Civic Intelligence
Filing

Point Source Group Inc 401(K) Profit Sharing Plan & Trust

Point Source Group Inc • EIN 32-0061777 • Rochester, NY • Plan year 2004

Company ProfileSource Archive
3495 Winton Place Building C SRochester, NY 14623
Filing Insights

Participants

Flat

15 → 15

0 • 0.00%

Assets

Up

$8,050 → $63,236

$55,186 • 685.54%

Investment Management Fee

-

Admin expenses - • Total expenses $480

Filing Details

Context
Net investment result
$55,186

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025130$9,196,956$537,908$17,930iApproximate average salary by contribution assumption: employee only about $448,257 at 4% or $298,838 at 6%; with 50% employer match about $298,838 at 4% or $199,225 at 6%; with 100% employer match about $224,128 at 4% or $149,419 at 6%.
Point Source Group 401(K) Plan-30$9,196,956$537,908$17,930iApproximate average salary by contribution assumption: employee only about $448,257 at 4% or $298,838 at 6%; with 50% employer match about $298,838 at 4% or $199,225 at 6%; with 100% employer match about $224,128 at 4% or $149,419 at 6%.
2024127$7,668,359$498,407$18,460iApproximate average salary by contribution assumption: employee only about $461,488 at 4% or $307,659 at 6%; with 50% employer match about $307,659 at 4% or $205,106 at 6%; with 100% employer match about $230,744 at 4% or $153,829 at 6%.
Point Source Group 401(K) Plan-27$7,668,359$498,407$18,460iApproximate average salary by contribution assumption: employee only about $461,488 at 4% or $307,659 at 6%; with 50% employer match about $307,659 at 4% or $205,106 at 6%; with 100% employer match about $230,744 at 4% or $153,829 at 6%.
2023125$6,684,222$432,269$17,291iApproximate average salary by contribution assumption: employee only about $432,269 at 4% or $288,179 at 6%; with 50% employer match about $288,179 at 4% or $192,120 at 6%; with 100% employer match about $216,134 at 4% or $144,090 at 6%.
Point Source Group 401(K) Plan-25$6,684,222$432,269$17,291iApproximate average salary by contribution assumption: employee only about $432,269 at 4% or $288,179 at 6%; with 50% employer match about $288,179 at 4% or $192,120 at 6%; with 100% employer match about $216,134 at 4% or $144,090 at 6%.
2022123$5,429,823$382,137$16,615iApproximate average salary by contribution assumption: employee only about $415,366 at 4% or $276,911 at 6%; with 50% employer match about $276,911 at 4% or $184,607 at 6%; with 100% employer match about $207,683 at 4% or $138,455 at 6%.
Point Source Group 401(K) Plan-23$5,429,823$382,137$16,615iApproximate average salary by contribution assumption: employee only about $415,366 at 4% or $276,911 at 6%; with 50% employer match about $276,911 at 4% or $184,607 at 6%; with 100% employer match about $207,683 at 4% or $138,455 at 6%.
2021123$6,071,772$395,983$17,217iApproximate average salary by contribution assumption: employee only about $430,416 at 4% or $286,944 at 6%; with 50% employer match about $286,944 at 4% or $191,296 at 6%; with 100% employer match about $215,208 at 4% or $143,472 at 6%.
Point Source Group 401(K) Plan-23$6,071,772$395,983$17,217iApproximate average salary by contribution assumption: employee only about $430,416 at 4% or $286,944 at 6%; with 50% employer match about $286,944 at 4% or $191,296 at 6%; with 100% employer match about $215,208 at 4% or $143,472 at 6%.
2020123$5,035,105$347,500$15,109iApproximate average salary by contribution assumption: employee only about $377,717 at 4% or $251,812 at 6%; with 50% employer match about $251,812 at 4% or $167,874 at 6%; with 100% employer match about $188,859 at 4% or $125,906 at 6%.
Point Source Group 401(K) Plan-23$5,035,105$347,500$15,109iApproximate average salary by contribution assumption: employee only about $377,717 at 4% or $251,812 at 6%; with 50% employer match about $251,812 at 4% or $167,874 at 6%; with 100% employer match about $188,859 at 4% or $125,906 at 6%.
2019123$4,314,222$432,823$18,818iApproximate average salary by contribution assumption: employee only about $470,460 at 4% or $313,640 at 6%; with 50% employer match about $313,640 at 4% or $209,093 at 6%; with 100% employer match about $235,230 at 4% or $156,820 at 6%.
Point Source Group 401(K) Plan-23$4,314,222$432,823$18,818iApproximate average salary by contribution assumption: employee only about $470,460 at 4% or $313,640 at 6%; with 50% employer match about $313,640 at 4% or $209,093 at 6%; with 100% employer match about $235,230 at 4% or $156,820 at 6%.
2018125$3,524,334$343,227$13,729iApproximate average salary by contribution assumption: employee only about $343,227 at 4% or $228,818 at 6%; with 50% employer match about $228,818 at 4% or $152,545 at 6%; with 100% employer match about $171,614 at 4% or $114,409 at 6%.
