Civic Intelligence

Fieldpoint Private Bank & Trust

Plan context: Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust

EIN 26-2436838 • Greenwich, CT • 22 filings • 8 plans

100 Field Point RdGreenwich, CT 06830-6451
Current Snapshot

Latest Year

2025

2025 Participants

84

2025 Assets

$7,228,827

2025 Contributions

$1,065,299

Historical Graphs

Total Assets Over Time

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

$13,959,654$6,979,827$0200820162024YearValue
$7,228,827Latest year 2024

Participants Over Time

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

143720200820172025YearValue
84Latest 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
2025184$0$0-
Fieldpoint Private Bank & Trust Employee Benefits Plan-84---
20242101$7,228,827$1,065,299$10,548iApproximate average salary by contribution assumption: employee only about $263,688 at 4% or $175,792 at 6%; with 50% employer match about $175,792 at 4% or $117,195 at 6%; with 100% employer match about $131,844 at 4% or $87,896 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-96$7,228,827$1,065,299$11,097iApproximate average salary by contribution assumption: employee only about $277,422 at 4% or $184,948 at 6%; with 50% employer match about $184,948 at 4% or $123,298 at 6%; with 100% employer match about $138,711 at 4% or $92,474 at 6%.
Fieldpoint Private Bank & Trust Employee Benefits Plan-101---
2023288$7,039,051$1,197,624$13,609iApproximate average salary by contribution assumption: employee only about $340,234 at 4% or $226,823 at 6%; with 50% employer match about $226,823 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-88$7,039,051$1,197,624$13,609iApproximate average salary by contribution assumption: employee only about $340,234 at 4% or $226,823 at 6%; with 50% employer match about $226,823 at 4% or $151,215 at 6%; with 100% employer match about $170,117 at 4% or $113,411 at 6%.
Fieldpoint Private Bank & Trust Employee Benefits Plan-85---
20222118$8,127,615$2,510,651$21,277iApproximate average salary by contribution assumption: employee only about $531,918 at 4% or $354,612 at 6%; with 50% employer match about $354,612 at 4% or $236,408 at 6%; with 100% employer match about $265,959 at 4% or $177,306 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-116$8,127,615$2,510,651$21,644iApproximate average salary by contribution assumption: employee only about $541,089 at 4% or $360,726 at 6%; with 50% employer match about $360,726 at 4% or $240,484 at 6%; with 100% employer match about $270,544 at 4% or $180,363 at 6%.
Fieldpoint Private Bank & Trust Employee Benefits Plan-118---
20212143$13,959,654$2,380,199$16,645iApproximate average salary by contribution assumption: employee only about $416,119 at 4% or $277,412 at 6%; with 50% employer match about $277,412 at 4% or $184,942 at 6%; with 100% employer match about $208,059 at 4% or $138,706 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-143$13,959,654$2,380,199$16,645iApproximate average salary by contribution assumption: employee only about $416,119 at 4% or $277,412 at 6%; with 50% employer match about $277,412 at 4% or $184,942 at 6%; with 100% employer match about $208,059 at 4% or $138,706 at 6%.
Fieldpoint Private Bank & Trust Employee Benefits Plan-115---
2020198$11,779,849$1,543,213$15,747iApproximate average salary by contribution assumption: employee only about $393,677 at 4% or $262,451 at 6%; with 50% employer match about $262,451 at 4% or $174,967 at 6%; with 100% employer match about $196,838 at 4% or $131,226 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-98$11,779,849$1,543,213$15,747iApproximate average salary by contribution assumption: employee only about $393,677 at 4% or $262,451 at 6%; with 50% employer match about $262,451 at 4% or $174,967 at 6%; with 100% employer match about $196,838 at 4% or $131,226 at 6%.
2019184$9,272,265$1,450,218$17,265iApproximate average salary by contribution assumption: employee only about $431,613 at 4% or $287,742 at 6%; with 50% employer match about $287,742 at 4% or $191,828 at 6%; with 100% employer match about $215,806 at 4% or $143,871 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-84$9,272,265$1,450,218$17,265iApproximate average salary by contribution assumption: employee only about $431,613 at 4% or $287,742 at 6%; with 50% employer match about $287,742 at 4% or $191,828 at 6%; with 100% employer match about $215,806 at 4% or $143,871 at 6%.
2018191$7,851,694$1,400,487$15,390iApproximate average salary by contribution assumption: employee only about $384,749 at 4% or $256,499 at 6%; with 50% employer match about $256,499 at 4% or $171,000 at 6%; with 100% employer match about $192,375 at 4% or $128,250 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-91$7,851,694$1,400,487$15,390iApproximate average salary by contribution assumption: employee only about $384,749 at 4% or $256,499 at 6%; with 50% employer match about $256,499 at 4% or $171,000 at 6%; with 100% employer match about $192,375 at 4% or $128,250 at 6%.
2017183$8,330,008$1,189,766$14,335iApproximate average salary by contribution assumption: employee only about $358,363 at 4% or $238,909 at 6%; with 50% employer match about $238,909 at 4% or $159,273 at 6%; with 100% employer match about $179,182 at 4% or $119,454 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-83$8,330,008$1,189,766$14,335iApproximate average salary by contribution assumption: employee only about $358,363 at 4% or $238,909 at 6%; with 50% employer match about $238,909 at 4% or $159,273 at 6%; with 100% employer match about $179,182 at 4% or $119,454 at 6%.
