Pointivity
Plan context: Pointivity Profit Sharing Plan and Trust
EIN 33-0987447 • San Diego, CA • 38 filings • 5 plans
Current Snapshot
Latest Year
2024
2024 Participants
10
2024 Assets
$1,062,974
2024 Contributions
$46,940
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 | 2 | 10 | $1,062,974 | $0 | - |
| Pointivity Profit Sharing Plan and Trust | - | 10 | $1,057,851 | - | - |
| Pointivity Defined Benefit Pension Plan & Trust | - | 1 | $5,123 | - | - |
| 2023 | 2 | 14 | $6,568,519 | $46,940 | $3,353iApproximate average salary by contribution assumption: employee only about $83,821 at 4% or $55,881 at 6%; with 50% employer match about $55,881 at 4% or $37,254 at 6%; with 100% employer match about $41,911 at 4% or $27,940 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 14 | $5,553,086 | - | - |
| Pointivity Profit Sharing Plan and Trust | - | 13 | $1,015,433 | $46,940 | $3,611iApproximate average salary by contribution assumption: employee only about $90,269 at 4% or $60,179 at 6%; with 50% employer match about $60,179 at 4% or $40,120 at 6%; with 100% employer match about $45,135 at 4% or $30,090 at 6%. |
| 2022 | 2 | 13 | $5,251,177 | $0 | - |
| Pointivity Defined Benefit Pension Plan & Trust | - | 13 | $4,482,999 | - | - |
| Pointivity Profit Sharing Plan and Trust | - | 13 | $768,178 | - | - |
| 2021 | 2 | 13 | $6,736,845 | $0 | - |
| Pointivity Defined Benefit Pension Plan & Trust | - | 12 | $5,692,284 | - | - |
| Pointivity Profit Sharing Plan and Trust | - | 13 | $1,044,561 | - | - |
| 2020 | 2 | 13 | $5,684,888 | $0 | - |
| Pointivity Defined Benefit Pension Plan & Trust | - | 12 | $4,809,853 | $0 | - |
| Pointivity Profit Sharing Plan and Trust | - | 13 | $875,035 | $0 | - |
| 2019 | 2 | 14 | $4,601,779 | $225,000 | $16,071iApproximate average salary by contribution assumption: employee only about $401,786 at 4% or $267,857 at 6%; with 50% employer match about $267,857 at 4% or $178,571 at 6%; with 100% employer match about $200,893 at 4% or $133,929 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 12 | $3,911,361 | $176,023 | $14,669iApproximate average salary by contribution assumption: employee only about $366,715 at 4% or $244,476 at 6%; with 50% employer match about $244,476 at 4% or $162,984 at 6%; with 100% employer match about $183,357 at 4% or $122,238 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 14 | $690,418 | $48,977 | $3,498iApproximate average salary by contribution assumption: employee only about $87,459 at 4% or $58,306 at 6%; with 50% employer match about $58,306 at 4% or $38,871 at 6%; with 100% employer match about $43,729 at 4% or $29,153 at 6%. |
| 2018 | 2 | 16 | $3,736,762 | $335,531 | $20,971iApproximate average salary by contribution assumption: employee only about $524,267 at 4% or $349,511 at 6%; with 50% employer match about $349,511 at 4% or $233,008 at 6%; with 100% employer match about $262,134 at 4% or $174,756 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 13 | $3,069,401 | $183,592 | $14,122iApproximate average salary by contribution assumption: employee only about $353,062 at 4% or $235,374 at 6%; with 50% employer match about $235,374 at 4% or $156,916 at 6%; with 100% employer match about $176,531 at 4% or $117,687 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 16 | $667,361 | $151,939 | $9,496iApproximate average salary by contribution assumption: employee only about $237,405 at 4% or $158,270 at 6%; with 50% employer match about $158,270 at 4% or $105,513 at 6%; with 100% employer match about $118,702 at 4% or $79,135 at 6%. |
| 2017 | 2 | 17 | $4,159,282 | $370,000 | $21,765iApproximate average salary by contribution assumption: employee only about $544,118 at 4% or $362,745 at 6%; with 50% employer match about $362,745 at 4% or $241,830 at 6%; with 100% employer match about $272,059 at 4% or $181,373 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 15 | $3,498,086 | $245,084 | $16,339iApproximate average salary by contribution assumption: employee only about $408,473 at 4% or $272,316 at 6%; with 50% employer match about $272,316 at 4% or $181,544 at 6%; with 100% employer match about $204,237 at 4% or $136,158 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 17 | $661,196 | $124,916 | $7,348iApproximate average salary by contribution assumption: employee only about $183,700 at 4% or $122,467 at 6%; with 50% employer match about $122,467 at 4% or $81,644 at 6%; with 100% employer match about $91,850 at 4% or $61,233 at 6%. |
