Civic Intelligence

Capital Point Financial Group Ltd.

Plan context: Capital Point Financial Group Ltd. 401(K) Plan and Trust

EIN 32-0017745 • Glenview, IL • 17 filings • 4 plans

4350 Dipaolo CenterSuite BGlenview, IL 60025-5212
Current Snapshot

Latest Year

2023

2023 Participants

8

2023 Assets

$4,376,419

2023 Contributions

$1,235

Historical Graphs

Total Assets Over Time

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

$6,438,765$3,219,383$0201520192022YearValue
$4,376,419Latest year 2022

Participants Over Time

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

950201520192022YearValue
8Latest year 2022

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
202320$0$1,235-
Capital Point Financial Group Ltd. 401(K) Plan and Trust-0$0$1,235-
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN-0$0$0-
202228$4,376,419$403,323$50,415iApproximate average salary by contribution assumption: employee only about $1,260,384 at 4% or $840,256 at 6%; with 50% employer match about $840,256 at 4% or $560,171 at 6%; with 100% employer match about $630,192 at 4% or $420,128 at 6%.
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN-7$2,549,398$255,000$36,429iApproximate average salary by contribution assumption: employee only about $910,714 at 4% or $607,143 at 6%; with 50% employer match about $607,143 at 4% or $404,762 at 6%; with 100% employer match about $455,357 at 4% or $303,571 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-8$1,827,021$148,323$18,540iApproximate average salary by contribution assumption: employee only about $463,509 at 4% or $309,006 at 6%; with 50% employer match about $309,006 at 4% or $206,004 at 6%; with 100% employer match about $231,755 at 4% or $154,503 at 6%.
202138$6,438,765$676,225$84,528iApproximate average salary by contribution assumption: employee only about $2,113,203 at 4% or $1,408,802 at 6%; with 50% employer match about $1,408,802 at 4% or $939,201 at 6%; with 100% employer match about $1,056,602 at 4% or $704,401 at 6%.
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN-6$2,669,169$380,000$63,333iApproximate average salary by contribution assumption: employee only about $1,583,333 at 4% or $1,055,556 at 6%; with 50% employer match about $1,055,556 at 4% or $703,704 at 6%; with 100% employer match about $791,667 at 4% or $527,778 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-8$1,930,331$161,277$20,160iApproximate average salary by contribution assumption: employee only about $503,991 at 4% or $335,994 at 6%; with 50% employer match about $335,994 at 4% or $223,996 at 6%; with 100% employer match about $251,995 at 4% or $167,997 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-7$1,839,265$134,948$19,278iApproximate average salary by contribution assumption: employee only about $481,957 at 4% or $321,305 at 6%; with 50% employer match about $321,305 at 4% or $214,203 at 6%; with 100% employer match about $240,979 at 4% or $160,652 at 6%.
202029$3,413,285$263,302$29,256iApproximate average salary by contribution assumption: employee only about $731,394 at 4% or $487,596 at 6%; with 50% employer match about $487,596 at 4% or $325,064 at 6%; with 100% employer match about $365,697 at 4% or $243,798 at 6%.
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PLAN-7$1,854,529$135,000$19,286iApproximate average salary by contribution assumption: employee only about $482,143 at 4% or $321,429 at 6%; with 50% employer match about $321,429 at 4% or $214,286 at 6%; with 100% employer match about $241,071 at 4% or $160,714 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-9$1,558,756$128,302$14,256iApproximate average salary by contribution assumption: employee only about $356,394 at 4% or $237,596 at 6%; with 50% employer match about $237,596 at 4% or $158,398 at 6%; with 100% employer match about $178,197 at 4% or $118,798 at 6%.
201919$1,284,247$96,144$10,683iApproximate average salary by contribution assumption: employee only about $267,067 at 4% or $178,044 at 6%; with 50% employer match about $178,044 at 4% or $118,696 at 6%; with 100% employer match about $133,533 at 4% or $89,022 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-9$1,284,247$96,144$10,683iApproximate average salary by contribution assumption: employee only about $267,067 at 4% or $178,044 at 6%; with 50% employer match about $178,044 at 4% or $118,696 at 6%; with 100% employer match about $133,533 at 4% or $89,022 at 6%.
201818$939,380$80,793$10,099iApproximate average salary by contribution assumption: employee only about $252,478 at 4% or $168,319 at 6%; with 50% employer match about $168,319 at 4% or $112,213 at 6%; with 100% employer match about $126,239 at 4% or $84,159 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-8$939,380$80,793$10,099iApproximate average salary by contribution assumption: employee only about $252,478 at 4% or $168,319 at 6%; with 50% employer match about $168,319 at 4% or $112,213 at 6%; with 100% employer match about $126,239 at 4% or $84,159 at 6%.
201727$1,789,583$357,549$51,078iApproximate average salary by contribution assumption: employee only about $1,276,961 at 4% or $851,307 at 6%; with 50% employer match about $851,307 at 4% or $567,538 at 6%; with 100% employer match about $638,480 at 4% or $425,654 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-7$975,259$82,549$11,793iApproximate average salary by contribution assumption: employee only about $294,818 at 4% or $196,545 at 6%; with 50% employer match about $196,545 at 4% or $131,030 at 6%; with 100% employer match about $147,409 at 4% or $98,273 at 6%.
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PENSION PLAN AND TRUST-2$814,324$275,000$137,500iApproximate average salary by contribution assumption: employee only about $3,437,500 at 4% or $2,291,667 at 6%; with 50% employer match about $2,291,667 at 4% or $1,527,778 at 6%; with 100% employer match about $1,718,750 at 4% or $1,145,833 at 6%.
201627$1,191,928$773,377$110,482iApproximate average salary by contribution assumption: employee only about $2,762,061 at 4% or $1,841,374 at 6%; with 50% employer match about $1,841,374 at 4% or $1,227,583 at 6%; with 100% employer match about $1,381,030 at 4% or $920,687 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-7$732,980$537,496$76,785iApproximate average salary by contribution assumption: employee only about $1,919,629 at 4% or $1,279,752 at 6%; with 50% employer match about $1,279,752 at 4% or $853,168 at 6%; with 100% employer match about $959,814 at 4% or $639,876 at 6%.
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PENSION PLAN AND TRUST-3$458,948$235,881$78,627iApproximate average salary by contribution assumption: employee only about $1,965,675 at 4% or $1,310,450 at 6%; with 50% employer match about $1,310,450 at 4% or $873,633 at 6%; with 100% employer match about $982,838 at 4% or $655,225 at 6%.
201527$310,304$312,380$44,626iApproximate average salary by contribution assumption: employee only about $1,115,643 at 4% or $743,762 at 6%; with 50% employer match about $743,762 at 4% or $495,841 at 6%; with 100% employer match about $557,821 at 4% or $371,881 at 6%.
CAPITAL POINT FINANCIAL GROUP, LTD. CASH BALANCE PENSION PLAN AND TRUST-3$204,636$204,636$68,212iApproximate average salary by contribution assumption: employee only about $1,705,300 at 4% or $1,136,867 at 6%; with 50% employer match about $1,136,867 at 4% or $757,911 at 6%; with 100% employer match about $852,650 at 4% or $568,433 at 6%.
Capital Point Financial Group Ltd. 401(K) Plan and Trust-7$105,668$107,744$15,392iApproximate average salary by contribution assumption: employee only about $384,800 at 4% or $256,533 at 6%; with 50% employer match about $256,533 at 4% or $171,022 at 6%; with 100% employer match about $192,400 at 4% or $128,267 at 6%.