Civic Intelligence

Lake Point Advisory Group LLC

Plan context: Lake Point Advisory Group LLC 401(K) Plan

EIN 27-4417738 • Rockwall, TX • 9 filings • 2 plans

1 Horizon CT Suite ARockwall, TX 75032
Current Snapshot

Latest Year

2020

2020 Participants

16

2020 Assets

$1,045,778

2020 Contributions

$154,430

Historical Graphs

Total Assets Over Time

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

$1,045,778$522,889$0201220162020YearValue
$1,045,778Latest year 2020

Participants Over Time

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

1680201220162020YearValue
16Latest year 2020

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
2020116$1,045,778$154,430$9,652iApproximate average salary by contribution assumption: employee only about $241,297 at 4% or $160,865 at 6%; with 50% employer match about $160,865 at 4% or $107,243 at 6%; with 100% employer match about $120,648 at 4% or $80,432 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-16$1,045,778$154,430$9,652iApproximate average salary by contribution assumption: employee only about $241,297 at 4% or $160,865 at 6%; with 50% employer match about $160,865 at 4% or $107,243 at 6%; with 100% employer match about $120,648 at 4% or $80,432 at 6%.
2019116$913,771$123,826$7,739iApproximate average salary by contribution assumption: employee only about $193,478 at 4% or $128,985 at 6%; with 50% employer match about $128,985 at 4% or $85,990 at 6%; with 100% employer match about $96,739 at 4% or $64,493 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-16$913,771$123,826$7,739iApproximate average salary by contribution assumption: employee only about $193,478 at 4% or $128,985 at 6%; with 50% employer match about $128,985 at 4% or $85,990 at 6%; with 100% employer match about $96,739 at 4% or $64,493 at 6%.
2018116$759,728$143,540$8,971iApproximate average salary by contribution assumption: employee only about $224,281 at 4% or $149,521 at 6%; with 50% employer match about $149,521 at 4% or $99,681 at 6%; with 100% employer match about $112,141 at 4% or $74,760 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-16$759,728$143,540$8,971iApproximate average salary by contribution assumption: employee only about $224,281 at 4% or $149,521 at 6%; with 50% employer match about $149,521 at 4% or $99,681 at 6%; with 100% employer match about $112,141 at 4% or $74,760 at 6%.
2017111$684,210$112,351$10,214iApproximate average salary by contribution assumption: employee only about $255,343 at 4% or $170,229 at 6%; with 50% employer match about $170,229 at 4% or $113,486 at 6%; with 100% employer match about $127,672 at 4% or $85,114 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-11$684,210$112,351$10,214iApproximate average salary by contribution assumption: employee only about $255,343 at 4% or $170,229 at 6%; with 50% employer match about $170,229 at 4% or $113,486 at 6%; with 100% employer match about $127,672 at 4% or $85,114 at 6%.
2016110$495,843$82,354$8,235iApproximate average salary by contribution assumption: employee only about $205,885 at 4% or $137,257 at 6%; with 50% employer match about $137,257 at 4% or $91,504 at 6%; with 100% employer match about $102,943 at 4% or $68,628 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-10$495,843$82,354$8,235iApproximate average salary by contribution assumption: employee only about $205,885 at 4% or $137,257 at 6%; with 50% employer match about $137,257 at 4% or $91,504 at 6%; with 100% employer match about $102,943 at 4% or $68,628 at 6%.
201516$384,616$61,825$10,304iApproximate average salary by contribution assumption: employee only about $257,604 at 4% or $171,736 at 6%; with 50% employer match about $171,736 at 4% or $114,491 at 6%; with 100% employer match about $128,802 at 4% or $85,868 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-6$384,616$61,825$10,304iApproximate average salary by contribution assumption: employee only about $257,604 at 4% or $171,736 at 6%; with 50% employer match about $171,736 at 4% or $114,491 at 6%; with 100% employer match about $128,802 at 4% or $85,868 at 6%.
201415$333,833$54,976$10,995iApproximate average salary by contribution assumption: employee only about $274,880 at 4% or $183,253 at 6%; with 50% employer match about $183,253 at 4% or $122,169 at 6%; with 100% employer match about $137,440 at 4% or $91,627 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-5$333,833$54,976$10,995iApproximate average salary by contribution assumption: employee only about $274,880 at 4% or $183,253 at 6%; with 50% employer match about $183,253 at 4% or $122,169 at 6%; with 100% employer match about $137,440 at 4% or $91,627 at 6%.
201315$297,699$67,765$13,553iApproximate average salary by contribution assumption: employee only about $338,825 at 4% or $225,883 at 6%; with 50% employer match about $225,883 at 4% or $150,589 at 6%; with 100% employer match about $169,413 at 4% or $112,942 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-5$297,699$67,765$13,553iApproximate average salary by contribution assumption: employee only about $338,825 at 4% or $225,883 at 6%; with 50% employer match about $225,883 at 4% or $150,589 at 6%; with 100% employer match about $169,413 at 4% or $112,942 at 6%.
201214$194,744$117,084$29,271iApproximate average salary by contribution assumption: employee only about $731,775 at 4% or $487,850 at 6%; with 50% employer match about $487,850 at 4% or $325,233 at 6%; with 100% employer match about $365,888 at 4% or $243,925 at 6%.
Lake Point Advisory Group LLC 401(K) Plan-4$194,744$117,084$29,271iApproximate average salary by contribution assumption: employee only about $731,775 at 4% or $487,850 at 6%; with 50% employer match about $487,850 at 4% or $325,233 at 6%; with 100% employer match about $365,888 at 4% or $243,925 at 6%.