Civic Intelligence

Centerpoint Financial Group

Plan context: Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust

EIN 47-0828070 • Omaha, NE • 14 filings • 2 plans

9850 Nicholas St Ste 350Omaha, NE 68114
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,583,055

2024 Contributions

$173,457

Historical Graphs

Total Assets Over Time

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

$3,583,055$1,791,528$0201120182024YearValue
$3,583,055Latest year 2024

Participants Over Time

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

1050201120182024YearValue
8Latest 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
202418$3,583,055$173,457$21,682iApproximate average salary by contribution assumption: employee only about $542,053 at 4% or $361,369 at 6%; with 50% employer match about $361,369 at 4% or $240,913 at 6%; with 100% employer match about $271,027 at 4% or $180,684 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-8$3,583,055$173,457$21,682iApproximate average salary by contribution assumption: employee only about $542,053 at 4% or $361,369 at 6%; with 50% employer match about $361,369 at 4% or $240,913 at 6%; with 100% employer match about $271,027 at 4% or $180,684 at 6%.
202319$3,024,934$160,983$17,887iApproximate average salary by contribution assumption: employee only about $447,175 at 4% or $298,117 at 6%; with 50% employer match about $298,117 at 4% or $198,744 at 6%; with 100% employer match about $223,588 at 4% or $149,058 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-9$3,024,934$160,983$17,887iApproximate average salary by contribution assumption: employee only about $447,175 at 4% or $298,117 at 6%; with 50% employer match about $298,117 at 4% or $198,744 at 6%; with 100% employer match about $223,588 at 4% or $149,058 at 6%.
2022110$2,506,003$145,745$14,575iApproximate average salary by contribution assumption: employee only about $364,363 at 4% or $242,908 at 6%; with 50% employer match about $242,908 at 4% or $161,939 at 6%; with 100% employer match about $182,181 at 4% or $121,454 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-10$2,506,003$145,745$14,575iApproximate average salary by contribution assumption: employee only about $364,363 at 4% or $242,908 at 6%; with 50% employer match about $242,908 at 4% or $161,939 at 6%; with 100% employer match about $182,181 at 4% or $121,454 at 6%.
202119$2,948,330$122,275$13,586iApproximate average salary by contribution assumption: employee only about $339,653 at 4% or $226,435 at 6%; with 50% employer match about $226,435 at 4% or $150,957 at 6%; with 100% employer match about $169,826 at 4% or $113,218 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-9$2,948,330$122,275$13,586iApproximate average salary by contribution assumption: employee only about $339,653 at 4% or $226,435 at 6%; with 50% employer match about $226,435 at 4% or $150,957 at 6%; with 100% employer match about $169,826 at 4% or $113,218 at 6%.
2020110$2,632,932$128,756$12,876iApproximate average salary by contribution assumption: employee only about $321,890 at 4% or $214,593 at 6%; with 50% employer match about $214,593 at 4% or $143,062 at 6%; with 100% employer match about $160,945 at 4% or $107,297 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-10$2,632,932$128,756$12,876iApproximate average salary by contribution assumption: employee only about $321,890 at 4% or $214,593 at 6%; with 50% employer match about $214,593 at 4% or $143,062 at 6%; with 100% employer match about $160,945 at 4% or $107,297 at 6%.
2019110$2,067,120$274,020$27,402iApproximate average salary by contribution assumption: employee only about $685,050 at 4% or $456,700 at 6%; with 50% employer match about $456,700 at 4% or $304,467 at 6%; with 100% employer match about $342,525 at 4% or $228,350 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-10$2,067,120$274,020$27,402iApproximate average salary by contribution assumption: employee only about $685,050 at 4% or $456,700 at 6%; with 50% employer match about $456,700 at 4% or $304,467 at 6%; with 100% employer match about $342,525 at 4% or $228,350 at 6%.