| 2016 | 2 | 14 | $3,459,475 | $875,917 | $62,566iApproximate average salary by contribution assumption: employee only about $1,564,138 at 4% or $1,042,758 at 6%; with 50% employer match about $1,042,758 at 4% or $695,172 at 6%; with 100% employer match about $782,069 at 4% or $521,379 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 14 | $2,943,155 | $797,900 | $56,993iApproximate average salary by contribution assumption: employee only about $1,424,821 at 4% or $949,881 at 6%; with 50% employer match about $949,881 at 4% or $633,254 at 6%; with 100% employer match about $712,411 at 4% or $474,940 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 14 | $516,320 | $78,017 | $5,573iApproximate average salary by contribution assumption: employee only about $139,316 at 4% or $92,877 at 6%; with 50% employer match about $92,877 at 4% or $61,918 at 6%; with 100% employer match about $69,658 at 4% or $46,439 at 6%. |
| 2015 | 2 | 10 | $2,441,406 | $963,792 | $96,379iApproximate average salary by contribution assumption: employee only about $2,409,480 at 4% or $1,606,320 at 6%; with 50% employer match about $1,606,320 at 4% or $1,070,880 at 6%; with 100% employer match about $1,204,740 at 4% or $803,160 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 10 | $2,040,830 | $900,000 | $90,000iApproximate average salary by contribution assumption: employee only about $2,250,000 at 4% or $1,500,000 at 6%; with 50% employer match about $1,500,000 at 4% or $1,000,000 at 6%; with 100% employer match about $1,125,000 at 4% or $750,000 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 10 | $400,576 | $63,792 | $6,379iApproximate average salary by contribution assumption: employee only about $159,480 at 4% or $106,320 at 6%; with 50% employer match about $106,320 at 4% or $70,880 at 6%; with 100% employer match about $79,740 at 4% or $53,160 at 6%. |
| 2014 | 2 | 7 | $1,511,670 | $27,100 | $3,871iApproximate average salary by contribution assumption: employee only about $96,786 at 4% or $64,524 at 6%; with 50% employer match about $64,524 at 4% or $43,016 at 6%; with 100% employer match about $48,393 at 4% or $32,262 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 7 | $1,162,584 | $27,100 | $3,871iApproximate average salary by contribution assumption: employee only about $96,786 at 4% or $64,524 at 6%; with 50% employer match about $64,524 at 4% or $43,016 at 6%; with 100% employer match about $48,393 at 4% or $32,262 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 7 | $349,086 | - | - |
| 2013 | 2 | 8 | $1,319,370 | $28,194 | $3,524iApproximate average salary by contribution assumption: employee only about $88,106 at 4% or $58,738 at 6%; with 50% employer match about $58,738 at 4% or $39,158 at 6%; with 100% employer match about $44,053 at 4% or $29,369 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 8 | $1,008,812 | $28,194 | $3,524iApproximate average salary by contribution assumption: employee only about $88,106 at 4% or $58,738 at 6%; with 50% employer match about $58,738 at 4% or $39,158 at 6%; with 100% employer match about $44,053 at 4% or $29,369 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 8 | $310,558 | $0 | - |
| 2012 | 2 | 10 | $1,299,252 | $294,421 | $29,442iApproximate average salary by contribution assumption: employee only about $736,053 at 4% or $490,702 at 6%; with 50% employer match about $490,702 at 4% or $327,134 at 6%; with 100% employer match about $368,026 at 4% or $245,351 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 10 | $968,647 | $214,812 | $21,481iApproximate average salary by contribution assumption: employee only about $537,030 at 4% or $358,020 at 6%; with 50% employer match about $358,020 at 4% or $238,680 at 6%; with 100% employer match about $268,515 at 4% or $179,010 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 10 | $330,605 | $79,609 | $7,961iApproximate average salary by contribution assumption: employee only about $199,023 at 4% or $132,682 at 6%; with 50% employer match about $132,682 at 4% or $88,454 at 6%; with 100% employer match about $99,511 at 4% or $66,341 at 6%. |
| 2011 | 2 | 9 | $981,791 | $385,138 | $42,793iApproximate average salary by contribution assumption: employee only about $1,069,828 at 4% or $713,219 at 6%; with 50% employer match about $713,219 at 4% or $475,479 at 6%; with 100% employer match about $534,914 at 4% or $356,609 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 9 | $724,761 | $280,955 | $31,217iApproximate average salary by contribution assumption: employee only about $780,431 at 4% or $520,287 at 6%; with 50% employer match about $520,287 at 4% or $346,858 at 6%; with 100% employer match about $390,215 at 4% or $260,144 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 9 | $257,030 | $104,183 | $11,576iApproximate average salary by contribution assumption: employee only about $289,397 at 4% or $192,931 at 6%; with 50% employer match about $192,931 at 4% or $128,621 at 6%; with 100% employer match about $144,699 at 4% or $96,466 at 6%. |
