Civic Intelligence

Waypoint Insurance Advisors In

Plan context: Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust

EIN 26-2643366 • Hopkins, MN • 6 filings • 2 plans

7900 Excelsior Blvd Ste 2000Hopkins, MN 55343
Current Snapshot

Latest Year

2019

2019 Participants

12

2019 Assets

$410,827

2019 Contributions

$44,517

Historical Graphs

Total Assets Over Time

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

$410,827$205,414$0201420172019YearValue
$410,827Latest year 2019

Participants Over Time

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

1260201420172019YearValue
12Latest 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
2019112$410,827$44,517$3,710iApproximate average salary by contribution assumption: employee only about $92,744 at 4% or $61,829 at 6%; with 50% employer match about $61,829 at 4% or $41,219 at 6%; with 100% employer match about $46,372 at 4% or $30,915 at 6%.
Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust-12$410,827$44,517$3,710iApproximate average salary by contribution assumption: employee only about $92,744 at 4% or $61,829 at 6%; with 50% employer match about $61,829 at 4% or $41,219 at 6%; with 100% employer match about $46,372 at 4% or $30,915 at 6%.
2018112$301,985$47,847$3,987iApproximate average salary by contribution assumption: employee only about $99,681 at 4% or $66,454 at 6%; with 50% employer match about $66,454 at 4% or $44,303 at 6%; with 100% employer match about $49,841 at 4% or $33,227 at 6%.
Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust-12$301,985$47,847$3,987iApproximate average salary by contribution assumption: employee only about $99,681 at 4% or $66,454 at 6%; with 50% employer match about $66,454 at 4% or $44,303 at 6%; with 100% employer match about $49,841 at 4% or $33,227 at 6%.
2017110$409,477$47,996$4,800iApproximate average salary by contribution assumption: employee only about $119,990 at 4% or $79,993 at 6%; with 50% employer match about $79,993 at 4% or $53,329 at 6%; with 100% employer match about $59,995 at 4% or $39,997 at 6%.
Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust-10$409,477$47,996$4,800iApproximate average salary by contribution assumption: employee only about $119,990 at 4% or $79,993 at 6%; with 50% employer match about $79,993 at 4% or $53,329 at 6%; with 100% employer match about $59,995 at 4% or $39,997 at 6%.
2016110$360,674$77,309$7,731iApproximate average salary by contribution assumption: employee only about $193,273 at 4% or $128,848 at 6%; with 50% employer match about $128,848 at 4% or $85,899 at 6%; with 100% employer match about $96,636 at 4% or $64,424 at 6%.
Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust-10$360,674$77,309$7,731iApproximate average salary by contribution assumption: employee only about $193,273 at 4% or $128,848 at 6%; with 50% employer match about $128,848 at 4% or $85,899 at 6%; with 100% employer match about $96,636 at 4% or $64,424 at 6%.
201519$256,410$75,518$8,391iApproximate average salary by contribution assumption: employee only about $209,772 at 4% or $139,848 at 6%; with 50% employer match about $139,848 at 4% or $93,232 at 6%; with 100% employer match about $104,886 at 4% or $69,924 at 6%.
Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust-9$256,410$75,518$8,391iApproximate average salary by contribution assumption: employee only about $209,772 at 4% or $139,848 at 6%; with 50% employer match about $139,848 at 4% or $93,232 at 6%; with 100% employer match about $104,886 at 4% or $69,924 at 6%.
201419$241,927$99,407$11,045iApproximate average salary by contribution assumption: employee only about $276,131 at 4% or $184,087 at 6%; with 50% employer match about $184,087 at 4% or $122,725 at 6%; with 100% employer match about $138,065 at 4% or $92,044 at 6%.
Waypoint Insurance Advisors in 401 K Profit Sharing Plan Trust-9$241,927$99,407$11,045iApproximate average salary by contribution assumption: employee only about $276,131 at 4% or $184,087 at 6%; with 50% employer match about $184,087 at 4% or $122,725 at 6%; with 100% employer match about $138,065 at 4% or $92,044 at 6%.