Point West Financial Inc.
Plan context: Point West Financial Profit Sharing Plan
EIN 33-0953634 • Fountain Valley, CA • 16 filings • 4 plans
Current Snapshot
Latest Year
2014
2014 Participants
1
2014 Assets
$601,445
2014 Contributions
$8,000
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 |
|---|---|---|---|---|---|
| 2014 | 1 | 1 | $601,445 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 1 | $601,445 | - | - |
| 2013 | 1 | 2 | $600,440 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $600,440 | $0 | - |
| 2012 | 2 | 2 | $523,556 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $523,556 | $0 | - |
| POINT WEST FINANCIAL INC. | - | 1 | - | - | - |
| 2011 | 2 | 2 | $503,895 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $503,895 | - | - |
| POINT WEST FINANCIAL INC. | - | 1 | - | - | - |
| 2010 | 2 | 2 | $528,106 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $528,106 | - | - |
| POINT WEST FINANCIAL INC. | - | 1 | - | - | - |
| 2009 | 1 | 2 | $480,226 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $480,226 | - | - |
| 2008 | 2 | 2 | $417,082 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $417,082 | - | - |
| POINT WEST FINANCIAL, INC. MEDICAL AND DENTAL REIM | - | 1 | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | - | - | - |
| 2006 | 1 | 2 | $545,993 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 2 | $545,993 | - | - |
| 2005 | 1 | 3 | $520,151 | $8,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| Point West Financial Profit Sharing Plan | - | 3 | $520,151 | $8,000 | $2,667iApproximate average salary by contribution assumption: employee only about $66,667 at 4% or $44,444 at 6%; with 50% employer match about $44,444 at 4% or $29,630 at 6%; with 100% employer match about $33,333 at 4% or $22,222 at 6%. |
| 2004 | 1 | 3 | $486,688 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 3 | $486,688 | - | - |
| 2003 | 1 | 3 | $457,001 | $0 | - |
| Point West Financial Profit Sharing Plan | - | 3 | $457,001 | - | - |