Civic Intelligence

CYPRESS WEALTH MANAGEMENT

Plan context: CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN

EIN 20-8726222 • Dallas, TX • 15 filings • 4 plans

3838 Oak Lawn Ave,Suite #1150Dallas, TX 75219
Current Snapshot

Latest Year

2025

2025 Participants

24

2025 Assets

$3,220,334

2025 Contributions

$546,131

Historical Graphs

Total Assets Over Time

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

$3,220,334$1,610,167$0201120192025YearValue
$3,220,334Latest year 2025

Participants Over Time

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

28140201120182025YearValue
24Latest year 2025

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
2025124$3,220,334$546,131$22,755iApproximate average salary by contribution assumption: employee only about $568,886 at 4% or $379,258 at 6%; with 50% employer match about $379,258 at 4% or $252,838 at 6%; with 100% employer match about $284,443 at 4% or $189,629 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-24$3,220,334$546,131$22,755iApproximate average salary by contribution assumption: employee only about $568,886 at 4% or $379,258 at 6%; with 50% employer match about $379,258 at 4% or $252,838 at 6%; with 100% employer match about $284,443 at 4% or $189,629 at 6%.
2024128$2,462,066$326,051$11,645iApproximate average salary by contribution assumption: employee only about $291,117 at 4% or $194,078 at 6%; with 50% employer match about $194,078 at 4% or $129,385 at 6%; with 100% employer match about $145,558 at 4% or $97,039 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-28$2,462,066$326,051$11,645iApproximate average salary by contribution assumption: employee only about $291,117 at 4% or $194,078 at 6%; with 50% employer match about $194,078 at 4% or $129,385 at 6%; with 100% employer match about $145,558 at 4% or $97,039 at 6%.
2023126$1,902,664$245,523$9,443iApproximate average salary by contribution assumption: employee only about $236,080 at 4% or $157,387 at 6%; with 50% employer match about $157,387 at 4% or $104,924 at 6%; with 100% employer match about $118,040 at 4% or $78,693 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-26$1,902,664$245,523$9,443iApproximate average salary by contribution assumption: employee only about $236,080 at 4% or $157,387 at 6%; with 50% employer match about $157,387 at 4% or $104,924 at 6%; with 100% employer match about $118,040 at 4% or $78,693 at 6%.
2022127$1,498,035$251,780$9,325iApproximate average salary by contribution assumption: employee only about $233,130 at 4% or $155,420 at 6%; with 50% employer match about $155,420 at 4% or $103,613 at 6%; with 100% employer match about $116,565 at 4% or $77,710 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-27$1,498,035$251,780$9,325iApproximate average salary by contribution assumption: employee only about $233,130 at 4% or $155,420 at 6%; with 50% employer match about $155,420 at 4% or $103,613 at 6%; with 100% employer match about $116,565 at 4% or $77,710 at 6%.
2021120$1,546,950$271,040$13,552iApproximate average salary by contribution assumption: employee only about $338,800 at 4% or $225,867 at 6%; with 50% employer match about $225,867 at 4% or $150,578 at 6%; with 100% employer match about $169,400 at 4% or $112,933 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-20$1,546,950$271,040$13,552iApproximate average salary by contribution assumption: employee only about $338,800 at 4% or $225,867 at 6%; with 50% employer match about $225,867 at 4% or $150,578 at 6%; with 100% employer match about $169,400 at 4% or $112,933 at 6%.
2020118$1,572,708$197,385$10,966iApproximate average salary by contribution assumption: employee only about $274,146 at 4% or $182,764 at 6%; with 50% employer match about $182,764 at 4% or $121,843 at 6%; with 100% employer match about $137,073 at 4% or $91,382 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-18$1,572,708$197,385$10,966iApproximate average salary by contribution assumption: employee only about $274,146 at 4% or $182,764 at 6%; with 50% employer match about $182,764 at 4% or $121,843 at 6%; with 100% employer match about $137,073 at 4% or $91,382 at 6%.
2019117$1,249,435$250,724$14,748iApproximate average salary by contribution assumption: employee only about $368,712 at 4% or $245,808 at 6%; with 50% employer match about $245,808 at 4% or $163,872 at 6%; with 100% employer match about $184,356 at 4% or $122,904 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-17$1,249,435$250,724$14,748iApproximate average salary by contribution assumption: employee only about $368,712 at 4% or $245,808 at 6%; with 50% employer match about $245,808 at 4% or $163,872 at 6%; with 100% employer match about $184,356 at 4% or $122,904 at 6%.
