Civic Intelligence

Capital Point Advisors, L.P.

Plan context: Capital Point Advisors 401K Retirement Plan

EIN 32-0146143 • Houston, TX • 8 filings • 2 plans

One Riverway, Suite 2020Houston, TX 77056
Current Snapshot

Latest Year

2014

2014 Participants

6

2014 Assets

$269,407

2014 Contributions

$31,055

Historical Graphs

Total Assets Over Time

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

$380,686$190,343$0200720112014YearValue
$269,407Latest year 2014

Participants Over Time

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

840200720112014YearValue
6Latest year 2014

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
201416$269,407$31,055$5,176iApproximate average salary by contribution assumption: employee only about $129,396 at 4% or $86,264 at 6%; with 50% employer match about $86,264 at 4% or $57,509 at 6%; with 100% employer match about $64,698 at 4% or $43,132 at 6%.
Capital Point Advisors 401K Retirement Plan-6$269,407$31,055$5,176iApproximate average salary by contribution assumption: employee only about $129,396 at 4% or $86,264 at 6%; with 50% employer match about $86,264 at 4% or $57,509 at 6%; with 100% employer match about $64,698 at 4% or $43,132 at 6%.
201315$229,328$62,359$12,472iApproximate average salary by contribution assumption: employee only about $311,795 at 4% or $207,863 at 6%; with 50% employer match about $207,863 at 4% or $138,576 at 6%; with 100% employer match about $155,898 at 4% or $103,932 at 6%.
Capital Point Advisors 401K Retirement Plan-5$229,328$62,359$12,472iApproximate average salary by contribution assumption: employee only about $311,795 at 4% or $207,863 at 6%; with 50% employer match about $207,863 at 4% or $138,576 at 6%; with 100% employer match about $155,898 at 4% or $103,932 at 6%.
201217$380,686$49,469$7,067iApproximate average salary by contribution assumption: employee only about $176,675 at 4% or $117,783 at 6%; with 50% employer match about $117,783 at 4% or $78,522 at 6%; with 100% employer match about $88,338 at 4% or $58,892 at 6%.
Capital Point Advisors 401K Retirement Plan-7$380,686$49,469$7,067iApproximate average salary by contribution assumption: employee only about $176,675 at 4% or $117,783 at 6%; with 50% employer match about $117,783 at 4% or $78,522 at 6%; with 100% employer match about $88,338 at 4% or $58,892 at 6%.
201118$359,589$75,656$9,457iApproximate average salary by contribution assumption: employee only about $236,425 at 4% or $157,617 at 6%; with 50% employer match about $157,617 at 4% or $105,078 at 6%; with 100% employer match about $118,213 at 4% or $78,808 at 6%.
Capital Point Advisors 401K Retirement Plan-8$359,589$75,656$9,457iApproximate average salary by contribution assumption: employee only about $236,425 at 4% or $157,617 at 6%; with 50% employer match about $157,617 at 4% or $105,078 at 6%; with 100% employer match about $118,213 at 4% or $78,808 at 6%.
201015$305,047$85,737$17,147iApproximate average salary by contribution assumption: employee only about $428,685 at 4% or $285,790 at 6%; with 50% employer match about $285,790 at 4% or $190,527 at 6%; with 100% employer match about $214,343 at 4% or $142,895 at 6%.
Capital Point Advisors 401K Retirement Plan-5$305,047$85,737$17,147iApproximate average salary by contribution assumption: employee only about $428,685 at 4% or $285,790 at 6%; with 50% employer match about $285,790 at 4% or $190,527 at 6%; with 100% employer match about $214,343 at 4% or $142,895 at 6%.
200917$185,217$85,337$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
Capital Point Advisors 401K Retirement Plan-7$185,217$85,337$12,191iApproximate average salary by contribution assumption: employee only about $304,775 at 4% or $203,183 at 6%; with 50% employer match about $203,183 at 4% or $135,456 at 6%; with 100% employer match about $152,388 at 4% or $101,592 at 6%.
200815$62,612$64,281$12,856iApproximate average salary by contribution assumption: employee only about $321,405 at 4% or $214,270 at 6%; with 50% employer match about $214,270 at 4% or $142,847 at 6%; with 100% employer match about $160,703 at 4% or $107,135 at 6%.
Capital Point Advisors 401K Retirement Plan-5$62,612$64,281$12,856iApproximate average salary by contribution assumption: employee only about $321,405 at 4% or $214,270 at 6%; with 50% employer match about $214,270 at 4% or $142,847 at 6%; with 100% employer match about $160,703 at 4% or $107,135 at 6%.
200714$31,675$31,700$7,925iApproximate average salary by contribution assumption: employee only about $198,125 at 4% or $132,083 at 6%; with 50% employer match about $132,083 at 4% or $88,056 at 6%; with 100% employer match about $99,063 at 4% or $66,042 at 6%.
Capital Point Advisors 401K Retirement Plan-4$31,675$31,700$7,925iApproximate average salary by contribution assumption: employee only about $198,125 at 4% or $132,083 at 6%; with 50% employer match about $132,083 at 4% or $88,056 at 6%; with 100% employer match about $99,063 at 4% or $66,042 at 6%.