Civic Intelligence

SHOREPOINT CAPITAL PARTNERS, LLC

Plan context: SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN

EIN 27-1108488 • Norwood, MA • 14 filings • 2 plans

220 Norwood Park SouthSuite 101Norwood, MA 02062
Current Snapshot

Latest Year

2025

2025 Participants

11

2025 Assets

$2,177,042

2025 Contributions

$339,023

Historical Graphs

Total Assets Over Time

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

$2,177,042$1,088,521$0201220182024YearValue
$2,177,042Latest year 2024

Participants Over Time

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

1160201220182024YearValue
11Latest 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
202510$0$0-
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-0$0$0-
2024111$2,177,042$339,023$30,820iApproximate average salary by contribution assumption: employee only about $770,507 at 4% or $513,671 at 6%; with 50% employer match about $513,671 at 4% or $342,447 at 6%; with 100% employer match about $385,253 at 4% or $256,836 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-11$2,177,042$339,023$30,820iApproximate average salary by contribution assumption: employee only about $770,507 at 4% or $513,671 at 6%; with 50% employer match about $513,671 at 4% or $342,447 at 6%; with 100% employer match about $385,253 at 4% or $256,836 at 6%.
2023111$1,596,062$248,391$22,581iApproximate average salary by contribution assumption: employee only about $564,525 at 4% or $376,350 at 6%; with 50% employer match about $376,350 at 4% or $250,900 at 6%; with 100% employer match about $282,263 at 4% or $188,175 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-11$1,596,062$248,391$22,581iApproximate average salary by contribution assumption: employee only about $564,525 at 4% or $376,350 at 6%; with 50% employer match about $376,350 at 4% or $250,900 at 6%; with 100% employer match about $282,263 at 4% or $188,175 at 6%.
202218$1,531,887$135,016$16,877iApproximate average salary by contribution assumption: employee only about $421,925 at 4% or $281,283 at 6%; with 50% employer match about $281,283 at 4% or $187,522 at 6%; with 100% employer match about $210,963 at 4% or $140,642 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-8$1,531,887$135,016$16,877iApproximate average salary by contribution assumption: employee only about $421,925 at 4% or $281,283 at 6%; with 50% employer match about $281,283 at 4% or $187,522 at 6%; with 100% employer match about $210,963 at 4% or $140,642 at 6%.
202119$2,167,727$212,550$23,617iApproximate average salary by contribution assumption: employee only about $590,417 at 4% or $393,611 at 6%; with 50% employer match about $393,611 at 4% or $262,407 at 6%; with 100% employer match about $295,208 at 4% or $196,806 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-9$2,167,727$212,550$23,617iApproximate average salary by contribution assumption: employee only about $590,417 at 4% or $393,611 at 6%; with 50% employer match about $393,611 at 4% or $262,407 at 6%; with 100% employer match about $295,208 at 4% or $196,806 at 6%.
202018$1,605,294$211,355$26,419iApproximate average salary by contribution assumption: employee only about $660,484 at 4% or $440,323 at 6%; with 50% employer match about $440,323 at 4% or $293,549 at 6%; with 100% employer match about $330,242 at 4% or $220,161 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-8$1,605,294$211,355$26,419iApproximate average salary by contribution assumption: employee only about $660,484 at 4% or $440,323 at 6%; with 50% employer match about $440,323 at 4% or $293,549 at 6%; with 100% employer match about $330,242 at 4% or $220,161 at 6%.
201919$1,201,891$312,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-9$1,201,891$312,000$34,667iApproximate average salary by contribution assumption: employee only about $866,667 at 4% or $577,778 at 6%; with 50% employer match about $577,778 at 4% or $385,185 at 6%; with 100% employer match about $433,333 at 4% or $288,889 at 6%.
