Civic Intelligence

POINT5 MANAGED SERVICES, LLC

Plan context: POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST

EIN 47-4304819 • Madison, CT • 8 filings • 2 plans

75 Island AveMadison, CT 06443-3030
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$1,264,939

2025 Contributions

$131,677

Historical Graphs

Total Assets Over Time

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

$1,264,939$632,470$0201820222025YearValue
$1,264,939Latest year 2025

Participants Over Time

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

950201820222025YearValue
8Latest 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
202518$1,264,939$131,677$16,460iApproximate average salary by contribution assumption: employee only about $411,491 at 4% or $274,327 at 6%; with 50% employer match about $274,327 at 4% or $182,885 at 6%; with 100% employer match about $205,745 at 4% or $137,164 at 6%.
POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-8$1,264,939$131,677$16,460iApproximate average salary by contribution assumption: employee only about $411,491 at 4% or $274,327 at 6%; with 50% employer match about $274,327 at 4% or $182,885 at 6%; with 100% employer match about $205,745 at 4% or $137,164 at 6%.
202417$966,570$125,344$17,906iApproximate average salary by contribution assumption: employee only about $447,657 at 4% or $298,438 at 6%; with 50% employer match about $298,438 at 4% or $198,959 at 6%; with 100% employer match about $223,829 at 4% or $149,219 at 6%.
POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-7$966,570$125,344$17,906iApproximate average salary by contribution assumption: employee only about $447,657 at 4% or $298,438 at 6%; with 50% employer match about $298,438 at 4% or $198,959 at 6%; with 100% employer match about $223,829 at 4% or $149,219 at 6%.
202317$721,562$133,953$19,136iApproximate average salary by contribution assumption: employee only about $478,404 at 4% or $318,936 at 6%; with 50% employer match about $318,936 at 4% or $212,624 at 6%; with 100% employer match about $239,202 at 4% or $159,468 at 6%.
POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-7$721,562$133,953$19,136iApproximate average salary by contribution assumption: employee only about $478,404 at 4% or $318,936 at 6%; with 50% employer match about $318,936 at 4% or $212,624 at 6%; with 100% employer match about $239,202 at 4% or $159,468 at 6%.
202218$580,481$133,254$16,657iApproximate average salary by contribution assumption: employee only about $416,419 at 4% or $277,613 at 6%; with 50% employer match about $277,613 at 4% or $185,075 at 6%; with 100% employer match about $208,209 at 4% or $138,806 at 6%.
POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-8$580,481$133,254$16,657iApproximate average salary by contribution assumption: employee only about $416,419 at 4% or $277,613 at 6%; with 50% employer match about $277,613 at 4% or $185,075 at 6%; with 100% employer match about $208,209 at 4% or $138,806 at 6%.
202118$583,385$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-8$583,385$170,000$21,250iApproximate average salary by contribution assumption: employee only about $531,250 at 4% or $354,167 at 6%; with 50% employer match about $354,167 at 4% or $236,111 at 6%; with 100% employer match about $265,625 at 4% or $177,083 at 6%.
202019$381,882$151,230$16,803iApproximate average salary by contribution assumption: employee only about $420,083 at 4% or $280,056 at 6%; with 50% employer match about $280,056 at 4% or $186,704 at 6%; with 100% employer match about $210,042 at 4% or $140,028 at 6%.
POINT5 MANAGED SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST-9$381,882$151,230$16,803iApproximate average salary by contribution assumption: employee only about $420,083 at 4% or $280,056 at 6%; with 50% employer match about $280,056 at 4% or $186,704 at 6%; with 100% employer match about $210,042 at 4% or $140,028 at 6%.
201916$181,241$115,624$19,271iApproximate average salary by contribution assumption: employee only about $481,767 at 4% or $321,178 at 6%; with 50% employer match about $321,178 at 4% or $214,119 at 6%; with 100% employer match about $240,883 at 4% or $160,589 at 6%.
POINT5 MANAGED SERVICES 401(K) PLAN-6$181,241$115,624$19,271iApproximate average salary by contribution assumption: employee only about $481,767 at 4% or $321,178 at 6%; with 50% employer match about $321,178 at 4% or $214,119 at 6%; with 100% employer match about $240,883 at 4% or $160,589 at 6%.
201815$43,323$44,168$8,834iApproximate average salary by contribution assumption: employee only about $220,840 at 4% or $147,227 at 6%; with 50% employer match about $147,227 at 4% or $98,151 at 6%; with 100% employer match about $110,420 at 4% or $73,613 at 6%.
POINT5 MANAGED SERVICES 401(K) PLAN-5$43,323$44,168$8,834iApproximate average salary by contribution assumption: employee only about $220,840 at 4% or $147,227 at 6%; with 50% employer match about $147,227 at 4% or $98,151 at 6%; with 100% employer match about $110,420 at 4% or $73,613 at 6%.