Point Source Group 401(K) Plan-25$3,524,334$343,227$13,729iApproximate average salary by contribution assumption: employee only about $343,227 at 4% or $228,818 at 6%; with 50% employer match about $228,818 at 4% or $152,545 at 6%; with 100% employer match about $171,614 at 4% or $114,409 at 6%.
2017124$3,462,264$339,691$14,154iApproximate average salary by contribution assumption: employee only about $353,845 at 4% or $235,897 at 6%; with 50% employer match about $235,897 at 4% or $157,264 at 6%; with 100% employer match about $176,922 at 4% or $117,948 at 6%.
Point Source Group 401(K) Plan-24$3,462,264$339,691$14,154iApproximate average salary by contribution assumption: employee only about $353,845 at 4% or $235,897 at 6%; with 50% employer match about $235,897 at 4% or $157,264 at 6%; with 100% employer match about $176,922 at 4% or $117,948 at 6%.
2016122$2,708,752$515,904$23,450iApproximate average salary by contribution assumption: employee only about $586,255 at 4% or $390,836 at 6%; with 50% employer match about $390,836 at 4% or $260,558 at 6%; with 100% employer match about $293,127 at 4% or $195,418 at 6%.
Point Source Group 401(K) Plan-22$2,708,752$515,904$23,450iApproximate average salary by contribution assumption: employee only about $586,255 at 4% or $390,836 at 6%; with 50% employer match about $390,836 at 4% or $260,558 at 6%; with 100% employer match about $293,127 at 4% or $195,418 at 6%.
2015122$2,030,895$333,698$15,168iApproximate average salary by contribution assumption: employee only about $379,202 at 4% or $252,802 at 6%; with 50% employer match about $252,802 at 4% or $168,534 at 6%; with 100% employer match about $189,601 at 4% or $126,401 at 6%.
Point Source Group 401(K) Plan-22$2,030,895$333,698$15,168iApproximate average salary by contribution assumption: employee only about $379,202 at 4% or $252,802 at 6%; with 50% employer match about $252,802 at 4% or $168,534 at 6%; with 100% employer match about $189,601 at 4% or $126,401 at 6%.
2014120$1,716,241$291,507$14,575iApproximate average salary by contribution assumption: employee only about $364,384 at 4% or $242,923 at 6%; with 50% employer match about $242,923 at 4% or $161,948 at 6%; with 100% employer match about $182,192 at 4% or $121,461 at 6%.
Point Source Group 401(K) Plan-20$1,716,241$291,507$14,575iApproximate average salary by contribution assumption: employee only about $364,384 at 4% or $242,923 at 6%; with 50% employer match about $242,923 at 4% or $161,948 at 6%; with 100% employer match about $182,192 at 4% or $121,461 at 6%.
2013118$1,335,543$233,075$12,949iApproximate average salary by contribution assumption: employee only about $323,715 at 4% or $215,810 at 6%; with 50% employer match about $215,810 at 4% or $143,873 at 6%; with 100% employer match about $161,858 at 4% or $107,905 at 6%.
Point Source Group 401(K) Plan-18$1,335,543$233,075$12,949iApproximate average salary by contribution assumption: employee only about $323,715 at 4% or $215,810 at 6%; with 50% employer match about $215,810 at 4% or $143,873 at 6%; with 100% employer match about $161,858 at 4% or $107,905 at 6%.
2012118$949,021$191,578$10,643iApproximate average salary by contribution assumption: employee only about $266,081 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,694 at 6%.
Point Source Group 401(K) Plan-18$949,021$191,578$10,643iApproximate average salary by contribution assumption: employee only about $266,081 at 4% or $177,387 at 6%; with 50% employer match about $177,387 at 4% or $118,258 at 6%; with 100% employer match about $133,040 at 4% or $88,694 at 6%.
2011117$669,341$146,981$8,646iApproximate average salary by contribution assumption: employee only about $216,149 at 4% or $144,099 at 6%; with 50% employer match about $144,099 at 4% or $96,066 at 6%; with 100% employer match about $108,074 at 4% or $72,050 at 6%.
Point Source Group 401(K) Plan-17$669,341$146,981$8,646iApproximate average salary by contribution assumption: employee only about $216,149 at 4% or $144,099 at 6%; with 50% employer match about $144,099 at 4% or $96,066 at 6%; with 100% employer match about $108,074 at 4% or $72,050 at 6%.
2010112$535,898$69,395$5,783iApproximate average salary by contribution assumption: employee only about $144,573 at 4% or $96,382 at 6%; with 50% employer match about $96,382 at 4% or $64,255 at 6%; with 100% employer match about $72,286 at 4% or $48,191 at 6%.
Point Source Group 401(K) Plan-12$535,898$69,395$5,783iApproximate average salary by contribution assumption: employee only about $144,573 at 4% or $96,382 at 6%; with 50% employer match about $96,382 at 4% or $64,255 at 6%; with 100% employer match about $72,286 at 4% or $48,191 at 6%.
2009111$410,219$47,950$4,359iApproximate average salary by contribution assumption: employee only about $108,977 at 4% or $72,652 at 6%; with 50% employer match about $72,652 at 4% or $48,434 at 6%; with 100% employer match about $54,489 at 4% or $36,326 at 6%.
