Civic Intelligence

Fort Point Capital Partners LLC

Plan context: Fort Point Capital Partners LLC 401(K) Profit Sharing Plan

EIN 26-1899356 • San Francisco, CA • 21 filings • 4 plans

275 Sacramento Street, 8th FloorSan Francisco, CA 94111
Current Snapshot

Latest Year

2024

2024 Participants

23

2024 Assets

$4,907,449

2024 Contributions

$810,365

Historical Graphs

Total Assets Over Time

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

$4,907,449$2,453,725$0201120182024YearValue
$4,907,449Latest year 2024

Participants Over Time

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

28140201120182024YearValue
23Latest 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
2024223$4,907,449$810,365$35,233iApproximate average salary by contribution assumption: employee only about $880,832 at 4% or $587,221 at 6%; with 50% employer match about $587,221 at 4% or $391,481 at 6%; with 100% employer match about $440,416 at 4% or $293,611 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-23$2,835,480$462,712$20,118iApproximate average salary by contribution assumption: employee only about $502,948 at 4% or $335,299 at 6%; with 50% employer match about $335,299 at 4% or $223,532 at 6%; with 100% employer match about $251,474 at 4% or $167,649 at 6%.
FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST-19$2,071,969$347,653$18,298iApproximate average salary by contribution assumption: employee only about $457,438 at 4% or $304,959 at 6%; with 50% employer match about $304,959 at 4% or $203,306 at 6%; with 100% employer match about $228,719 at 4% or $152,479 at 6%.
2023224$3,757,782$813,947$33,914iApproximate average salary by contribution assumption: employee only about $847,861 at 4% or $565,241 at 6%; with 50% employer match about $565,241 at 4% or $376,827 at 6%; with 100% employer match about $423,931 at 4% or $282,620 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-24$2,102,445$421,574$17,566iApproximate average salary by contribution assumption: employee only about $439,140 at 4% or $292,760 at 6%; with 50% employer match about $292,760 at 4% or $195,173 at 6%; with 100% employer match about $219,570 at 4% or $146,380 at 6%.
FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST-18$1,655,337$392,373$21,799iApproximate average salary by contribution assumption: employee only about $544,963 at 4% or $363,308 at 6%; with 50% employer match about $363,308 at 4% or $242,206 at 6%; with 100% employer match about $272,481 at 4% or $181,654 at 6%.
2022222$2,696,252$774,500$35,205iApproximate average salary by contribution assumption: employee only about $880,114 at 4% or $586,742 at 6%; with 50% employer match about $586,742 at 4% or $391,162 at 6%; with 100% employer match about $440,057 at 4% or $293,371 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-22$1,528,361$312,206$14,191iApproximate average salary by contribution assumption: employee only about $354,780 at 4% or $236,520 at 6%; with 50% employer match about $236,520 at 4% or $157,680 at 6%; with 100% employer match about $177,390 at 4% or $118,260 at 6%.
FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST-16$1,167,891$462,294$28,893iApproximate average salary by contribution assumption: employee only about $722,334 at 4% or $481,556 at 6%; with 50% employer match about $481,556 at 4% or $321,038 at 6%; with 100% employer match about $361,167 at 4% or $240,778 at 6%.
2021228$2,419,835$552,231$19,723iApproximate average salary by contribution assumption: employee only about $493,063 at 4% or $328,709 at 6%; with 50% employer match about $328,709 at 4% or $219,139 at 6%; with 100% employer match about $246,532 at 4% or $164,354 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-28$1,625,601$282,568$10,092iApproximate average salary by contribution assumption: employee only about $252,293 at 4% or $168,195 at 6%; with 50% employer match about $168,195 at 4% or $112,130 at 6%; with 100% employer match about $126,146 at 4% or $84,098 at 6%.
FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST-13$794,234$269,663$20,743iApproximate average salary by contribution assumption: employee only about $518,583 at 4% or $345,722 at 6%; with 50% employer match about $345,722 at 4% or $230,481 at 6%; with 100% employer match about $259,291 at 4% or $172,861 at 6%.
2020225$1,748,657$465,447$18,618iApproximate average salary by contribution assumption: employee only about $465,447 at 4% or $310,298 at 6%; with 50% employer match about $310,298 at 4% or $206,865 at 6%; with 100% employer match about $232,724 at 4% or $155,149 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-25$1,239,289$215,792$8,632iApproximate average salary by contribution assumption: employee only about $215,792 at 4% or $143,861 at 6%; with 50% employer match about $143,861 at 4% or $95,908 at 6%; with 100% employer match about $107,896 at 4% or $71,931 at 6%.
FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST-13$509,368$249,655$19,204iApproximate average salary by contribution assumption: employee only about $480,106 at 4% or $320,071 at 6%; with 50% employer match about $320,071 at 4% or $213,380 at 6%; with 100% employer match about $240,053 at 4% or $160,035 at 6%.
