Civic Intelligence

Waypoint Financial Advisors

Plan context: Waypoint Financial Advisors 401K Profit Sharing Plan and Trust

EIN 77-0561178 • 5 filings • 1 plans

Current Snapshot

Latest Year

2008

2008 Participants

5

2008 Assets

$204,162

2008 Contributions

$49,795

Historical Graphs

Total Assets Over Time

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

$231,261$115,631$0200320052006YearValue
$204,162Latest year 2006

Participants Over Time

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

53020032005YearValue
5Latest year 2005

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
200810$0$0-
Waypoint Financial Advisors 401K Profit Sharing Plan and Trust-0---
200710$0$0-
Waypoint Financial Advisors 401K Profit Sharing Plan and Trust-0---
200610$204,162$0-
Waypoint Financial Advisors 401K Profit Sharing Plan and Trust-0$204,162--
200515$231,261$49,795$9,959iApproximate average salary by contribution assumption: employee only about $248,975 at 4% or $165,983 at 6%; with 50% employer match about $165,983 at 4% or $110,656 at 6%; with 100% employer match about $124,488 at 4% or $82,992 at 6%.
Waypoint Financial Advisors 401K Profit Sharing Plan and Trust-5$231,261$49,795$9,959iApproximate average salary by contribution assumption: employee only about $248,975 at 4% or $165,983 at 6%; with 50% employer match about $165,983 at 4% or $110,656 at 6%; with 100% employer match about $124,488 at 4% or $82,992 at 6%.
200315$77,093$75,524$15,105iApproximate average salary by contribution assumption: employee only about $377,620 at 4% or $251,747 at 6%; with 50% employer match about $251,747 at 4% or $167,831 at 6%; with 100% employer match about $188,810 at 4% or $125,873 at 6%.
Waypoint Financial Advisors 401K Profit Sharing Plan and Trust-5$77,093$75,524$15,105iApproximate average salary by contribution assumption: employee only about $377,620 at 4% or $251,747 at 6%; with 50% employer match about $251,747 at 4% or $167,831 at 6%; with 100% employer match about $188,810 at 4% or $125,873 at 6%.