Current Snapshot
Latest Year
2024
2024 Participants
99
2024 Assets
$8,848,706
2024 Contributions
$1,535,992
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 |
|---|---|---|---|---|---|
| 2024 | 1 | 99 | $8,848,706 | $1,535,992 | $15,515iApproximate average salary by contribution assumption: employee only about $387,877 at 4% or $258,585 at 6%; with 50% employer match about $258,585 at 4% or $172,390 at 6%; with 100% employer match about $193,938 at 4% or $129,292 at 6%. |
| CASEPOINT, LLC | - | 99 | $8,848,706 | $1,535,992 | $15,515iApproximate average salary by contribution assumption: employee only about $387,877 at 4% or $258,585 at 6%; with 50% employer match about $258,585 at 4% or $172,390 at 6%; with 100% employer match about $193,938 at 4% or $129,292 at 6%. |
| 2023 | 1 | 87 | $6,992,746 | $1,094,003 | $12,575iApproximate average salary by contribution assumption: employee only about $314,369 at 4% or $209,579 at 6%; with 50% employer match about $209,579 at 4% or $139,719 at 6%; with 100% employer match about $157,184 at 4% or $104,790 at 6%. |
| CASEPOINT, LLC | - | 87 | $6,992,746 | $1,094,003 | $12,575iApproximate average salary by contribution assumption: employee only about $314,369 at 4% or $209,579 at 6%; with 50% employer match about $209,579 at 4% or $139,719 at 6%; with 100% employer match about $157,184 at 4% or $104,790 at 6%. |
| 2022 | 2 | 79 | $10,746,794 | $2,254,062 | $28,532iApproximate average salary by contribution assumption: employee only about $713,311 at 4% or $475,541 at 6%; with 50% employer match about $475,541 at 4% or $317,027 at 6%; with 100% employer match about $356,655 at 4% or $237,770 at 6%. |
| CASEPOINT LLC | - | 79 | $5,373,397 | $1,127,031 | $14,266iApproximate average salary by contribution assumption: employee only about $356,655 at 4% or $237,770 at 6%; with 50% employer match about $237,770 at 4% or $158,514 at 6%; with 100% employer match about $178,328 at 4% or $118,885 at 6%. |
| CASEPOINT, LLC | - | 79 | $5,373,397 | $1,127,031 | $14,266iApproximate average salary by contribution assumption: employee only about $356,655 at 4% or $237,770 at 6%; with 50% employer match about $237,770 at 4% or $158,514 at 6%; with 100% employer match about $178,328 at 4% or $118,885 at 6%. |
| 2021 | 1 | 71 | $5,433,230 | $892,173 | $12,566iApproximate average salary by contribution assumption: employee only about $314,145 at 4% or $209,430 at 6%; with 50% employer match about $209,430 at 4% or $139,620 at 6%; with 100% employer match about $157,073 at 4% or $104,715 at 6%. |
| CASEPOINT, LLC | - | 71 | $5,433,230 | $892,173 | $12,566iApproximate average salary by contribution assumption: employee only about $314,145 at 4% or $209,430 at 6%; with 50% employer match about $209,430 at 4% or $139,620 at 6%; with 100% employer match about $157,073 at 4% or $104,715 at 6%. |
| 2020 | 1 | 57 | $4,085,757 | $1,114,109 | $19,546iApproximate average salary by contribution assumption: employee only about $488,644 at 4% or $325,763 at 6%; with 50% employer match about $325,763 at 4% or $217,175 at 6%; with 100% employer match about $244,322 at 4% or $162,881 at 6%. |
| CASEPOINT, LLC | - | 57 | $4,085,757 | $1,114,109 | $19,546iApproximate average salary by contribution assumption: employee only about $488,644 at 4% or $325,763 at 6%; with 50% employer match about $325,763 at 4% or $217,175 at 6%; with 100% employer match about $244,322 at 4% or $162,881 at 6%. |
| 2019 | 1 | 50 | $2,597,423 | $618,764 | $12,375iApproximate average salary by contribution assumption: employee only about $309,382 at 4% or $206,255 at 6%; with 50% employer match about $206,255 at 4% or $137,503 at 6%; with 100% employer match about $154,691 at 4% or $103,127 at 6%. |
| CASEPOINT, LLC | - | 50 | $2,597,423 | $618,764 | $12,375iApproximate average salary by contribution assumption: employee only about $309,382 at 4% or $206,255 at 6%; with 50% employer match about $206,255 at 4% or $137,503 at 6%; with 100% employer match about $154,691 at 4% or $103,127 at 6%. |
| 2018 | 1 | 37 | $1,580,732 | $471,260 | $12,737iApproximate average salary by contribution assumption: employee only about $318,419 at 4% or $212,279 at 6%; with 50% employer match about $212,279 at 4% or $141,520 at 6%; with 100% employer match about $159,209 at 4% or $106,140 at 6%. |
| CASEPOINT, LLC 401(K) PLAN | - | 37 | $1,580,732 | $471,260 | $12,737iApproximate average salary by contribution assumption: employee only about $318,419 at 4% or $212,279 at 6%; with 50% employer match about $212,279 at 4% or $141,520 at 6%; with 100% employer match about $159,209 at 4% or $106,140 at 6%. |
| 2017 | 1 | 28 | $1,229,211 | $575,241 | $20,544iApproximate average salary by contribution assumption: employee only about $513,608 at 4% or $342,405 at 6%; with 50% employer match about $342,405 at 4% or $228,270 at 6%; with 100% employer match about $256,804 at 4% or $171,203 at 6%. |
| CASEPOINT, LLC 401(K) PLAN | - | 28 | $1,229,211 | $575,241 | $20,544iApproximate average salary by contribution assumption: employee only about $513,608 at 4% or $342,405 at 6%; with 50% employer match about $342,405 at 4% or $228,270 at 6%; with 100% employer match about $256,804 at 4% or $171,203 at 6%. |
| 2016 | 1 | 22 | $531,480 | $525,641 | $23,893iApproximate average salary by contribution assumption: employee only about $597,319 at 4% or $398,213 at 6%; with 50% employer match about $398,213 at 4% or $265,475 at 6%; with 100% employer match about $298,660 at 4% or $199,106 at 6%. |
| CASEPOINT, LLC 401(K) PLAN | - | 22 | $531,480 | $525,641 | $23,893iApproximate average salary by contribution assumption: employee only about $597,319 at 4% or $398,213 at 6%; with 50% employer match about $398,213 at 4% or $265,475 at 6%; with 100% employer match about $298,660 at 4% or $199,106 at 6%. |