Civic Intelligence

Stratapoint Financial LLC

Plan context: Stratapoint Financial LLC 401(K) Profit Sharing Plan

EIN 26-2776389 • Oak Creek, WI • 6 filings • 2 plans

640 E Pergola PlaceOak Creek, WI 53154
Current Snapshot

Latest Year

2016

2016 Participants

3

2016 Assets

$104,855

2016 Contributions

$12,620

Historical Graphs

Total Assets Over Time

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

$333,030$166,515$0201120132015YearValue
$104,855Latest year 2015

Participants Over Time

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

630201120132015YearValue
3Latest year 2015

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
201610$0$0-
Stratapoint Financial LLC 401(K) Profit Sharing Plan-0$0$0-
201513$104,855$12,620$4,207iApproximate average salary by contribution assumption: employee only about $105,167 at 4% or $70,111 at 6%; with 50% employer match about $70,111 at 4% or $46,741 at 6%; with 100% employer match about $52,583 at 4% or $35,056 at 6%.
Stratapoint Financial LLC 401(K) Profit Sharing Plan-3$104,855$12,620$4,207iApproximate average salary by contribution assumption: employee only about $105,167 at 4% or $70,111 at 6%; with 50% employer match about $70,111 at 4% or $46,741 at 6%; with 100% employer match about $52,583 at 4% or $35,056 at 6%.
201416$333,030$39,497$6,583iApproximate average salary by contribution assumption: employee only about $164,571 at 4% or $109,714 at 6%; with 50% employer match about $109,714 at 4% or $73,143 at 6%; with 100% employer match about $82,285 at 4% or $54,857 at 6%.
Stratapoint Financial LLC 401(K) Profit Sharing Plan-6$333,030$39,497$6,583iApproximate average salary by contribution assumption: employee only about $164,571 at 4% or $109,714 at 6%; with 50% employer match about $109,714 at 4% or $73,143 at 6%; with 100% employer match about $82,285 at 4% or $54,857 at 6%.
201316$284,301$30,893$5,149iApproximate average salary by contribution assumption: employee only about $128,721 at 4% or $85,814 at 6%; with 50% employer match about $85,814 at 4% or $57,209 at 6%; with 100% employer match about $64,360 at 4% or $42,907 at 6%.
Stratapoint Financial LLC 401(K) Profit Sharing Plan-6$284,301$30,893$5,149iApproximate average salary by contribution assumption: employee only about $128,721 at 4% or $85,814 at 6%; with 50% employer match about $85,814 at 4% or $57,209 at 6%; with 100% employer match about $64,360 at 4% or $42,907 at 6%.
201215$219,886$184,692$36,938iApproximate average salary by contribution assumption: employee only about $923,460 at 4% or $615,640 at 6%; with 50% employer match about $615,640 at 4% or $410,427 at 6%; with 100% employer match about $461,730 at 4% or $307,820 at 6%.
Stratapoint Financial LLC 401(K) Profit Sharing Plan-5$219,886$184,692$36,938iApproximate average salary by contribution assumption: employee only about $923,460 at 4% or $615,640 at 6%; with 50% employer match about $615,640 at 4% or $410,427 at 6%; with 100% employer match about $461,730 at 4% or $307,820 at 6%.
201114$25,918$25,576$6,394iApproximate average salary by contribution assumption: employee only about $159,850 at 4% or $106,567 at 6%; with 50% employer match about $106,567 at 4% or $71,044 at 6%; with 100% employer match about $79,925 at 4% or $53,283 at 6%.
Stratapoint Financial LLC 401(K) Profit Sharing Plan-4$25,918$25,576$6,394iApproximate average salary by contribution assumption: employee only about $159,850 at 4% or $106,567 at 6%; with 50% employer match about $106,567 at 4% or $71,044 at 6%; with 100% employer match about $79,925 at 4% or $53,283 at 6%.