Civic Intelligence

Waypoint Advisors LLC

Plan context: Waypoint Advisors LLC 401(K) Plan

EIN 54-2050862 • Virginia Beach, VA • 18 filings • 3 plans

2101 Parks AvenueSuite 800Virginia Beach, VA 23451
Current Snapshot

Latest Year

2019

2019 Participants

11

2019 Assets

$681,229

2019 Contributions

$46,958

Historical Graphs

Total Assets Over Time

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

$1,163,272$581,636$0200220112018YearValue
$681,229Latest year 2018

Participants Over Time

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

1160200220102018YearValue
11Latest year 2018

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
201910$0$46,958-
Waypoint Advisors LLC 401(K) Plan-0$0$46,958-
2018111$681,229$125,894$11,445iApproximate average salary by contribution assumption: employee only about $286,123 at 4% or $190,748 at 6%; with 50% employer match about $190,748 at 4% or $127,166 at 6%; with 100% employer match about $143,061 at 4% or $95,374 at 6%.
Waypoint Advisors LLC 401(K) Plan-11$681,229$125,894$11,445iApproximate average salary by contribution assumption: employee only about $286,123 at 4% or $190,748 at 6%; with 50% employer match about $190,748 at 4% or $127,166 at 6%; with 100% employer match about $143,061 at 4% or $95,374 at 6%.
2017110$591,010$90,373$9,037iApproximate average salary by contribution assumption: employee only about $225,932 at 4% or $150,622 at 6%; with 50% employer match about $150,622 at 4% or $100,414 at 6%; with 100% employer match about $112,966 at 4% or $75,311 at 6%.
Waypoint Advisors LLC 401(K) Plan-10$591,010$90,373$9,037iApproximate average salary by contribution assumption: employee only about $225,932 at 4% or $150,622 at 6%; with 50% employer match about $150,622 at 4% or $100,414 at 6%; with 100% employer match about $112,966 at 4% or $75,311 at 6%.
2016111$586,015$88,509$8,046iApproximate average salary by contribution assumption: employee only about $201,157 at 4% or $134,105 at 6%; with 50% employer match about $134,105 at 4% or $89,403 at 6%; with 100% employer match about $100,578 at 4% or $67,052 at 6%.
Waypoint Advisors LLC 401(K) Plan-11$586,015$88,509$8,046iApproximate average salary by contribution assumption: employee only about $201,157 at 4% or $134,105 at 6%; with 50% employer match about $134,105 at 4% or $89,403 at 6%; with 100% employer match about $100,578 at 4% or $67,052 at 6%.
201519$496,298$72,559$8,062iApproximate average salary by contribution assumption: employee only about $201,553 at 4% or $134,369 at 6%; with 50% employer match about $134,369 at 4% or $89,579 at 6%; with 100% employer match about $100,776 at 4% or $67,184 at 6%.
Waypoint Advisors LLC 401(K) Plan-9$496,298$72,559$8,062iApproximate average salary by contribution assumption: employee only about $201,553 at 4% or $134,369 at 6%; with 50% employer match about $134,369 at 4% or $89,579 at 6%; with 100% employer match about $100,776 at 4% or $67,184 at 6%.
2014110$946,981$81,109$8,111iApproximate average salary by contribution assumption: employee only about $202,773 at 4% or $135,182 at 6%; with 50% employer match about $135,182 at 4% or $90,121 at 6%; with 100% employer match about $101,386 at 4% or $67,591 at 6%.
Waypoint Advisors LLC 401(K) Plan-10$946,981$81,109$8,111iApproximate average salary by contribution assumption: employee only about $202,773 at 4% or $135,182 at 6%; with 50% employer match about $135,182 at 4% or $90,121 at 6%; with 100% employer match about $101,386 at 4% or $67,591 at 6%.
2013111$1,163,272$74,981$6,816iApproximate average salary by contribution assumption: employee only about $170,411 at 4% or $113,608 at 6%; with 50% employer match about $113,608 at 4% or $75,738 at 6%; with 100% employer match about $85,206 at 4% or $56,804 at 6%.
Waypoint Advisors LLC 401(K) Plan-11$1,163,272$74,981$6,816iApproximate average salary by contribution assumption: employee only about $170,411 at 4% or $113,608 at 6%; with 50% employer match about $113,608 at 4% or $75,738 at 6%; with 100% employer match about $85,206 at 4% or $56,804 at 6%.
2012110$907,971$113,923$11,392iApproximate average salary by contribution assumption: employee only about $284,808 at 4% or $189,872 at 6%; with 50% employer match about $189,872 at 4% or $126,581 at 6%; with 100% employer match about $142,404 at 4% or $94,936 at 6%.
Waypoint Advisors LLC 401(K) Plan-10$907,971$113,923$11,392iApproximate average salary by contribution assumption: employee only about $284,808 at 4% or $189,872 at 6%; with 50% employer match about $189,872 at 4% or $126,581 at 6%; with 100% employer match about $142,404 at 4% or $94,936 at 6%.
201119$718,580$93,308$10,368iApproximate average salary by contribution assumption: employee only about $259,189 at 4% or $172,793 at 6%; with 50% employer match about $172,793 at 4% or $115,195 at 6%; with 100% employer match about $129,594 at 4% or $86,396 at 6%.
