Civic Intelligence

Fort Point Capital LLC

Plan context: Fort Point Capital 401(K) Plan

EIN 38-3823581 • Boston, MA • 16 filings • 2 plans

185 Dartmouth Street, 10th FloorBoston, MA 02116
Current Snapshot

Latest Year

2024

2024 Participants

17

2024 Assets

$5,286,882

2024 Contributions

$960,512

Historical Graphs

Total Assets Over Time

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

$5,286,882$2,643,441$0201320192024YearValue
$5,286,882Latest year 2024

Participants Over Time

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

1790201320192024YearValue
17Latest year 2024

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
2024217$5,286,882$960,512$56,501iApproximate average salary by contribution assumption: employee only about $1,412,518 at 4% or $941,678 at 6%; with 50% employer match about $941,678 at 4% or $627,786 at 6%; with 100% employer match about $706,259 at 4% or $470,839 at 6%.
Fort Point Capital 401(K) Plan-17$3,566,626$457,284$26,899iApproximate average salary by contribution assumption: employee only about $672,476 at 4% or $448,318 at 6%; with 50% employer match about $448,318 at 4% or $298,878 at 6%; with 100% employer match about $336,238 at 4% or $224,159 at 6%.
Fort Point Capital LLC Cash Balance Plan-16$1,720,256$503,228$31,452iApproximate average salary by contribution assumption: employee only about $786,294 at 4% or $524,196 at 6%; with 50% employer match about $524,196 at 4% or $349,464 at 6%; with 100% employer match about $393,147 at 4% or $262,098 at 6%.
2023217$3,630,560$853,008$50,177iApproximate average salary by contribution assumption: employee only about $1,254,424 at 4% or $836,282 at 6%; with 50% employer match about $836,282 at 4% or $557,522 at 6%; with 100% employer match about $627,212 at 4% or $418,141 at 6%.
Fort Point Capital 401(K) Plan-17$2,455,610$384,859$22,639iApproximate average salary by contribution assumption: employee only about $565,969 at 4% or $377,313 at 6%; with 50% employer match about $377,313 at 4% or $251,542 at 6%; with 100% employer match about $282,985 at 4% or $188,656 at 6%.
Fort Point Capital LLC Cash Balance Plan-15$1,174,950$468,149$31,210iApproximate average salary by contribution assumption: employee only about $780,248 at 4% or $520,166 at 6%; with 50% employer match about $520,166 at 4% or $346,777 at 6%; with 100% employer match about $390,124 at 4% or $260,083 at 6%.
2022213$2,394,574$603,995$46,461iApproximate average salary by contribution assumption: employee only about $1,161,529 at 4% or $774,353 at 6%; with 50% employer match about $774,353 at 4% or $516,235 at 6%; with 100% employer match about $580,764 at 4% or $387,176 at 6%.
Fort Point Capital 401(K) Plan-13$1,718,667$255,933$19,687iApproximate average salary by contribution assumption: employee only about $492,179 at 4% or $328,119 at 6%; with 50% employer match about $328,119 at 4% or $218,746 at 6%; with 100% employer match about $246,089 at 4% or $164,060 at 6%.
Fort Point Capital LLC Cash Balance Plan-11$675,907$348,062$31,642iApproximate average salary by contribution assumption: employee only about $791,050 at 4% or $527,367 at 6%; with 50% employer match about $527,367 at 4% or $351,578 at 6%; with 100% employer match about $395,525 at 4% or $263,683 at 6%.
2021210$2,197,848$688,880$68,888iApproximate average salary by contribution assumption: employee only about $1,722,200 at 4% or $1,148,133 at 6%; with 50% employer match about $1,148,133 at 4% or $765,422 at 6%; with 100% employer match about $861,100 at 4% or $574,067 at 6%.
Fort Point Capital 401(K) Plan-10$1,852,396$344,080$34,408iApproximate average salary by contribution assumption: employee only about $860,200 at 4% or $573,467 at 6%; with 50% employer match about $573,467 at 4% or $382,311 at 6%; with 100% employer match about $430,100 at 4% or $286,733 at 6%.
Fort Point Capital LLC Cash Balance Plan-8$345,452$344,800$43,100iApproximate average salary by contribution assumption: employee only about $1,077,500 at 4% or $718,333 at 6%; with 50% employer match about $718,333 at 4% or $478,889 at 6%; with 100% employer match about $538,750 at 4% or $359,167 at 6%.
202019$1,328,394$129,123$14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%.