2016176$6,145,648$1,258,407$16,558iApproximate average salary by contribution assumption: employee only about $413,950 at 4% or $275,966 at 6%; with 50% employer match about $275,966 at 4% or $183,978 at 6%; with 100% employer match about $206,975 at 4% or $137,983 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-76$6,145,648$1,258,407$16,558iApproximate average salary by contribution assumption: employee only about $413,950 at 4% or $275,966 at 6%; with 50% employer match about $275,966 at 4% or $183,978 at 6%; with 100% employer match about $206,975 at 4% or $137,983 at 6%.
2015182$4,549,318$1,026,424$12,517iApproximate average salary by contribution assumption: employee only about $312,934 at 4% or $208,623 at 6%; with 50% employer match about $208,623 at 4% or $139,082 at 6%; with 100% employer match about $156,467 at 4% or $104,311 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-82$4,549,318$1,026,424$12,517iApproximate average salary by contribution assumption: employee only about $312,934 at 4% or $208,623 at 6%; with 50% employer match about $208,623 at 4% or $139,082 at 6%; with 100% employer match about $156,467 at 4% or $104,311 at 6%.
2014183$3,593,753$896,131$10,797iApproximate average salary by contribution assumption: employee only about $269,919 at 4% or $179,946 at 6%; with 50% employer match about $179,946 at 4% or $119,964 at 6%; with 100% employer match about $134,959 at 4% or $89,973 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-83$3,593,753$896,131$10,797iApproximate average salary by contribution assumption: employee only about $269,919 at 4% or $179,946 at 6%; with 50% employer match about $179,946 at 4% or $119,964 at 6%; with 100% employer match about $134,959 at 4% or $89,973 at 6%.
2013171$2,824,390$867,012$12,211iApproximate average salary by contribution assumption: employee only about $305,286 at 4% or $203,524 at 6%; with 50% employer match about $203,524 at 4% or $135,683 at 6%; with 100% employer match about $152,643 at 4% or $101,762 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-71$2,824,390$867,012$12,211iApproximate average salary by contribution assumption: employee only about $305,286 at 4% or $203,524 at 6%; with 50% employer match about $203,524 at 4% or $135,683 at 6%; with 100% employer match about $152,643 at 4% or $101,762 at 6%.
2012169$2,194,510$615,776$8,924iApproximate average salary by contribution assumption: employee only about $223,107 at 4% or $148,738 at 6%; with 50% employer match about $148,738 at 4% or $99,159 at 6%; with 100% employer match about $111,554 at 4% or $74,369 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-69$2,194,510$615,776$8,924iApproximate average salary by contribution assumption: employee only about $223,107 at 4% or $148,738 at 6%; with 50% employer match about $148,738 at 4% or $99,159 at 6%; with 100% employer match about $111,554 at 4% or $74,369 at 6%.
2011136$1,198,468$690,308$19,175iApproximate average salary by contribution assumption: employee only about $479,381 at 4% or $319,587 at 6%; with 50% employer match about $319,587 at 4% or $213,058 at 6%; with 100% employer match about $239,690 at 4% or $159,794 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-36$1,198,468$690,308$19,175iApproximate average salary by contribution assumption: employee only about $479,381 at 4% or $319,587 at 6%; with 50% employer match about $319,587 at 4% or $213,058 at 6%; with 100% employer match about $239,690 at 4% or $159,794 at 6%.
2010119$583,862$269,133$14,165iApproximate average salary by contribution assumption: employee only about $354,122 at 4% or $236,082 at 6%; with 50% employer match about $236,082 at 4% or $157,388 at 6%; with 100% employer match about $177,061 at 4% or $118,041 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-19$583,862$269,133$14,165iApproximate average salary by contribution assumption: employee only about $354,122 at 4% or $236,082 at 6%; with 50% employer match about $236,082 at 4% or $157,388 at 6%; with 100% employer match about $177,061 at 4% or $118,041 at 6%.
2009118$299,058$169,863$9,437iApproximate average salary by contribution assumption: employee only about $235,921 at 4% or $157,281 at 6%; with 50% employer match about $157,281 at 4% or $104,854 at 6%; with 100% employer match about $117,960 at 4% or $78,640 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-18$299,058$169,863$9,437iApproximate average salary by contribution assumption: employee only about $235,921 at 4% or $157,281 at 6%; with 50% employer match about $157,281 at 4% or $104,854 at 6%; with 100% employer match about $117,960 at 4% or $78,640 at 6%.
2008122$86,579$98,024$4,456iApproximate average salary by contribution assumption: employee only about $111,391 at 4% or $74,261 at 6%; with 50% employer match about $74,261 at 4% or $49,507 at 6%; with 100% employer match about $55,695 at 4% or $37,130 at 6%.
Fieldpoint Private Bank & Trus 401(K) Profit Sharing Plan & Trust-22$86,579$98,024$4,456iApproximate average salary by contribution assumption: employee only about $111,391 at 4% or $74,261 at 6%; with 50% employer match about $74,261 at 4% or $49,507 at 6%; with 100% employer match about $55,695 at 4% or $37,130 at 6%.