Civic Intelligence

Waypoint Advisory Services LLC

Plan context: Waypoint Advisory Services 401(K) Plan

EIN 45-1213731 • Amarillo, TX • 12 filings • 2 plans

2100 South Polk StreetAmarillo, TX 79109
Current Snapshot

Latest Year

2025

2025 Participants

15

2025 Assets

$1,458,972

2025 Contributions

$153,199

Historical Graphs

Total Assets Over Time

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

$1,458,972$729,486$0201420202025YearValue
$1,458,972Latest year 2025

Participants Over Time

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

1680201420202025YearValue
15Latest 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
2025115$1,458,972$153,199$10,213iApproximate average salary by contribution assumption: employee only about $255,332 at 4% or $170,221 at 6%; with 50% employer match about $170,221 at 4% or $113,481 at 6%; with 100% employer match about $127,666 at 4% or $85,111 at 6%.
Waypoint Advisory Services 401(K) Plan-15$1,458,972$153,199$10,213iApproximate average salary by contribution assumption: employee only about $255,332 at 4% or $170,221 at 6%; with 50% employer match about $170,221 at 4% or $113,481 at 6%; with 100% employer match about $127,666 at 4% or $85,111 at 6%.
2024116$1,109,478$127,794$7,987iApproximate average salary by contribution assumption: employee only about $199,678 at 4% or $133,119 at 6%; with 50% employer match about $133,119 at 4% or $88,746 at 6%; with 100% employer match about $99,839 at 4% or $66,559 at 6%.
Waypoint Advisory Services 401(K) Plan-16$1,109,478$127,794$7,987iApproximate average salary by contribution assumption: employee only about $199,678 at 4% or $133,119 at 6%; with 50% employer match about $133,119 at 4% or $88,746 at 6%; with 100% employer match about $99,839 at 4% or $66,559 at 6%.
2023116$867,687$121,943$7,621iApproximate average salary by contribution assumption: employee only about $190,536 at 4% or $127,024 at 6%; with 50% employer match about $127,024 at 4% or $84,683 at 6%; with 100% employer match about $95,268 at 4% or $63,512 at 6%.
Waypoint Advisory Services 401(K) Plan-16$867,687$121,943$7,621iApproximate average salary by contribution assumption: employee only about $190,536 at 4% or $127,024 at 6%; with 50% employer match about $127,024 at 4% or $84,683 at 6%; with 100% employer match about $95,268 at 4% or $63,512 at 6%.
2022113$650,218$80,374$6,183iApproximate average salary by contribution assumption: employee only about $154,565 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
Waypoint Advisory Services 401(K) Plan-13$650,218$80,374$6,183iApproximate average salary by contribution assumption: employee only about $154,565 at 4% or $103,044 at 6%; with 50% employer match about $103,044 at 4% or $68,696 at 6%; with 100% employer match about $77,283 at 4% or $51,522 at 6%.
2021112$701,402$70,674$5,890iApproximate average salary by contribution assumption: employee only about $147,238 at 4% or $98,158 at 6%; with 50% employer match about $98,158 at 4% or $65,439 at 6%; with 100% employer match about $73,619 at 4% or $49,079 at 6%.
Waypoint Advisory Services 401(K) Plan-12$701,402$70,674$5,890iApproximate average salary by contribution assumption: employee only about $147,238 at 4% or $98,158 at 6%; with 50% employer match about $98,158 at 4% or $65,439 at 6%; with 100% employer match about $73,619 at 4% or $49,079 at 6%.
2020110$547,942$57,641$5,764iApproximate average salary by contribution assumption: employee only about $144,103 at 4% or $96,068 at 6%; with 50% employer match about $96,068 at 4% or $64,046 at 6%; with 100% employer match about $72,051 at 4% or $48,034 at 6%.
Waypoint Advisory Services 401(K) Plan-10$547,942$57,641$5,764iApproximate average salary by contribution assumption: employee only about $144,103 at 4% or $96,068 at 6%; with 50% employer match about $96,068 at 4% or $64,046 at 6%; with 100% employer match about $72,051 at 4% or $48,034 at 6%.
201919$422,448$51,649$5,739iApproximate average salary by contribution assumption: employee only about $143,469 at 4% or $95,646 at 6%; with 50% employer match about $95,646 at 4% or $63,764 at 6%; with 100% employer match about $71,735 at 4% or $47,823 at 6%.
Waypoint Advisory Services 401(K) Plan-9$422,448$51,649$5,739iApproximate average salary by contribution assumption: employee only about $143,469 at 4% or $95,646 at 6%; with 50% employer match about $95,646 at 4% or $63,764 at 6%; with 100% employer match about $71,735 at 4% or $47,823 at 6%.
201817$311,580$52,134$7,448iApproximate average salary by contribution assumption: employee only about $186,193 at 4% or $124,129 at 6%; with 50% employer match about $124,129 at 4% or $82,752 at 6%; with 100% employer match about $93,096 at 4% or $62,064 at 6%.
Waypoint Advisory Services 401(K) Plan-7$311,580$52,134$7,448iApproximate average salary by contribution assumption: employee only about $186,193 at 4% or $124,129 at 6%; with 50% employer match about $124,129 at 4% or $82,752 at 6%; with 100% employer match about $93,096 at 4% or $62,064 at 6%.
201716$276,556$41,364$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
Waypoint Advisory Services 401(K) Plan-6$276,556$41,364$6,894iApproximate average salary by contribution assumption: employee only about $172,350 at 4% or $114,900 at 6%; with 50% employer match about $114,900 at 4% or $76,600 at 6%; with 100% employer match about $86,175 at 4% or $57,450 at 6%.
201615$211,554$31,581$6,316iApproximate average salary by contribution assumption: employee only about $157,905 at 4% or $105,270 at 6%; with 50% employer match about $105,270 at 4% or $70,180 at 6%; with 100% employer match about $78,953 at 4% or $52,635 at 6%.
Waypoint Advisory Services 401(K) Plan-5$211,554$31,581$6,316iApproximate average salary by contribution assumption: employee only about $157,905 at 4% or $105,270 at 6%; with 50% employer match about $105,270 at 4% or $70,180 at 6%; with 100% employer match about $78,953 at 4% or $52,635 at 6%.
201517$167,568$72,667$10,381iApproximate average salary by contribution assumption: employee only about $259,525 at 4% or $173,017 at 6%; with 50% employer match about $173,017 at 4% or $115,344 at 6%; with 100% employer match about $129,763 at 4% or $86,508 at 6%.
Waypoint Advisory Services 401(K) Plan-7$167,568$72,667$10,381iApproximate average salary by contribution assumption: employee only about $259,525 at 4% or $173,017 at 6%; with 50% employer match about $173,017 at 4% or $115,344 at 6%; with 100% employer match about $129,763 at 4% or $86,508 at 6%.
201415$97,706$97,151$19,430iApproximate average salary by contribution assumption: employee only about $485,755 at 4% or $323,837 at 6%; with 50% employer match about $323,837 at 4% or $215,891 at 6%; with 100% employer match about $242,878 at 4% or $161,918 at 6%.
Waypoint Advisory Services 401(K) Plan-5$97,706$97,151$19,430iApproximate average salary by contribution assumption: employee only about $485,755 at 4% or $323,837 at 6%; with 50% employer match about $323,837 at 4% or $215,891 at 6%; with 100% employer match about $242,878 at 4% or $161,918 at 6%.