Waypoint Advisors LLC 401(K) Plan-9$718,580$93,308$10,368iApproximate average salary by contribution assumption: employee only about $259,189 at 4% or $172,793 at 6%; with 50% employer match about $172,793 at 4% or $115,195 at 6%; with 100% employer match about $129,594 at 4% or $86,396 at 6%.
201018$633,657$119,190$14,899iApproximate average salary by contribution assumption: employee only about $372,469 at 4% or $248,313 at 6%; with 50% employer match about $248,313 at 4% or $165,542 at 6%; with 100% employer match about $186,234 at 4% or $124,156 at 6%.
Waypoint Advisors LLC 401(K) Plan-8$633,657$119,190$14,899iApproximate average salary by contribution assumption: employee only about $372,469 at 4% or $248,313 at 6%; with 50% employer match about $248,313 at 4% or $165,542 at 6%; with 100% employer match about $186,234 at 4% or $124,156 at 6%.
2009110$469,876$92,347$9,235iApproximate average salary by contribution assumption: employee only about $230,868 at 4% or $153,912 at 6%; with 50% employer match about $153,912 at 4% or $102,608 at 6%; with 100% employer match about $115,434 at 4% or $76,956 at 6%.
Waypoint Advisors LLC 401(K) Plan-10$469,876$92,347$9,235iApproximate average salary by contribution assumption: employee only about $230,868 at 4% or $153,912 at 6%; with 50% employer match about $153,912 at 4% or $102,608 at 6%; with 100% employer match about $115,434 at 4% or $76,956 at 6%.
200818$267,357$83,517$10,440iApproximate average salary by contribution assumption: employee only about $260,991 at 4% or $173,994 at 6%; with 50% employer match about $173,994 at 4% or $115,996 at 6%; with 100% employer match about $130,495 at 4% or $86,997 at 6%.
Waypoint Advisors LLC 401(K) Plan-8$267,357$83,517$10,440iApproximate average salary by contribution assumption: employee only about $260,991 at 4% or $173,994 at 6%; with 50% employer match about $173,994 at 4% or $115,996 at 6%; with 100% employer match about $130,495 at 4% or $86,997 at 6%.
200718$0$0-
Waypoint Advisors LLC 401(K) Plan-8---
200618$303,772$61,596$7,700iApproximate average salary by contribution assumption: employee only about $192,488 at 4% or $128,325 at 6%; with 50% employer match about $128,325 at 4% or $85,550 at 6%; with 100% employer match about $96,244 at 4% or $64,163 at 6%.
Waypoint Advisors LLC 401(K) Plan-8$303,772$61,596$7,700iApproximate average salary by contribution assumption: employee only about $192,488 at 4% or $128,325 at 6%; with 50% employer match about $128,325 at 4% or $85,550 at 6%; with 100% employer match about $96,244 at 4% or $64,163 at 6%.
200518$228,126$74,783$9,348iApproximate average salary by contribution assumption: employee only about $233,697 at 4% or $155,798 at 6%; with 50% employer match about $155,798 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
Waypoint Advisors LLC 401(K) Plan-8$228,126$74,783$9,348iApproximate average salary by contribution assumption: employee only about $233,697 at 4% or $155,798 at 6%; with 50% employer match about $155,798 at 4% or $103,865 at 6%; with 100% employer match about $116,848 at 4% or $77,899 at 6%.
200417$142,016$57,306$8,187iApproximate average salary by contribution assumption: employee only about $204,664 at 4% or $136,443 at 6%; with 50% employer match about $136,443 at 4% or $90,962 at 6%; with 100% employer match about $102,332 at 4% or $68,221 at 6%.
Waypoint Advisors LLC 401(K) Plan-7$142,016$57,306$8,187iApproximate average salary by contribution assumption: employee only about $204,664 at 4% or $136,443 at 6%; with 50% employer match about $136,443 at 4% or $90,962 at 6%; with 100% employer match about $102,332 at 4% or $68,221 at 6%.
200317$78,405$43,808$6,258iApproximate average salary by contribution assumption: employee only about $156,457 at 4% or $104,305 at 6%; with 50% employer match about $104,305 at 4% or $69,537 at 6%; with 100% employer match about $78,229 at 4% or $52,152 at 6%.
Waypoint Advisors LLC 401(K) Plan-7$78,405$43,808$6,258iApproximate average salary by contribution assumption: employee only about $156,457 at 4% or $104,305 at 6%; with 50% employer match about $104,305 at 4% or $69,537 at 6%; with 100% employer match about $78,229 at 4% or $52,152 at 6%.
200216$34,729$42,551$7,092iApproximate average salary by contribution assumption: employee only about $177,296 at 4% or $118,197 at 6%; with 50% employer match about $118,197 at 4% or $78,798 at 6%; with 100% employer match about $88,648 at 4% or $59,099 at 6%.
Waypoint Advisors LLC 401(K) Plan-6$34,729$42,551$7,092iApproximate average salary by contribution assumption: employee only about $177,296 at 4% or $118,197 at 6%; with 50% employer match about $118,197 at 4% or $78,798 at 6%; with 100% employer match about $88,648 at 4% or $59,099 at 6%.