Civic Intelligence

Centerpoint Advisory Services Inc.

Plan context: Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan

EIN 48-1209908 • Overland Park, KS • 16 filings • 2 plans

13200 Metcalf, Suite 270Overland Park, KS 66213
Current Snapshot

Latest Year

2022

2022 Participants

4

2022 Assets

$1,603,550

2022 Contributions

$104,719

Historical Graphs

Total Assets Over Time

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

$1,730,509$865,255$0200720152022YearValue
$1,603,550Latest year 2022

Participants Over Time

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

420200720152022YearValue
4Latest year 2022

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
202214$1,603,550$104,719$26,180iApproximate average salary by contribution assumption: employee only about $654,494 at 4% or $436,329 at 6%; with 50% employer match about $436,329 at 4% or $290,886 at 6%; with 100% employer match about $327,247 at 4% or $218,165 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-4$1,603,550$104,719$26,180iApproximate average salary by contribution assumption: employee only about $654,494 at 4% or $436,329 at 6%; with 50% employer match about $436,329 at 4% or $290,886 at 6%; with 100% employer match about $327,247 at 4% or $218,165 at 6%.
202114$1,730,509$91,182$22,796iApproximate average salary by contribution assumption: employee only about $569,888 at 4% or $379,925 at 6%; with 50% employer match about $379,925 at 4% or $253,283 at 6%; with 100% employer match about $284,944 at 4% or $189,963 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-4$1,730,509$91,182$22,796iApproximate average salary by contribution assumption: employee only about $569,888 at 4% or $379,925 at 6%; with 50% employer match about $379,925 at 4% or $253,283 at 6%; with 100% employer match about $284,944 at 4% or $189,963 at 6%.
202014$1,330,253$124,109$31,027iApproximate average salary by contribution assumption: employee only about $775,681 at 4% or $517,121 at 6%; with 50% employer match about $517,121 at 4% or $344,747 at 6%; with 100% employer match about $387,841 at 4% or $258,560 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-4$1,330,253$124,109$31,027iApproximate average salary by contribution assumption: employee only about $775,681 at 4% or $517,121 at 6%; with 50% employer match about $517,121 at 4% or $344,747 at 6%; with 100% employer match about $387,841 at 4% or $258,560 at 6%.
201913$1,041,147$51,250$17,083iApproximate average salary by contribution assumption: employee only about $427,083 at 4% or $284,722 at 6%; with 50% employer match about $284,722 at 4% or $189,815 at 6%; with 100% employer match about $213,542 at 4% or $142,361 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$1,041,147$51,250$17,083iApproximate average salary by contribution assumption: employee only about $427,083 at 4% or $284,722 at 6%; with 50% employer match about $284,722 at 4% or $189,815 at 6%; with 100% employer match about $213,542 at 4% or $142,361 at 6%.
201813$751,709$62,128$20,709iApproximate average salary by contribution assumption: employee only about $517,733 at 4% or $345,156 at 6%; with 50% employer match about $345,156 at 4% or $230,104 at 6%; with 100% employer match about $258,867 at 4% or $172,578 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$751,709$62,128$20,709iApproximate average salary by contribution assumption: employee only about $517,733 at 4% or $345,156 at 6%; with 50% employer match about $345,156 at 4% or $230,104 at 6%; with 100% employer match about $258,867 at 4% or $172,578 at 6%.
201713$738,170$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$738,170$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201612$611,415$38,540$19,270iApproximate average salary by contribution assumption: employee only about $481,750 at 4% or $321,167 at 6%; with 50% employer match about $321,167 at 4% or $214,111 at 6%; with 100% employer match about $240,875 at 4% or $160,583 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-2$611,415$38,540$19,270iApproximate average salary by contribution assumption: employee only about $481,750 at 4% or $321,167 at 6%; with 50% employer match about $321,167 at 4% or $214,111 at 6%; with 100% employer match about $240,875 at 4% or $160,583 at 6%.
201512$543,258$55,750$27,875iApproximate average salary by contribution assumption: employee only about $696,875 at 4% or $464,583 at 6%; with 50% employer match about $464,583 at 4% or $309,722 at 6%; with 100% employer match about $348,438 at 4% or $232,292 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-2$543,258$55,750$27,875iApproximate average salary by contribution assumption: employee only about $696,875 at 4% or $464,583 at 6%; with 50% employer match about $464,583 at 4% or $309,722 at 6%; with 100% employer match about $348,438 at 4% or $232,292 at 6%.
