Point2 Inc.
Plan context: Point2 Inc. Cash Balance Plan
EIN 39-1841679 • Waterford, WI • 14 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$2,312,750
2025 Contributions
$62,633
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 |
|---|---|---|---|---|---|
| 2025 | 2 | 5 | $2,312,750 | $62,633 | $12,527iApproximate average salary by contribution assumption: employee only about $313,165 at 4% or $208,777 at 6%; with 50% employer match about $208,777 at 4% or $139,184 at 6%; with 100% employer match about $156,583 at 4% or $104,388 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 5 | $1,592,008 | $0 | - |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 5 | $720,742 | $62,633 | $12,527iApproximate average salary by contribution assumption: employee only about $313,165 at 4% or $208,777 at 6%; with 50% employer match about $208,777 at 4% or $139,184 at 6%; with 100% employer match about $156,583 at 4% or $104,388 at 6%. |
| 2024 | 2 | 5 | $2,011,140 | $84,637 | $16,927iApproximate average salary by contribution assumption: employee only about $423,185 at 4% or $282,123 at 6%; with 50% employer match about $282,123 at 4% or $188,082 at 6%; with 100% employer match about $211,593 at 4% or $141,062 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 5 | $1,445,021 | $0 | - |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 5 | $566,119 | $84,637 | $16,927iApproximate average salary by contribution assumption: employee only about $423,185 at 4% or $282,123 at 6%; with 50% employer match about $282,123 at 4% or $188,082 at 6%; with 100% employer match about $211,593 at 4% or $141,062 at 6%. |
| 2023 | 2 | 6 | $1,826,403 | $359,151 | $59,859iApproximate average salary by contribution assumption: employee only about $1,496,463 at 4% or $997,642 at 6%; with 50% employer match about $997,642 at 4% or $665,094 at 6%; with 100% employer match about $748,231 at 4% or $498,821 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 6 | $1,394,685 | $258,264 | $43,044iApproximate average salary by contribution assumption: employee only about $1,076,100 at 4% or $717,400 at 6%; with 50% employer match about $717,400 at 4% or $478,267 at 6%; with 100% employer match about $538,050 at 4% or $358,700 at 6%. |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 3 | $431,718 | $100,887 | $33,629iApproximate average salary by contribution assumption: employee only about $840,725 at 4% or $560,483 at 6%; with 50% employer match about $560,483 at 4% or $373,656 at 6%; with 100% employer match about $420,363 at 4% or $280,242 at 6%. |
| 2022 | 2 | 4 | $1,343,567 | $453,936 | $113,484iApproximate average salary by contribution assumption: employee only about $2,837,100 at 4% or $1,891,400 at 6%; with 50% employer match about $1,891,400 at 4% or $1,260,933 at 6%; with 100% employer match about $1,418,550 at 4% or $945,700 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 4 | $1,051,571 | $360,335 | $90,084iApproximate average salary by contribution assumption: employee only about $2,252,094 at 4% or $1,501,396 at 6%; with 50% employer match about $1,501,396 at 4% or $1,000,931 at 6%; with 100% employer match about $1,126,047 at 4% or $750,698 at 6%. |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 4 | $291,996 | $93,601 | $23,400iApproximate average salary by contribution assumption: employee only about $585,006 at 4% or $390,004 at 6%; with 50% employer match about $390,004 at 4% or $260,003 at 6%; with 100% employer match about $292,503 at 4% or $195,002 at 6%. |
| 2021 | 2 | 4 | $1,024,432 | $374,557 | $93,639iApproximate average salary by contribution assumption: employee only about $2,340,981 at 4% or $1,560,654 at 6%; with 50% employer match about $1,560,654 at 4% or $1,040,436 at 6%; with 100% employer match about $1,170,491 at 4% or $780,327 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 4 | $776,185 | $252,797 | $63,199iApproximate average salary by contribution assumption: employee only about $1,579,981 at 4% or $1,053,321 at 6%; with 50% employer match about $1,053,321 at 4% or $702,214 at 6%; with 100% employer match about $789,991 at 4% or $526,660 at 6%. |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 4 | $248,247 | $121,760 | $30,440iApproximate average salary by contribution assumption: employee only about $761,000 at 4% or $507,333 at 6%; with 50% employer match about $507,333 at 4% or $338,222 at 6%; with 100% employer match about $380,500 at 4% or $253,667 at 6%. |
| 2020 | 2 | 4 | $614,114 | $319,018 | $79,755iApproximate average salary by contribution assumption: employee only about $1,993,863 at 4% or $1,329,242 at 6%; with 50% employer match about $1,329,242 at 4% or $886,161 at 6%; with 100% employer match about $996,931 at 4% or $664,621 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 4 | $509,161 | $231,097 | $57,774iApproximate average salary by contribution assumption: employee only about $1,444,356 at 4% or $962,904 at 6%; with 50% employer match about $962,904 at 4% or $641,936 at 6%; with 100% employer match about $722,178 at 4% or $481,452 at 6%. |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 4 | $104,953 | $87,921 | $21,980iApproximate average salary by contribution assumption: employee only about $549,506 at 4% or $366,338 at 6%; with 50% employer match about $366,338 at 4% or $244,225 at 6%; with 100% employer match about $274,753 at 4% or $183,169 at 6%. |
| 2019 | 2 | 4 | $250,000 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Point2 Inc. Cash Balance Plan | - | 4 | $250,000 | $250,000 | $62,500iApproximate average salary by contribution assumption: employee only about $1,562,500 at 4% or $1,041,667 at 6%; with 50% employer match about $1,041,667 at 4% or $694,444 at 6%; with 100% employer match about $781,250 at 4% or $520,833 at 6%. |
| Point2 Inc. 401(K) Profit Sharing Plan | - | 4 | - | - | - |