201818$1,406,662$82,651$10,331iApproximate average salary by contribution assumption: employee only about $258,284 at 4% or $172,190 at 6%; with 50% employer match about $172,190 at 4% or $114,793 at 6%; with 100% employer match about $129,142 at 4% or $86,095 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-8$1,406,662$82,651$10,331iApproximate average salary by contribution assumption: employee only about $258,284 at 4% or $172,190 at 6%; with 50% employer match about $172,190 at 4% or $114,793 at 6%; with 100% employer match about $129,142 at 4% or $86,095 at 6%.
201718$1,398,026$642,925$80,366iApproximate average salary by contribution assumption: employee only about $2,009,141 at 4% or $1,339,427 at 6%; with 50% employer match about $1,339,427 at 4% or $892,951 at 6%; with 100% employer match about $1,004,570 at 4% or $669,714 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-8$1,398,026$642,925$80,366iApproximate average salary by contribution assumption: employee only about $2,009,141 at 4% or $1,339,427 at 6%; with 50% employer match about $1,339,427 at 4% or $892,951 at 6%; with 100% employer match about $1,004,570 at 4% or $669,714 at 6%.
201615$531,687$57,756$11,551iApproximate average salary by contribution assumption: employee only about $288,780 at 4% or $192,520 at 6%; with 50% employer match about $192,520 at 4% or $128,347 at 6%; with 100% employer match about $144,390 at 4% or $96,260 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-5$531,687$57,756$11,551iApproximate average salary by contribution assumption: employee only about $288,780 at 4% or $192,520 at 6%; with 50% employer match about $192,520 at 4% or $128,347 at 6%; with 100% employer match about $144,390 at 4% or $96,260 at 6%.
201515$440,303$68,100$13,620iApproximate average salary by contribution assumption: employee only about $340,500 at 4% or $227,000 at 6%; with 50% employer match about $227,000 at 4% or $151,333 at 6%; with 100% employer match about $170,250 at 4% or $113,500 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-5$440,303$68,100$13,620iApproximate average salary by contribution assumption: employee only about $340,500 at 4% or $227,000 at 6%; with 50% employer match about $227,000 at 4% or $151,333 at 6%; with 100% employer match about $170,250 at 4% or $113,500 at 6%.
201415$365,482$29,172$5,834iApproximate average salary by contribution assumption: employee only about $145,860 at 4% or $97,240 at 6%; with 50% employer match about $97,240 at 4% or $64,827 at 6%; with 100% employer match about $72,930 at 4% or $48,620 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-5$365,482$29,172$5,834iApproximate average salary by contribution assumption: employee only about $145,860 at 4% or $97,240 at 6%; with 50% employer match about $97,240 at 4% or $64,827 at 6%; with 100% employer match about $72,930 at 4% or $48,620 at 6%.
201315$348,769$8,618$1,724iApproximate average salary by contribution assumption: employee only about $43,090 at 4% or $28,727 at 6%; with 50% employer match about $28,727 at 4% or $19,151 at 6%; with 100% employer match about $21,545 at 4% or $14,363 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-5$348,769$8,618$1,724iApproximate average salary by contribution assumption: employee only about $43,090 at 4% or $28,727 at 6%; with 50% employer match about $28,727 at 4% or $19,151 at 6%; with 100% employer match about $21,545 at 4% or $14,363 at 6%.
201215$280,507$29,490$5,898iApproximate average salary by contribution assumption: employee only about $147,450 at 4% or $98,300 at 6%; with 50% employer match about $98,300 at 4% or $65,533 at 6%; with 100% employer match about $73,725 at 4% or $49,150 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-5$280,507$29,490$5,898iApproximate average salary by contribution assumption: employee only about $147,450 at 4% or $98,300 at 6%; with 50% employer match about $98,300 at 4% or $65,533 at 6%; with 100% employer match about $73,725 at 4% or $49,150 at 6%.
201113$218,271$235,632$78,544iApproximate average salary by contribution assumption: employee only about $1,963,600 at 4% or $1,309,067 at 6%; with 50% employer match about $1,309,067 at 4% or $872,711 at 6%; with 100% employer match about $981,800 at 4% or $654,533 at 6%.
Centerpoint Financial Group 401(K) Profit Sharing Plan and Trust-3$218,271$235,632$78,544iApproximate average salary by contribution assumption: employee only about $1,963,600 at 4% or $1,309,067 at 6%; with 50% employer match about $1,309,067 at 4% or $872,711 at 6%; with 100% employer match about $981,800 at 4% or $654,533 at 6%.