Point Source Group 401(K) Plan-11$410,219$47,950$4,359iApproximate average salary by contribution assumption: employee only about $108,977 at 4% or $72,652 at 6%; with 50% employer match about $72,652 at 4% or $48,434 at 6%; with 100% employer match about $54,489 at 4% or $36,326 at 6%.
2008116$293,521$73,750$4,609iApproximate average salary by contribution assumption: employee only about $115,234 at 4% or $76,823 at 6%; with 50% employer match about $76,823 at 4% or $51,215 at 6%; with 100% employer match about $57,617 at 4% or $38,411 at 6%.
Point Source Group 401(K) Plan-16$293,521$73,750$4,609iApproximate average salary by contribution assumption: employee only about $115,234 at 4% or $76,823 at 6%; with 50% employer match about $76,823 at 4% or $51,215 at 6%; with 100% employer match about $57,617 at 4% or $38,411 at 6%.
2007116$343,068$59,144$3,697iApproximate average salary by contribution assumption: employee only about $92,413 at 4% or $61,608 at 6%; with 50% employer match about $61,608 at 4% or $41,072 at 6%; with 100% employer match about $46,206 at 4% or $30,804 at 6%.
Point Source Group 401(K) Plan-16$343,068$59,144$3,697iApproximate average salary by contribution assumption: employee only about $92,413 at 4% or $61,608 at 6%; with 50% employer match about $61,608 at 4% or $41,072 at 6%; with 100% employer match about $46,206 at 4% or $30,804 at 6%.
2006116$272,886$51,996$3,250iApproximate average salary by contribution assumption: employee only about $81,244 at 4% or $54,163 at 6%; with 50% employer match about $54,163 at 4% or $36,108 at 6%; with 100% employer match about $40,622 at 4% or $27,081 at 6%.
Point Source Group 401(K) Plan-16$272,886$51,996$3,250iApproximate average salary by contribution assumption: employee only about $81,244 at 4% or $54,163 at 6%; with 50% employer match about $54,163 at 4% or $36,108 at 6%; with 100% employer match about $40,622 at 4% or $27,081 at 6%.
2005114$193,637$121,061$8,647iApproximate average salary by contribution assumption: employee only about $216,180 at 4% or $144,120 at 6%; with 50% employer match about $144,120 at 4% or $96,080 at 6%; with 100% employer match about $108,090 at 4% or $72,060 at 6%.
Point Source Group 401(K) Plan-14$193,637$121,061$8,647iApproximate average salary by contribution assumption: employee only about $216,180 at 4% or $144,120 at 6%; with 50% employer match about $144,120 at 4% or $96,080 at 6%; with 100% employer match about $108,090 at 4% or $72,060 at 6%.
2004115$63,236$49,914$3,328iApproximate average salary by contribution assumption: employee only about $83,190 at 4% or $55,460 at 6%; with 50% employer match about $55,460 at 4% or $36,973 at 6%; with 100% employer match about $41,595 at 4% or $27,730 at 6%.
Point Source Group 401(K) PlanCurrent15$63,236$49,914$3,328iApproximate average salary by contribution assumption: employee only about $83,190 at 4% or $55,460 at 6%; with 50% employer match about $55,460 at 4% or $36,973 at 6%; with 100% employer match about $41,595 at 4% or $27,730 at 6%.
2003115$8,050$7,966$531iApproximate average salary by contribution assumption: employee only about $13,277 at 4% or $8,851 at 6%; with 50% employer match about $8,851 at 4% or $5,901 at 6%; with 100% employer match about $6,638 at 4% or $4,426 at 6%.
Point Source Group 401(K) Plan-15$8,050$7,966$531iApproximate average salary by contribution assumption: employee only about $13,277 at 4% or $8,851 at 6%; with 50% employer match about $8,851 at 4% or $5,901 at 6%; with 100% employer match about $6,638 at 4% or $4,426 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$63,236$55,186 change

Balance Sheet

Beginning and end of plan year.

Total assets$8,050$63,236Increase +$55,186 (685.54%)
Total liabilities$0$0No change $0
Net assets$8,050$63,236Increase +$55,186 (685.54%)

Contributions

Employer contributions$0
Participant contributions$49,914
Other contributions$0

Income & Expenses

Total income$55,666
Total expenses$480
Net income$55,186
Source fields
Schedule I source fields
Filing Id
84037228323055
Schedule I EIN
32-0061777
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2004-01-01
Schedule I Tax Period
20041231
Small plan total assets at beginning of year
$8,050
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$8,050
Small plan total assets at end of year
$63,236
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$63,236
Small plan employer contributions
$0
Small plan participant contributions
$49,914
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$5,752
Small plan total income
$55,666
Small plan total benefit distributions
$0
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$480
Small plan total expenses
$480
Small plan net income or loss
$55,186
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
No
Small Mortg Participants End of year Amount
$0
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$20,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0