Roundpoint Financial Group
Plan context: Roundpoint Financial Group 401(K) Plan
EIN 26-1511648 • Charlotte, NC • 5 filings • 2 plans
Current Snapshot
Latest Year
2016
2016 Participants
584
2016 Assets
$8,714,976
2016 Contributions
$2,969,459
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 |
|---|---|---|---|---|---|
| 2016 | 1 | 584 | $8,714,976 | $2,969,459 | $5,085iApproximate average salary by contribution assumption: employee only about $127,117 at 4% or $84,745 at 6%; with 50% employer match about $84,745 at 4% or $56,497 at 6%; with 100% employer match about $63,559 at 4% or $42,372 at 6%. |
| Roundpoint Financial Group 401(K) Plan | - | 584 | $8,714,976 | $2,969,459 | $5,085iApproximate average salary by contribution assumption: employee only about $127,117 at 4% or $84,745 at 6%; with 50% employer match about $84,745 at 4% or $56,497 at 6%; with 100% employer match about $63,559 at 4% or $42,372 at 6%. |
| 2015 | 1 | 425 | $6,202,715 | $1,947,431 | $4,582iApproximate average salary by contribution assumption: employee only about $114,555 at 4% or $76,370 at 6%; with 50% employer match about $76,370 at 4% or $50,913 at 6%; with 100% employer match about $57,277 at 4% or $38,185 at 6%. |
| Roundpoint Financial Group 401(K) Plan | - | 425 | $6,202,715 | $1,947,431 | $4,582iApproximate average salary by contribution assumption: employee only about $114,555 at 4% or $76,370 at 6%; with 50% employer match about $76,370 at 4% or $50,913 at 6%; with 100% employer match about $57,277 at 4% or $38,185 at 6%. |
| 2014 | 1 | 430 | $5,368,147 | $2,381,510 | $5,538iApproximate average salary by contribution assumption: employee only about $138,460 at 4% or $92,307 at 6%; with 50% employer match about $92,307 at 4% or $61,538 at 6%; with 100% employer match about $69,230 at 4% or $46,153 at 6%. |
| Roundpoint Financial Group 401(K) Plan | - | 430 | $5,368,147 | $2,381,510 | $5,538iApproximate average salary by contribution assumption: employee only about $138,460 at 4% or $92,307 at 6%; with 50% employer match about $92,307 at 4% or $61,538 at 6%; with 100% employer match about $69,230 at 4% or $46,153 at 6%. |
| 2013 | 1 | 682 | $4,794,968 | $2,475,802 | $3,630iApproximate average salary by contribution assumption: employee only about $90,755 at 4% or $60,503 at 6%; with 50% employer match about $60,503 at 4% or $40,336 at 6%; with 100% employer match about $45,378 at 4% or $30,252 at 6%. |
| Roundpoint Financial Group 401(K) Plan | - | 682 | $4,794,968 | $2,475,802 | $3,630iApproximate average salary by contribution assumption: employee only about $90,755 at 4% or $60,503 at 6%; with 50% employer match about $60,503 at 4% or $40,336 at 6%; with 100% employer match about $45,378 at 4% or $30,252 at 6%. |
| 2012 | 1 | 471 | $2,461,801 | $1,740,434 | $3,695iApproximate average salary by contribution assumption: employee only about $92,380 at 4% or $61,586 at 6%; with 50% employer match about $61,586 at 4% or $41,058 at 6%; with 100% employer match about $46,190 at 4% or $30,793 at 6%. |
| Roundpoint Financial Group 401(K) Plan | - | 471 | $2,461,801 | $1,740,434 | $3,695iApproximate average salary by contribution assumption: employee only about $92,380 at 4% or $61,586 at 6%; with 50% employer match about $61,586 at 4% or $41,058 at 6%; with 100% employer match about $46,190 at 4% or $30,793 at 6%. |