Civic Intelligence

Sourcepointe LLC

Plan context: Sourcepointe Retirement Plan

EIN 73-1664238 • Bradenton, FL • 16 filings • 2 plans

101 Riverfront Blvd Ste 300Bradenton, FL 34205-8898
Current Snapshot

Latest Year

2022

2022 Participants

3,852

2022 Assets

$60,951,055

2022 Contributions

$1,815

Historical Graphs

Total Assets Over Time

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

$60,951,055$30,475,528$0201520182021YearValue
$60,951,055Latest year 2021

Participants Over Time

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

5,0902,5450201520192022YearValue
3,852Latest 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
202223,852$0$1,815$0iApproximate average salary by contribution assumption: employee only about $12 at 4% or $8 at 6%; with 50% employer match about $8 at 4% or $5 at 6%; with 100% employer match about $6 at 4% or $4 at 6%.
Sourcepointe Retirement Plan-0-$1,815-
Sourcepointe Employee Benefit Plan-3,852---
202125,090$60,951,055$7,207,807$1,416iApproximate average salary by contribution assumption: employee only about $35,402 at 4% or $23,601 at 6%; with 50% employer match about $23,601 at 4% or $15,734 at 6%; with 100% employer match about $17,701 at 4% or $11,801 at 6%.
Sourcepointe Retirement Plan-2,163$60,951,055$7,207,807$3,332iApproximate average salary by contribution assumption: employee only about $83,308 at 4% or $55,539 at 6%; with 50% employer match about $55,539 at 4% or $37,026 at 6%; with 100% employer match about $41,654 at 4% or $27,769 at 6%.
Sourcepointe Employee Benefit Plan-5,090---
202021,968$51,532,279$6,340,740$3,222iApproximate average salary by contribution assumption: employee only about $80,548 at 4% or $53,699 at 6%; with 50% employer match about $53,699 at 4% or $35,799 at 6%; with 100% employer match about $40,274 at 4% or $26,849 at 6%.
Sourcepointe Retirement Plan-1,968$51,532,279$6,340,740$3,222iApproximate average salary by contribution assumption: employee only about $80,548 at 4% or $53,699 at 6%; with 50% employer match about $53,699 at 4% or $35,799 at 6%; with 100% employer match about $40,274 at 4% or $26,849 at 6%.
Sourcepointe Employee Benefit Plan-0---
201923,931$42,949,201$5,850,872$1,488iApproximate average salary by contribution assumption: employee only about $37,210 at 4% or $24,807 at 6%; with 50% employer match about $24,807 at 4% or $16,538 at 6%; with 100% employer match about $18,605 at 4% or $12,403 at 6%.
Sourcepointe Retirement Plan-2,079$42,949,201$5,850,872$2,814iApproximate average salary by contribution assumption: employee only about $70,357 at 4% or $46,905 at 6%; with 50% employer match about $46,905 at 4% or $31,270 at 6%; with 100% employer match about $35,178 at 4% or $23,452 at 6%.
Sourcepointe Employee Benefit Plan-3,931---
201823,319$32,166,782$5,698,985$1,717iApproximate average salary by contribution assumption: employee only about $42,927 at 4% or $28,618 at 6%; with 50% employer match about $28,618 at 4% or $19,079 at 6%; with 100% employer match about $21,463 at 4% or $14,309 at 6%.
Sourcepointe Retirement Plan-1,626$32,166,782$5,698,985$3,505iApproximate average salary by contribution assumption: employee only about $87,623 at 4% or $58,415 at 6%; with 50% employer match about $58,415 at 4% or $38,943 at 6%; with 100% employer match about $43,811 at 4% or $29,208 at 6%.
Sourcepointe Employee Benefit Plan-3,319---
201722,479$30,247,221$4,421,907$1,784iApproximate average salary by contribution assumption: employee only about $44,594 at 4% or $29,729 at 6%; with 50% employer match about $29,729 at 4% or $19,819 at 6%; with 100% employer match about $22,297 at 4% or $14,865 at 6%.
Sourcepointe Retirement Plan-1,217$30,247,221$4,421,907$3,633iApproximate average salary by contribution assumption: employee only about $90,836 at 4% or $60,557 at 6%; with 50% employer match about $60,557 at 4% or $40,372 at 6%; with 100% employer match about $45,418 at 4% or $30,279 at 6%.
Sourcepointe Employee Benefit Plan-2,479---
201621,883$18,614,014$2,714,600$1,442iApproximate average salary by contribution assumption: employee only about $36,041 at 4% or $24,027 at 6%; with 50% employer match about $24,027 at 4% or $16,018 at 6%; with 100% employer match about $18,020 at 4% or $12,014 at 6%.
Sourcepointe Retirement Plan-1,034$18,614,014$2,714,600$2,625iApproximate average salary by contribution assumption: employee only about $65,633 at 4% or $43,756 at 6%; with 50% employer match about $43,756 at 4% or $29,170 at 6%; with 100% employer match about $32,817 at 4% or $21,878 at 6%.
Sourcepointe Employee Benefit Plan-1,883---
201521,286$10,400,731$1,715,662$1,334iApproximate average salary by contribution assumption: employee only about $33,353 at 4% or $22,235 at 6%; with 50% employer match about $22,235 at 4% or $14,823 at 6%; with 100% employer match about $16,676 at 4% or $11,118 at 6%.
Sourcepointe Retirement Plan-580$10,400,731$1,715,662$2,958iApproximate average salary by contribution assumption: employee only about $73,951 at 4% or $49,301 at 6%; with 50% employer match about $49,301 at 4% or $32,867 at 6%; with 100% employer match about $36,975 at 4% or $24,650 at 6%.
Sourcepointe Employee Benefit Plan-1,286---