$907,233

2020 Contributions

$124,777

Historical Graphs

Total Assets Over Time

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

$907,233$453,617$0200820142019YearValue
$907,233Latest year 2019

Participants Over Time

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

320200720132019YearValue
3Latest year 2019

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
202010$0$124,777-
5 Point Financial Group Inc. 401(K) P/S Plan-0$0$124,777-
201913$907,233$87,006$29,002iApproximate average salary by contribution assumption: employee only about $725,050 at 4% or $483,367 at 6%; with 50% employer match about $483,367 at 4% or $322,244 at 6%; with 100% employer match about $362,525 at 4% or $241,683 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-3$907,233$87,006$29,002iApproximate average salary by contribution assumption: employee only about $725,050 at 4% or $483,367 at 6%; with 50% employer match about $483,367 at 4% or $322,244 at 6%; with 100% employer match about $362,525 at 4% or $241,683 at 6%.
201813$683,022$59,610$19,870iApproximate average salary by contribution assumption: employee only about $496,750 at 4% or $331,167 at 6%; with 50% employer match about $331,167 at 4% or $220,778 at 6%; with 100% employer match about $248,375 at 4% or $165,583 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-3$683,022$59,610$19,870iApproximate average salary by contribution assumption: employee only about $496,750 at 4% or $331,167 at 6%; with 50% employer match about $331,167 at 4% or $220,778 at 6%; with 100% employer match about $248,375 at 4% or $165,583 at 6%.
201712$658,425$49,860$24,930iApproximate average salary by contribution assumption: employee only about $623,250 at 4% or $415,500 at 6%; with 50% employer match about $415,500 at 4% or $277,000 at 6%; with 100% employer match about $311,625 at 4% or $207,750 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-2$658,425$49,860$24,930iApproximate average salary by contribution assumption: employee only about $623,250 at 4% or $415,500 at 6%; with 50% employer match about $415,500 at 4% or $277,000 at 6%; with 100% employer match about $311,625 at 4% or $207,750 at 6%.
201612$512,620$54,382$27,191iApproximate average salary by contribution assumption: employee only about $679,775 at 4% or $453,183 at 6%; with 50% employer match about $453,183 at 4% or $302,122 at 6%; with 100% employer match about $339,888 at 4% or $226,592 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-2$512,620$54,382$27,191iApproximate average salary by contribution assumption: employee only about $679,775 at 4% or $453,183 at 6%; with 50% employer match about $453,183 at 4% or $302,122 at 6%; with 100% employer match about $339,888 at 4% or $226,592 at 6%.
201511$422,331$194,259$194,259iApproximate average salary by contribution assumption: employee only about $4,856,475 at 4% or $3,237,650 at 6%; with 50% employer match about $3,237,650 at 4% or $2,158,433 at 6%; with 100% employer match about $2,428,238 at 4% or $1,618,825 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-1$422,331$194,259$194,259iApproximate average salary by contribution assumption: employee only about $4,856,475 at 4% or $3,237,650 at 6%; with 50% employer match about $3,237,650 at 4% or $2,158,433 at 6%; with 100% employer match about $2,428,238 at 4% or $1,618,825 at 6%.
201411$232,845$26,639$26,639iApproximate average salary by contribution assumption: employee only about $665,975 at 4% or $443,983 at 6%; with 50% employer match about $443,983 at 4% or $295,989 at 6%; with 100% employer match about $332,988 at 4% or $221,992 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-1$232,845$26,639$26,639iApproximate average salary by contribution assumption: employee only about $665,975 at 4% or $443,983 at 6%; with 50% employer match about $443,983 at 4% or $295,989 at 6%; with 100% employer match about $332,988 at 4% or $221,992 at 6%.
201311$193,442$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-1$193,442$23,000$23,000iApproximate average salary by contribution assumption: employee only about $575,000 at 4% or $383,333 at 6%; with 50% employer match about $383,333 at 4% or $255,556 at 6%; with 100% employer match about $287,500 at 4% or $191,667 at 6%.
201212$136,353$27,072$13,536iApproximate average salary by contribution assumption: employee only about $338,400 at 4% or $225,600 at 6%; with 50% employer match about $225,600 at 4% or $150,400 at 6%; with 100% employer match about $169,200 at 4% or $112,800 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-2$136,353$27,072$13,536iApproximate average salary by contribution assumption: employee only about $338,400 at 4% or $225,600 at 6%; with 50% employer match about $225,600 at 4% or $150,400 at 6%; with 100% employer match about $169,200 at 4% or $112,800 at 6%.
201112$91,252$26,931$13,466iApproximate average salary by contribution assumption: employee only about $336,638 at 4% or $224,425 at 6%; with 50% employer match about $224,425 at 4% or $149,617 at 6%; with 100% employer match about $168,319 at 4% or $112,213 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-2$91,252$26,931$13,466iApproximate average salary by contribution assumption: employee only about $336,638 at 4% or $224,425 at 6%; with 50% employer match about $224,425 at 4% or $149,617 at 6%; with 100% employer match about $168,319 at 4% or $112,213 at 6%.
201011$186,247$24,723$24,723iApproximate average salary by contribution assumption: employee only about $618,075 at 4% or $412,050 at 6%; with 50% employer match about $412,050 at 4% or $274,700 at 6%; with 100% employer match about $309,038 at 4% or $206,025 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-1$186,247$24,723$24,723iApproximate average salary by contribution assumption: employee only about $618,075 at 4% or $412,050 at 6%; with 50% employer match about $412,050 at 4% or $274,700 at 6%; with 100% employer match about $309,038 at 4% or $206,025 at 6%.
200912$154,691$12,897$6,449iApproximate average salary by contribution assumption: employee only about $161,213 at 4% or $107,475 at 6%; with 50% employer match about $107,475 at 4% or $71,650 at 6%; with 100% employer match about $80,606 at 4% or $53,738 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-2$154,691$12,897$6,449iApproximate average salary by contribution assumption: employee only about $161,213 at 4% or $107,475 at 6%; with 50% employer match about $107,475 at 4% or $71,650 at 6%; with 100% employer match about $80,606 at 4% or $53,738 at 6%.
200812$105,960$23,685$11,843iApproximate average salary by contribution assumption: employee only about $296,063 at 4% or $197,375 at 6%; with 50% employer match about $197,375 at 4% or $131,583 at 6%; with 100% employer match about $148,031 at 4% or $98,688 at 6%.
5 Point Financial Group Inc. 401(K) P/S Plan-2$105,960$23,685$11,843iApproximate average salary by contribution assumption: employee only about $296,063 at 4% or $197,375 at 6%; with 50% employer match about $197,375 at 4% or $131,583 at 6%; with 100% employer match about $148,031 at 4% or $98,688 at 6%.
200711$0$0-
5 Point Financial Group Inc. 401(K) P/S Plan-1---