2019227$1,225,503$461,563$17,095iApproximate average salary by contribution assumption: employee only about $427,373 at 4% or $284,915 at 6%; with 50% employer match about $284,915 at 4% or $189,944 at 6%; with 100% employer match about $213,687 at 4% or $142,458 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-27$977,206$213,266$7,899iApproximate average salary by contribution assumption: employee only about $197,469 at 4% or $131,646 at 6%; with 50% employer match about $131,646 at 4% or $87,764 at 6%; with 100% employer match about $98,734 at 4% or $65,823 at 6%.
FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST-11$248,297$248,297$22,572iApproximate average salary by contribution assumption: employee only about $564,311 at 4% or $376,208 at 6%; with 50% employer match about $376,208 at 4% or $250,805 at 6%; with 100% employer match about $282,156 at 4% or $188,104 at 6%.
2018125$726,913$199,486$7,979iApproximate average salary by contribution assumption: employee only about $199,486 at 4% or $132,991 at 6%; with 50% employer match about $132,991 at 4% or $88,660 at 6%; with 100% employer match about $99,743 at 4% or $66,495 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-25$726,913$199,486$7,979iApproximate average salary by contribution assumption: employee only about $199,486 at 4% or $132,991 at 6%; with 50% employer match about $132,991 at 4% or $88,660 at 6%; with 100% employer match about $99,743 at 4% or $66,495 at 6%.
2017121$673,330$189,632$9,030iApproximate average salary by contribution assumption: employee only about $225,752 at 4% or $150,502 at 6%; with 50% employer match about $150,502 at 4% or $100,334 at 6%; with 100% employer match about $112,876 at 4% or $75,251 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-21$673,330$189,632$9,030iApproximate average salary by contribution assumption: employee only about $225,752 at 4% or $150,502 at 6%; with 50% employer match about $150,502 at 4% or $100,334 at 6%; with 100% employer match about $112,876 at 4% or $75,251 at 6%.
2016114$450,722$104,175$7,441iApproximate average salary by contribution assumption: employee only about $186,027 at 4% or $124,018 at 6%; with 50% employer match about $124,018 at 4% or $82,679 at 6%; with 100% employer match about $93,013 at 4% or $62,009 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-14$450,722$104,175$7,441iApproximate average salary by contribution assumption: employee only about $186,027 at 4% or $124,018 at 6%; with 50% employer match about $124,018 at 4% or $82,679 at 6%; with 100% employer match about $93,013 at 4% or $62,009 at 6%.
2015114$329,874$124,388$8,885iApproximate average salary by contribution assumption: employee only about $222,121 at 4% or $148,081 at 6%; with 50% employer match about $148,081 at 4% or $98,721 at 6%; with 100% employer match about $111,061 at 4% or $74,040 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-14$329,874$124,388$8,885iApproximate average salary by contribution assumption: employee only about $222,121 at 4% or $148,081 at 6%; with 50% employer match about $148,081 at 4% or $98,721 at 6%; with 100% employer match about $111,061 at 4% or $74,040 at 6%.
201418$213,643$81,690$10,211iApproximate average salary by contribution assumption: employee only about $255,281 at 4% or $170,188 at 6%; with 50% employer match about $170,188 at 4% or $113,458 at 6%; with 100% employer match about $127,641 at 4% or $85,094 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-8$213,643$81,690$10,211iApproximate average salary by contribution assumption: employee only about $255,281 at 4% or $170,188 at 6%; with 50% employer match about $170,188 at 4% or $113,458 at 6%; with 100% employer match about $127,641 at 4% or $85,094 at 6%.
201318$134,575$71,239$8,905iApproximate average salary by contribution assumption: employee only about $222,622 at 4% or $148,415 at 6%; with 50% employer match about $148,415 at 4% or $98,943 at 6%; with 100% employer match about $111,311 at 4% or $74,207 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-8$134,575$71,239$8,905iApproximate average salary by contribution assumption: employee only about $222,622 at 4% or $148,415 at 6%; with 50% employer match about $148,415 at 4% or $98,943 at 6%; with 100% employer match about $111,311 at 4% or $74,207 at 6%.
201214$57,357$39,673$9,918iApproximate average salary by contribution assumption: employee only about $247,956 at 4% or $165,304 at 6%; with 50% employer match about $165,304 at 4% or $110,203 at 6%; with 100% employer match about $123,978 at 4% or $82,652 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-4$57,357$39,673$9,918iApproximate average salary by contribution assumption: employee only about $247,956 at 4% or $165,304 at 6%; with 50% employer match about $165,304 at 4% or $110,203 at 6%; with 100% employer match about $123,978 at 4% or $82,652 at 6%.
201113$16,867$16,867$5,622iApproximate average salary by contribution assumption: employee only about $140,558 at 4% or $93,706 at 6%; with 50% employer match about $93,706 at 4% or $62,470 at 6%; with 100% employer match about $70,279 at 4% or $46,853 at 6%.
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-3$16,867$16,867$5,622iApproximate average salary by contribution assumption: employee only about $140,558 at 4% or $93,706 at 6%; with 50% employer match about $93,706 at 4% or $62,470 at 6%; with 100% employer match about $70,279 at 4% or $46,853 at 6%.
201010$0$0-
Fort Point Capital Partners LLC 401(K) Profit Sharing Plan-0$0$0-