201413$527,816$69,027$23,009iApproximate average salary by contribution assumption: employee only about $575,225 at 4% or $383,483 at 6%; with 50% employer match about $383,483 at 4% or $255,656 at 6%; with 100% employer match about $287,613 at 4% or $191,742 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$527,816$69,027$23,009iApproximate average salary by contribution assumption: employee only about $575,225 at 4% or $383,483 at 6%; with 50% employer match about $383,483 at 4% or $255,656 at 6%; with 100% employer match about $287,613 at 4% or $191,742 at 6%.
201313$424,528$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$424,528$51,000$17,000iApproximate average salary by contribution assumption: employee only about $425,000 at 4% or $283,333 at 6%; with 50% employer match about $283,333 at 4% or $188,889 at 6%; with 100% employer match about $212,500 at 4% or $141,667 at 6%.
201213$350,281$38,500$12,833iApproximate average salary by contribution assumption: employee only about $320,833 at 4% or $213,889 at 6%; with 50% employer match about $213,889 at 4% or $142,593 at 6%; with 100% employer match about $160,417 at 4% or $106,944 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$350,281$38,500$12,833iApproximate average salary by contribution assumption: employee only about $320,833 at 4% or $213,889 at 6%; with 50% employer match about $213,889 at 4% or $142,593 at 6%; with 100% employer match about $160,417 at 4% or $106,944 at 6%.
201113$296,087$43,712$14,571iApproximate average salary by contribution assumption: employee only about $364,267 at 4% or $242,844 at 6%; with 50% employer match about $242,844 at 4% or $161,896 at 6%; with 100% employer match about $182,133 at 4% or $121,422 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$296,087$43,712$14,571iApproximate average salary by contribution assumption: employee only about $364,267 at 4% or $242,844 at 6%; with 50% employer match about $242,844 at 4% or $161,896 at 6%; with 100% employer match about $182,133 at 4% or $121,422 at 6%.
201013$263,903$46,183$15,394iApproximate average salary by contribution assumption: employee only about $384,858 at 4% or $256,572 at 6%; with 50% employer match about $256,572 at 4% or $171,048 at 6%; with 100% employer match about $192,429 at 4% or $128,286 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$263,903$46,183$15,394iApproximate average salary by contribution assumption: employee only about $384,858 at 4% or $256,572 at 6%; with 50% employer match about $256,572 at 4% or $171,048 at 6%; with 100% employer match about $192,429 at 4% or $128,286 at 6%.
200913$189,139$39,652$13,217iApproximate average salary by contribution assumption: employee only about $330,433 at 4% or $220,289 at 6%; with 50% employer match about $220,289 at 4% or $146,859 at 6%; with 100% employer match about $165,217 at 4% or $110,144 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$189,139$39,652$13,217iApproximate average salary by contribution assumption: employee only about $330,433 at 4% or $220,289 at 6%; with 50% employer match about $220,289 at 4% or $146,859 at 6%; with 100% employer match about $165,217 at 4% or $110,144 at 6%.
200813$136,523$59,936$19,979iApproximate average salary by contribution assumption: employee only about $499,467 at 4% or $332,978 at 6%; with 50% employer match about $332,978 at 4% or $221,985 at 6%; with 100% employer match about $249,733 at 4% or $166,489 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$136,523$59,936$19,979iApproximate average salary by contribution assumption: employee only about $499,467 at 4% or $332,978 at 6%; with 50% employer match about $332,978 at 4% or $221,985 at 6%; with 100% employer match about $249,733 at 4% or $166,489 at 6%.
200713$161,760$163,834$54,611iApproximate average salary by contribution assumption: employee only about $1,365,283 at 4% or $910,189 at 6%; with 50% employer match about $910,189 at 4% or $606,793 at 6%; with 100% employer match about $682,642 at 4% or $455,094 at 6%.
Centerpoint Advisory Services Inc. Profit Sharing 401(K) Plan-3$161,760$163,834$54,611iApproximate average salary by contribution assumption: employee only about $1,365,283 at 4% or $910,189 at 6%; with 50% employer match about $910,189 at 4% or $606,793 at 6%; with 100% employer match about $682,642 at 4% or $455,094 at 6%.