Cedarpoint Investment Advisors
Plan context: Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust
EIN 26-4090338 • Delafield, WI • 7 filings • 1 plans
Current Snapshot
Latest Year
2016
2016 Participants
4
2016 Assets
$850,295
2016 Contributions
$88,957
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 | 0 | $0 | $88,957 | - |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 0 | $0 | $88,957 | - |
| 2015 | 1 | 4 | $850,295 | $185,674 | $46,419iApproximate average salary by contribution assumption: employee only about $1,160,463 at 4% or $773,642 at 6%; with 50% employer match about $773,642 at 4% or $515,761 at 6%; with 100% employer match about $580,231 at 4% or $386,821 at 6%. |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 4 | $850,295 | $185,674 | $46,419iApproximate average salary by contribution assumption: employee only about $1,160,463 at 4% or $773,642 at 6%; with 50% employer match about $773,642 at 4% or $515,761 at 6%; with 100% employer match about $580,231 at 4% or $386,821 at 6%. |
| 2014 | 1 | 4 | $660,858 | $114,801 | $28,700iApproximate average salary by contribution assumption: employee only about $717,506 at 4% or $478,338 at 6%; with 50% employer match about $478,338 at 4% or $318,892 at 6%; with 100% employer match about $358,753 at 4% or $239,169 at 6%. |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 4 | $660,858 | $114,801 | $28,700iApproximate average salary by contribution assumption: employee only about $717,506 at 4% or $478,338 at 6%; with 50% employer match about $478,338 at 4% or $318,892 at 6%; with 100% employer match about $358,753 at 4% or $239,169 at 6%. |
| 2013 | 1 | 4 | $512,935 | $239,699 | $59,925iApproximate average salary by contribution assumption: employee only about $1,498,119 at 4% or $998,746 at 6%; with 50% employer match about $998,746 at 4% or $665,831 at 6%; with 100% employer match about $749,059 at 4% or $499,373 at 6%. |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 4 | $512,935 | $239,699 | $59,925iApproximate average salary by contribution assumption: employee only about $1,498,119 at 4% or $998,746 at 6%; with 50% employer match about $998,746 at 4% or $665,831 at 6%; with 100% employer match about $749,059 at 4% or $499,373 at 6%. |
| 2012 | 1 | 3 | $239,653 | $111,999 | $37,333iApproximate average salary by contribution assumption: employee only about $933,325 at 4% or $622,217 at 6%; with 50% employer match about $622,217 at 4% or $414,811 at 6%; with 100% employer match about $466,663 at 4% or $311,108 at 6%. |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 3 | $239,653 | $111,999 | $37,333iApproximate average salary by contribution assumption: employee only about $933,325 at 4% or $622,217 at 6%; with 50% employer match about $622,217 at 4% or $414,811 at 6%; with 100% employer match about $466,663 at 4% or $311,108 at 6%. |
| 2011 | 1 | 3 | $101,687 | $65,195 | $21,732iApproximate average salary by contribution assumption: employee only about $543,292 at 4% or $362,194 at 6%; with 50% employer match about $362,194 at 4% or $241,463 at 6%; with 100% employer match about $271,646 at 4% or $181,097 at 6%. |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 3 | $101,687 | $65,195 | $21,732iApproximate average salary by contribution assumption: employee only about $543,292 at 4% or $362,194 at 6%; with 50% employer match about $362,194 at 4% or $241,463 at 6%; with 100% employer match about $271,646 at 4% or $181,097 at 6%. |
| 2010 | 1 | 3 | $39,416 | $35,753 | $11,918iApproximate average salary by contribution assumption: employee only about $297,942 at 4% or $198,628 at 6%; with 50% employer match about $198,628 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%. |
| Cedarpoint Investment Advisors 401 K Profit Sharing Plan Trust | - | 3 | $39,416 | $35,753 | $11,918iApproximate average salary by contribution assumption: employee only about $297,942 at 4% or $198,628 at 6%; with 50% employer match about $198,628 at 4% or $132,419 at 6%; with 100% employer match about $148,971 at 4% or $99,314 at 6%. |