| 2010 | 2 | 8 | $636,753 | $349,838 | $43,730iApproximate average salary by contribution assumption: employee only about $1,093,244 at 4% or $728,829 at 6%; with 50% employer match about $728,829 at 4% or $485,886 at 6%; with 100% employer match about $546,622 at 4% or $364,415 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 8 | $459,110 | $254,615 | $31,827iApproximate average salary by contribution assumption: employee only about $795,672 at 4% or $530,448 at 6%; with 50% employer match about $530,448 at 4% or $353,632 at 6%; with 100% employer match about $397,836 at 4% or $265,224 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 8 | $177,643 | $95,223 | $11,903iApproximate average salary by contribution assumption: employee only about $297,572 at 4% or $198,381 at 6%; with 50% employer match about $198,381 at 4% or $132,254 at 6%; with 100% employer match about $148,786 at 4% or $99,191 at 6%. |
| 2009 | 3 | 11 | $286,786 | $297,527 | $27,048iApproximate average salary by contribution assumption: employee only about $676,198 at 4% or $450,798 at 6%; with 50% employer match about $450,798 at 4% or $300,532 at 6%; with 100% employer match about $338,099 at 4% or $225,399 at 6%. |
| Pointivity Defined Benefit Pension Plan & Trust | - | 11 | $204,404 | $204,404 | $18,582iApproximate average salary by contribution assumption: employee only about $464,555 at 4% or $309,703 at 6%; with 50% employer match about $309,703 at 4% or $206,469 at 6%; with 100% employer match about $232,277 at 4% or $154,852 at 6%. |
| Pointivity Profit Sharing Plan and Trust | - | 11 | $82,382 | $82,382 | $7,489iApproximate average salary by contribution assumption: employee only about $187,232 at 4% or $124,821 at 6%; with 50% employer match about $124,821 at 4% or $83,214 at 6%; with 100% employer match about $93,616 at 4% or $62,411 at 6%. |
| POINTIVITY 401K SAVINGS PLAN | - | 0 | $0 | $10,741 | - |
| 2008 | 1 | 15 | $87,429 | $30,385 | $2,026iApproximate average salary by contribution assumption: employee only about $50,642 at 4% or $33,761 at 6%; with 50% employer match about $33,761 at 4% or $22,507 at 6%; with 100% employer match about $25,321 at 4% or $16,881 at 6%. |
| BELLEFLEUR CAPITAL, INC., DBA POINTIVITY 401K SAVINGS PLAN | - | 15 | $87,429 | $30,385 | $2,026iApproximate average salary by contribution assumption: employee only about $50,642 at 4% or $33,761 at 6%; with 50% employer match about $33,761 at 4% or $22,507 at 6%; with 100% employer match about $25,321 at 4% or $16,881 at 6%. |
| 2007 | 1 | 12 | $0 | $0 | - |
| BELLEFLEUR CAPITAL, INC., DBA POINTIVITY 401K SAVINGS PLAN | - | 12 | - | - | - |
| 2006 | 1 | 7 | $160,716 | $13,970 | $1,996iApproximate average salary by contribution assumption: employee only about $49,893 at 4% or $33,262 at 6%; with 50% employer match about $33,262 at 4% or $22,175 at 6%; with 100% employer match about $24,946 at 4% or $16,631 at 6%. |
| BELLEFLEUR CAPITAL, INC., DBA POINTIVITY 401K SAVINGS PLAN | - | 7 | $160,716 | $13,970 | $1,996iApproximate average salary by contribution assumption: employee only about $49,893 at 4% or $33,262 at 6%; with 50% employer match about $33,262 at 4% or $22,175 at 6%; with 100% employer match about $24,946 at 4% or $16,631 at 6%. |
| 2005 | 1 | 12 | $198,390 | $27,825 | $2,319iApproximate average salary by contribution assumption: employee only about $57,969 at 4% or $38,646 at 6%; with 50% employer match about $38,646 at 4% or $25,764 at 6%; with 100% employer match about $28,984 at 4% or $19,323 at 6%. |
| BELLEFLEUR CAPITAL, INC., DBA POINTIVITY 401K SAVINGS PLAN | - | 12 | $198,390 | $27,825 | $2,319iApproximate average salary by contribution assumption: employee only about $57,969 at 4% or $38,646 at 6%; with 50% employer match about $38,646 at 4% or $25,764 at 6%; with 100% employer match about $28,984 at 4% or $19,323 at 6%. |
| 2003 | 1 | 33 | $273,255 | $24,943 | $756iApproximate average salary by contribution assumption: employee only about $18,896 at 4% or $12,597 at 6%; with 50% employer match about $12,597 at 4% or $8,398 at 6%; with 100% employer match about $9,448 at 4% or $6,299 at 6%. |
| BELLEFLEUR CAPITAL, INC., DBA POINTIVITY 401K SAVINGS PLAN | - | 33 | $273,255 | $24,943 | $756iApproximate average salary by contribution assumption: employee only about $18,896 at 4% or $12,597 at 6%; with 50% employer match about $12,597 at 4% or $8,398 at 6%; with 100% employer match about $9,448 at 4% or $6,299 at 6%. |