Civic Intelligence

Waypoint Partners

Plan context: Waypoint Partners 401(K) Plan

EIN 42-1719324 • Orange Village, OH • 13 filings • 3 plans

100 Park Avenue, Suite 425Orange Village, OH 44122-4242
Current Snapshot

Latest Year

2025

2025 Participants

6

2025 Assets

$329,983

2025 Contributions

$138,041

Historical Graphs

Total Assets Over Time

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

$2,177,046$1,088,523$0201220182025YearValue
$329,983Latest year 2025

Participants Over Time

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

630201220182025YearValue
6Latest year 2025

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
202516$329,983$138,041$23,007iApproximate average salary by contribution assumption: employee only about $575,171 at 4% or $383,447 at 6%; with 50% employer match about $383,447 at 4% or $255,631 at 6%; with 100% employer match about $287,585 at 4% or $191,724 at 6%.
Waypoint Partners 401(K) Plan-6$329,983$138,041$23,007iApproximate average salary by contribution assumption: employee only about $575,171 at 4% or $383,447 at 6%; with 50% employer match about $383,447 at 4% or $255,631 at 6%; with 100% employer match about $287,585 at 4% or $191,724 at 6%.
202416$150,476$144,230$24,038iApproximate average salary by contribution assumption: employee only about $600,958 at 4% or $400,639 at 6%; with 50% employer match about $400,639 at 4% or $267,093 at 6%; with 100% employer match about $300,479 at 4% or $200,319 at 6%.
Waypoint Partners 401(K) Plan-6$150,476$144,230$24,038iApproximate average salary by contribution assumption: employee only about $600,958 at 4% or $400,639 at 6%; with 50% employer match about $400,639 at 4% or $267,093 at 6%; with 100% employer match about $300,479 at 4% or $200,319 at 6%.
202210$0$0-
COMPREHENSIVE PLANNERS INC 401(K) PLAN-0$0--
202113$2,177,046$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
COMPREHENSIVE PLANNERS INC 401(K) PLAN-3$2,177,046$76,500$25,500iApproximate average salary by contribution assumption: employee only about $637,500 at 4% or $425,000 at 6%; with 50% employer match about $425,000 at 4% or $283,333 at 6%; with 100% employer match about $318,750 at 4% or $212,500 at 6%.
202013$1,868,381$75,500$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
COMPREHENSIVE PLANNERS INC 401(K) PLAN-3$1,868,381$75,500$25,167iApproximate average salary by contribution assumption: employee only about $629,167 at 4% or $419,444 at 6%; with 50% employer match about $419,444 at 4% or $279,630 at 6%; with 100% employer match about $314,583 at 4% or $209,722 at 6%.
201913$1,465,593$74,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
COMPREHENSIVE PLANNERS INC 401(K) PLAN-3$1,465,593$74,000$24,667iApproximate average salary by contribution assumption: employee only about $616,667 at 4% or $411,111 at 6%; with 50% employer match about $411,111 at 4% or $274,074 at 6%; with 100% employer match about $308,333 at 4% or $205,556 at 6%.
201813$1,112,399$73,000$24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%.
COMPREHENSIVE PLANNERS INC 401(K) PLAN-3$1,112,399$73,000$24,333iApproximate average salary by contribution assumption: employee only about $608,333 at 4% or $405,556 at 6%; with 50% employer match about $405,556 at 4% or $270,370 at 6%; with 100% employer match about $304,167 at 4% or $202,778 at 6%.
201713$1,138,329$73,340$24,447iApproximate average salary by contribution assumption: employee only about $611,167 at 4% or $407,444 at 6%; with 50% employer match about $407,444 at 4% or $271,630 at 6%; with 100% employer match about $305,583 at 4% or $203,722 at 6%.
COMPREHENSIVE PLANNERS INC 401(K) PLAN-3$1,138,329$73,340$24,447iApproximate average salary by contribution assumption: employee only about $611,167 at 4% or $407,444 at 6%; with 50% employer match about $407,444 at 4% or $271,630 at 6%; with 100% employer match about $305,583 at 4% or $203,722 at 6%.
201613$877,907$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
COMPREHENSIVE PLANNERS, INC. 401(K) PLAN-3$877,907$73,500$24,500iApproximate average salary by contribution assumption: employee only about $612,500 at 4% or $408,333 at 6%; with 50% employer match about $408,333 at 4% or $272,222 at 6%; with 100% employer match about $306,250 at 4% or $204,167 at 6%.
201513$733,746$72,975$24,325iApproximate average salary by contribution assumption: employee only about $608,125 at 4% or $405,417 at 6%; with 50% employer match about $405,417 at 4% or $270,278 at 6%; with 100% employer match about $304,063 at 4% or $202,708 at 6%.
COMPREHENSIVE PLANNERS, INC. 401(K) PLAN-3$733,746$72,975$24,325iApproximate average salary by contribution assumption: employee only about $608,125 at 4% or $405,417 at 6%; with 50% employer match about $405,417 at 4% or $270,278 at 6%; with 100% employer match about $304,063 at 4% or $202,708 at 6%.
201413$684,219$72,500$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
COMPREHENSIVE PLANNERS, INC. 401(K) PLAN-3$684,219$72,500$24,167iApproximate average salary by contribution assumption: employee only about $604,167 at 4% or $402,778 at 6%; with 50% employer match about $402,778 at 4% or $268,519 at 6%; with 100% employer match about $302,083 at 4% or $201,389 at 6%.
201313$562,117$71,500$23,833iApproximate average salary by contribution assumption: employee only about $595,833 at 4% or $397,222 at 6%; with 50% employer match about $397,222 at 4% or $264,815 at 6%; with 100% employer match about $297,917 at 4% or $198,611 at 6%.
COMPREHENSIVE PLANNERS, INC. 401(K) PLAN-3$562,117$71,500$23,833iApproximate average salary by contribution assumption: employee only about $595,833 at 4% or $397,222 at 6%; with 50% employer match about $397,222 at 4% or $264,815 at 6%; with 100% employer match about $297,917 at 4% or $198,611 at 6%.
201213$393,395$63,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.
COMPREHENSIVE PLANNERS, INC. 401(K) PLAN-3$393,395$63,000$21,000iApproximate average salary by contribution assumption: employee only about $525,000 at 4% or $350,000 at 6%; with 50% employer match about $350,000 at 4% or $233,333 at 6%; with 100% employer match about $262,500 at 4% or $175,000 at 6%.