2018113$962,316$182,641$14,049iApproximate average salary by contribution assumption: employee only about $351,233 at 4% or $234,155 at 6%; with 50% employer match about $234,155 at 4% or $156,103 at 6%; with 100% employer match about $175,616 at 4% or $117,078 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN-13$962,316$182,641$14,049iApproximate average salary by contribution assumption: employee only about $351,233 at 4% or $234,155 at 6%; with 50% employer match about $234,155 at 4% or $156,103 at 6%; with 100% employer match about $175,616 at 4% or $117,078 at 6%.
2017112$1,040,855$171,879$14,323iApproximate average salary by contribution assumption: employee only about $358,081 at 4% or $238,721 at 6%; with 50% employer match about $238,721 at 4% or $159,147 at 6%; with 100% employer match about $179,041 at 4% or $119,360 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401 (K) PLAN-12$1,040,855$171,879$14,323iApproximate average salary by contribution assumption: employee only about $358,081 at 4% or $238,721 at 6%; with 50% employer match about $238,721 at 4% or $159,147 at 6%; with 100% employer match about $179,041 at 4% or $119,360 at 6%.
201619$738,887$204,175$22,686iApproximate average salary by contribution assumption: employee only about $567,153 at 4% or $378,102 at 6%; with 50% employer match about $378,102 at 4% or $252,068 at 6%; with 100% employer match about $283,576 at 4% or $189,051 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401K PLAN-9$738,887$204,175$22,686iApproximate average salary by contribution assumption: employee only about $567,153 at 4% or $378,102 at 6%; with 50% employer match about $378,102 at 4% or $252,068 at 6%; with 100% employer match about $283,576 at 4% or $189,051 at 6%.
201519$508,929$208,691$23,188iApproximate average salary by contribution assumption: employee only about $579,697 at 4% or $386,465 at 6%; with 50% employer match about $386,465 at 4% or $257,643 at 6%; with 100% employer match about $289,849 at 4% or $193,232 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401K PLAN-9$508,929$208,691$23,188iApproximate average salary by contribution assumption: employee only about $579,697 at 4% or $386,465 at 6%; with 50% employer match about $386,465 at 4% or $257,643 at 6%; with 100% employer match about $289,849 at 4% or $193,232 at 6%.
201415$0$90,789$18,158iApproximate average salary by contribution assumption: employee only about $453,945 at 4% or $302,630 at 6%; with 50% employer match about $302,630 at 4% or $201,753 at 6%; with 100% employer match about $226,973 at 4% or $151,315 at 6%.
CYPRESS POINT WEALTH MANAGEMENT 401K PLAN-5$0$90,789$18,158iApproximate average salary by contribution assumption: employee only about $453,945 at 4% or $302,630 at 6%; with 50% employer match about $302,630 at 4% or $201,753 at 6%; with 100% employer match about $226,973 at 4% or $151,315 at 6%.
201315$246,165$101,549$20,310iApproximate average salary by contribution assumption: employee only about $507,745 at 4% or $338,497 at 6%; with 50% employer match about $338,497 at 4% or $225,664 at 6%; with 100% employer match about $253,873 at 4% or $169,248 at 6%.
CYPRESS WEALTH MANAGEMENT 401(K) PLAN-5$246,165$101,549$20,310iApproximate average salary by contribution assumption: employee only about $507,745 at 4% or $338,497 at 6%; with 50% employer match about $338,497 at 4% or $225,664 at 6%; with 100% employer match about $253,873 at 4% or $169,248 at 6%.
201213$117,623$73,151$24,384iApproximate average salary by contribution assumption: employee only about $609,592 at 4% or $406,394 at 6%; with 50% employer match about $406,394 at 4% or $270,930 at 6%; with 100% employer match about $304,796 at 4% or $203,197 at 6%.
CYPRESS WEALTH MANAGEMENT 401(K) PLAN-3$117,623$73,151$24,384iApproximate average salary by contribution assumption: employee only about $609,592 at 4% or $406,394 at 6%; with 50% employer match about $406,394 at 4% or $270,930 at 6%; with 100% employer match about $304,796 at 4% or $203,197 at 6%.
201113$34,414$36,975$12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%.
CYPRESS WEALTH MANAGEMENT 401(K) PLAN-3$34,414$36,975$12,325iApproximate average salary by contribution assumption: employee only about $308,125 at 4% or $205,417 at 6%; with 50% employer match about $205,417 at 4% or $136,944 at 6%; with 100% employer match about $154,063 at 4% or $102,708 at 6%.