Edgepoint Capital Advisors LLC
Plan context: Edgepoint Capital Advisors LLC 401(K) Profit Sharing Plan and Trust
EIN 34-1918871 • Beachwood, OH • 4 filings • 2 plans
Current Snapshot
Latest Year
2024
2024 Participants
26
2024 Assets
$1,755,326
2024 Contributions
$331,223
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 | 1 | 26 | $1,755,326 | $331,223 | $12,739iApproximate average salary by contribution assumption: employee only about $318,484 at 4% or $212,322 at 6%; with 50% employer match about $212,322 at 4% or $141,548 at 6%; with 100% employer match about $159,242 at 4% or $106,161 at 6%. |
| Edgepoint Capital Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 26 | $1,755,326 | $331,223 | $12,739iApproximate average salary by contribution assumption: employee only about $318,484 at 4% or $212,322 at 6%; with 50% employer match about $212,322 at 4% or $141,548 at 6%; with 100% employer match about $159,242 at 4% or $106,161 at 6%. |
| 2023 | 1 | 25 | $1,364,796 | $264,291 | $10,572iApproximate average salary by contribution assumption: employee only about $264,291 at 4% or $176,194 at 6%; with 50% employer match about $176,194 at 4% or $117,463 at 6%; with 100% employer match about $132,146 at 4% or $88,097 at 6%. |
| Edgepoint Capital Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 25 | $1,364,796 | $264,291 | $10,572iApproximate average salary by contribution assumption: employee only about $264,291 at 4% or $176,194 at 6%; with 50% employer match about $176,194 at 4% or $117,463 at 6%; with 100% employer match about $132,146 at 4% or $88,097 at 6%. |
| 2008 | 1 | 9 | $100,356 | $40,368 | $4,485iApproximate average salary by contribution assumption: employee only about $112,133 at 4% or $74,756 at 6%; with 50% employer match about $74,756 at 4% or $49,837 at 6%; with 100% employer match about $56,067 at 4% or $37,378 at 6%. |
| Edgepoint Capital Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 9 | $100,356 | $40,368 | $4,485iApproximate average salary by contribution assumption: employee only about $112,133 at 4% or $74,756 at 6%; with 50% employer match about $74,756 at 4% or $49,837 at 6%; with 100% employer match about $56,067 at 4% or $37,378 at 6%. |
| 2007 | 1 | 8 | $0 | $0 | - |
| Edgepoint Capital Advisors LLC 401(K) Profit Sharing Plan and Trust | - | 8 | - | - | - |