Civic Intelligence

Clearpoint Financial

Plan context: Clearpoint Financial Ps 401(K) Plan

EIN 27-3971851 • Bellevue, WA • 7 filings • 1 plans

600 108th Ave NESuite 1014Bellevue, WA 98004
Current Snapshot

Latest Year

2017

2017 Participants

10

2017 Assets

$910,485

2017 Contributions

$69,862

Historical Graphs

Total Assets Over Time

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

$910,485$455,243$0201120142016YearValue
$910,485Latest year 2016

Participants Over Time

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

1160201120142016YearValue
10Latest year 2016

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
201710$0$69,862-
Clearpoint Financial Ps 401(K) Plan-0$0$69,862-
2016110$910,485$203,259$20,326iApproximate average salary by contribution assumption: employee only about $508,148 at 4% or $338,765 at 6%; with 50% employer match about $338,765 at 4% or $225,843 at 6%; with 100% employer match about $254,074 at 4% or $169,383 at 6%.
Clearpoint Financial Ps 401(K) Plan-10$910,485$203,259$20,326iApproximate average salary by contribution assumption: employee only about $508,148 at 4% or $338,765 at 6%; with 50% employer match about $338,765 at 4% or $225,843 at 6%; with 100% employer match about $254,074 at 4% or $169,383 at 6%.
2015111$703,245$160,271$14,570iApproximate average salary by contribution assumption: employee only about $364,252 at 4% or $242,835 at 6%; with 50% employer match about $242,835 at 4% or $161,890 at 6%; with 100% employer match about $182,126 at 4% or $121,417 at 6%.
Clearpoint Financial Ps 401(K) Plan-11$703,245$160,271$14,570iApproximate average salary by contribution assumption: employee only about $364,252 at 4% or $242,835 at 6%; with 50% employer match about $242,835 at 4% or $161,890 at 6%; with 100% employer match about $182,126 at 4% or $121,417 at 6%.
201418$587,146$164,912$20,614iApproximate average salary by contribution assumption: employee only about $515,350 at 4% or $343,567 at 6%; with 50% employer match about $343,567 at 4% or $229,044 at 6%; with 100% employer match about $257,675 at 4% or $171,783 at 6%.
Clearpoint Financial Ps 401(K) Plan-8$587,146$164,912$20,614iApproximate average salary by contribution assumption: employee only about $515,350 at 4% or $343,567 at 6%; with 50% employer match about $343,567 at 4% or $229,044 at 6%; with 100% employer match about $257,675 at 4% or $171,783 at 6%.
201318$401,009$167,574$20,947iApproximate average salary by contribution assumption: employee only about $523,669 at 4% or $349,113 at 6%; with 50% employer match about $349,113 at 4% or $232,742 at 6%; with 100% employer match about $261,834 at 4% or $174,556 at 6%.
Clearpoint Financial Ps 401(K) Plan-8$401,009$167,574$20,947iApproximate average salary by contribution assumption: employee only about $523,669 at 4% or $349,113 at 6%; with 50% employer match about $349,113 at 4% or $232,742 at 6%; with 100% employer match about $261,834 at 4% or $174,556 at 6%.
201218$220,394$158,096$19,762iApproximate average salary by contribution assumption: employee only about $494,050 at 4% or $329,367 at 6%; with 50% employer match about $329,367 at 4% or $219,578 at 6%; with 100% employer match about $247,025 at 4% or $164,683 at 6%.
Clearpoint Financial Ps 401(K) Plan-8$220,394$158,096$19,762iApproximate average salary by contribution assumption: employee only about $494,050 at 4% or $329,367 at 6%; with 50% employer match about $329,367 at 4% or $219,578 at 6%; with 100% employer match about $247,025 at 4% or $164,683 at 6%.
201115$58,579$57,991$11,598iApproximate average salary by contribution assumption: employee only about $289,955 at 4% or $193,303 at 6%; with 50% employer match about $193,303 at 4% or $128,869 at 6%; with 100% employer match about $144,978 at 4% or $96,652 at 6%.
Clearpoint Financial Ps 401(K) Plan-5$58,579$57,991$11,598iApproximate average salary by contribution assumption: employee only about $289,955 at 4% or $193,303 at 6%; with 50% employer match about $193,303 at 4% or $128,869 at 6%; with 100% employer match about $144,978 at 4% or $96,652 at 6%.