Fort Point Capital 401(K) Plan-9$1,328,394$129,123$14,347iApproximate average salary by contribution assumption: employee only about $358,675 at 4% or $239,117 at 6%; with 50% employer match about $239,117 at 4% or $159,411 at 6%; with 100% employer match about $179,338 at 4% or $119,558 at 6%.
201918$992,431$153,777$19,222iApproximate average salary by contribution assumption: employee only about $480,553 at 4% or $320,369 at 6%; with 50% employer match about $320,369 at 4% or $213,579 at 6%; with 100% employer match about $240,277 at 4% or $160,184 at 6%.
Fort Point Capital 401(K) Plan-8$992,431$153,777$19,222iApproximate average salary by contribution assumption: employee only about $480,553 at 4% or $320,369 at 6%; with 50% employer match about $320,369 at 4% or $213,579 at 6%; with 100% employer match about $240,277 at 4% or $160,184 at 6%.
201817$780,927$94,825$13,546iApproximate average salary by contribution assumption: employee only about $338,661 at 4% or $225,774 at 6%; with 50% employer match about $225,774 at 4% or $150,516 at 6%; with 100% employer match about $169,330 at 4% or $112,887 at 6%.
Fort Point Capital 401(K) Plan-7$780,927$94,825$13,546iApproximate average salary by contribution assumption: employee only about $338,661 at 4% or $225,774 at 6%; with 50% employer match about $225,774 at 4% or $150,516 at 6%; with 100% employer match about $169,330 at 4% or $112,887 at 6%.
201717$846,274$129,757$18,537iApproximate average salary by contribution assumption: employee only about $463,418 at 4% or $308,945 at 6%; with 50% employer match about $308,945 at 4% or $205,963 at 6%; with 100% employer match about $231,709 at 4% or $154,473 at 6%.
Fort Point Capital 401(K) Plan-7$846,274$129,757$18,537iApproximate average salary by contribution assumption: employee only about $463,418 at 4% or $308,945 at 6%; with 50% employer match about $308,945 at 4% or $205,963 at 6%; with 100% employer match about $231,709 at 4% or $154,473 at 6%.
201617$636,591$119,748$17,107iApproximate average salary by contribution assumption: employee only about $427,671 at 4% or $285,114 at 6%; with 50% employer match about $285,114 at 4% or $190,076 at 6%; with 100% employer match about $213,836 at 4% or $142,557 at 6%.
Fort Point Capital 401(K) Plan-7$636,591$119,748$17,107iApproximate average salary by contribution assumption: employee only about $427,671 at 4% or $285,114 at 6%; with 50% employer match about $285,114 at 4% or $190,076 at 6%; with 100% employer match about $213,836 at 4% or $142,557 at 6%.
201517$464,488$329,301$47,043iApproximate average salary by contribution assumption: employee only about $1,176,075 at 4% or $784,050 at 6%; with 50% employer match about $784,050 at 4% or $522,700 at 6%; with 100% employer match about $588,038 at 4% or $392,025 at 6%.
Fort Point Capital 401(K) Plan-7$464,488$329,301$47,043iApproximate average salary by contribution assumption: employee only about $1,176,075 at 4% or $784,050 at 6%; with 50% employer match about $784,050 at 4% or $522,700 at 6%; with 100% employer match about $588,038 at 4% or $392,025 at 6%.
201414$191,620$97,750$24,438iApproximate average salary by contribution assumption: employee only about $610,938 at 4% or $407,292 at 6%; with 50% employer match about $407,292 at 4% or $271,528 at 6%; with 100% employer match about $305,469 at 4% or $203,646 at 6%.
Fort Point Capital 401(K) Plan-4$191,620$97,750$24,438iApproximate average salary by contribution assumption: employee only about $610,938 at 4% or $407,292 at 6%; with 50% employer match about $407,292 at 4% or $271,528 at 6%; with 100% employer match about $305,469 at 4% or $203,646 at 6%.
201314$99,949$97,150$24,288iApproximate average salary by contribution assumption: employee only about $607,188 at 4% or $404,792 at 6%; with 50% employer match about $404,792 at 4% or $269,861 at 6%; with 100% employer match about $303,594 at 4% or $202,396 at 6%.
Fort Point Capital 401(K) Plan-4$99,949$97,150$24,288iApproximate average salary by contribution assumption: employee only about $607,188 at 4% or $404,792 at 6%; with 50% employer match about $404,792 at 4% or $269,861 at 6%; with 100% employer match about $303,594 at 4% or $202,396 at 6%.