201818$734,384$167,817$20,977iApproximate average salary by contribution assumption: employee only about $524,428 at 4% or $349,619 at 6%; with 50% employer match about $349,619 at 4% or $233,079 at 6%; with 100% employer match about $262,214 at 4% or $174,809 at 6%.
SHOREPOINT CAPITAL PARTNERS, LLC 401(K) PLAN-8$734,384$167,817$20,977iApproximate average salary by contribution assumption: employee only about $524,428 at 4% or $349,619 at 6%; with 50% employer match about $349,619 at 4% or $233,079 at 6%; with 100% employer match about $262,214 at 4% or $174,809 at 6%.
201718$685,440$134,961$16,870iApproximate average salary by contribution assumption: employee only about $421,753 at 4% or $281,169 at 6%; with 50% employer match about $281,169 at 4% or $187,446 at 6%; with 100% employer match about $210,877 at 4% or $140,584 at 6%.
SHOREPOINT CAPITAL PARTNERS LLC 401(K) PLAN-8$685,440$134,961$16,870iApproximate average salary by contribution assumption: employee only about $421,753 at 4% or $281,169 at 6%; with 50% employer match about $281,169 at 4% or $187,446 at 6%; with 100% employer match about $210,877 at 4% or $140,584 at 6%.
201616$468,411$77,158$12,860iApproximate average salary by contribution assumption: employee only about $321,492 at 4% or $214,328 at 6%; with 50% employer match about $214,328 at 4% or $142,885 at 6%; with 100% employer match about $160,746 at 4% or $107,164 at 6%.
SHOREPOINT CAPITAL PARTNERS LLC 401(K) PLAN-6$468,411$77,158$12,860iApproximate average salary by contribution assumption: employee only about $321,492 at 4% or $214,328 at 6%; with 50% employer match about $214,328 at 4% or $142,885 at 6%; with 100% employer match about $160,746 at 4% or $107,164 at 6%.
201515$339,965$92,340$18,468iApproximate average salary by contribution assumption: employee only about $461,700 at 4% or $307,800 at 6%; with 50% employer match about $307,800 at 4% or $205,200 at 6%; with 100% employer match about $230,850 at 4% or $153,900 at 6%.
SHOREPOINT CAPITAL PARTNERS LLC 401(K) PLAN-5$339,965$92,340$18,468iApproximate average salary by contribution assumption: employee only about $461,700 at 4% or $307,800 at 6%; with 50% employer match about $307,800 at 4% or $205,200 at 6%; with 100% employer match about $230,850 at 4% or $153,900 at 6%.
201414$257,152$73,239$18,310iApproximate average salary by contribution assumption: employee only about $457,744 at 4% or $305,163 at 6%; with 50% employer match about $305,163 at 4% or $203,442 at 6%; with 100% employer match about $228,872 at 4% or $152,581 at 6%.
SHOREPOINT CAPITAL PARTNERS LLC 401(K) PLAN-4$257,152$73,239$18,310iApproximate average salary by contribution assumption: employee only about $457,744 at 4% or $305,163 at 6%; with 50% employer match about $305,163 at 4% or $203,442 at 6%; with 100% employer match about $228,872 at 4% or $152,581 at 6%.
201314$173,227$70,568$17,642iApproximate average salary by contribution assumption: employee only about $441,050 at 4% or $294,033 at 6%; with 50% employer match about $294,033 at 4% or $196,022 at 6%; with 100% employer match about $220,525 at 4% or $147,017 at 6%.
SHOREPOINT CAPITAL PARTNERS LLC 401(K) PLAN-4$173,227$70,568$17,642iApproximate average salary by contribution assumption: employee only about $441,050 at 4% or $294,033 at 6%; with 50% employer match about $294,033 at 4% or $196,022 at 6%; with 100% employer match about $220,525 at 4% or $147,017 at 6%.
201214$79,925$76,073$19,018iApproximate average salary by contribution assumption: employee only about $475,456 at 4% or $316,971 at 6%; with 50% employer match about $316,971 at 4% or $211,314 at 6%; with 100% employer match about $237,728 at 4% or $158,485 at 6%.
SHOREPOINT CAPITAL PARTNERS LLC 401(K) PLAN-4$79,925$76,073$19,018iApproximate average salary by contribution assumption: employee only about $475,456 at 4% or $316,971 at 6%; with 50% employer match about $316,971 at 4% or $211,314 at 6%; with 100% employer match about $237,728 at 4% or $158,485 at 6%.