Civic Intelligence

La Pointe Wealth Management Inc.

Plan context: La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan

EIN 80-0130583 • Temecula, CA • 24 filings • 2 plans

43980 Margarita Rd, Ste 201Temecula, CA 92592
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$12,101,942

2024 Contributions

$5,591,759

Historical Graphs

Total Assets Over Time

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

$12,101,942$6,050,971$0201320192024YearValue
$12,101,942Latest year 2024

Participants Over Time

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

950201320192024YearValue
8Latest year 2024

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
202428$12,101,942$5,591,759$698,970iApproximate average salary by contribution assumption: employee only about $17,474,247 at 4% or $11,649,498 at 6%; with 50% employer match about $11,649,498 at 4% or $7,766,332 at 6%; with 100% employer match about $8,737,123 at 4% or $5,824,749 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-8$12,101,942$5,591,759$698,970iApproximate average salary by contribution assumption: employee only about $17,474,247 at 4% or $11,649,498 at 6%; with 50% employer match about $11,649,498 at 4% or $7,766,332 at 6%; with 100% employer match about $8,737,123 at 4% or $5,824,749 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-0$0$0-
202329$10,565,821$267,133$29,681iApproximate average salary by contribution assumption: employee only about $742,036 at 4% or $494,691 at 6%; with 50% employer match about $494,691 at 4% or $329,794 at 6%; with 100% employer match about $371,018 at 4% or $247,345 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-9$5,572,522$267,133$29,681iApproximate average salary by contribution assumption: employee only about $742,036 at 4% or $494,691 at 6%; with 50% employer match about $494,691 at 4% or $329,794 at 6%; with 100% employer match about $371,018 at 4% or $247,345 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-7$4,993,299$0-
202227$9,001,083$258,543$36,935iApproximate average salary by contribution assumption: employee only about $923,368 at 4% or $615,579 at 6%; with 50% employer match about $615,579 at 4% or $410,386 at 6%; with 100% employer match about $461,684 at 4% or $307,789 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-7$4,552,549$0-
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-7$4,448,534$258,543$36,935iApproximate average salary by contribution assumption: employee only about $923,368 at 4% or $615,579 at 6%; with 50% employer match about $615,579 at 4% or $410,386 at 6%; with 100% employer match about $461,684 at 4% or $307,789 at 6%.
202126$10,135,965$233,037$38,840iApproximate average salary by contribution assumption: employee only about $970,988 at 4% or $647,325 at 6%; with 50% employer match about $647,325 at 4% or $431,550 at 6%; with 100% employer match about $485,494 at 4% or $323,663 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-5$5,232,813$0-
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-6$4,903,152$233,037$38,840iApproximate average salary by contribution assumption: employee only about $970,988 at 4% or $647,325 at 6%; with 50% employer match about $647,325 at 4% or $431,550 at 6%; with 100% employer match about $485,494 at 4% or $323,663 at 6%.
202027$9,108,879$611,530$87,361iApproximate average salary by contribution assumption: employee only about $2,184,036 at 4% or $1,456,024 at 6%; with 50% employer match about $1,456,024 at 4% or $970,683 at 6%; with 100% employer match about $1,092,018 at 4% or $728,012 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-5$4,927,543$404,550$80,910iApproximate average salary by contribution assumption: employee only about $2,022,750 at 4% or $1,348,500 at 6%; with 50% employer match about $1,348,500 at 4% or $899,000 at 6%; with 100% employer match about $1,011,375 at 4% or $674,250 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-7$4,181,336$206,980$29,569iApproximate average salary by contribution assumption: employee only about $739,214 at 4% or $492,810 at 6%; with 50% employer match about $492,810 at 4% or $328,540 at 6%; with 100% employer match about $369,607 at 4% or $246,405 at 6%.
201927$7,657,264$694,160$99,166iApproximate average salary by contribution assumption: employee only about $2,479,143 at 4% or $1,652,762 at 6%; with 50% employer match about $1,652,762 at 4% or $1,101,841 at 6%; with 100% employer match about $1,239,571 at 4% or $826,381 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-5$4,160,924$493,665$98,733iApproximate average salary by contribution assumption: employee only about $2,468,325 at 4% or $1,645,550 at 6%; with 50% employer match about $1,645,550 at 4% or $1,097,033 at 6%; with 100% employer match about $1,234,163 at 4% or $822,775 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-7$3,496,340$200,495$28,642iApproximate average salary by contribution assumption: employee only about $716,054 at 4% or $477,369 at 6%; with 50% employer match about $477,369 at 4% or $318,246 at 6%; with 100% employer match about $358,027 at 4% or $238,685 at 6%.
201827$5,961,420$1,092,187$156,027iApproximate average salary by contribution assumption: employee only about $3,900,668 at 4% or $2,600,445 at 6%; with 50% employer match about $2,600,445 at 4% or $1,733,630 at 6%; with 100% employer match about $1,950,334 at 4% or $1,300,223 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-5$3,308,826$829,921$165,984iApproximate average salary by contribution assumption: employee only about $4,149,605 at 4% or $2,766,403 at 6%; with 50% employer match about $2,766,403 at 4% or $1,844,269 at 6%; with 100% employer match about $2,074,803 at 4% or $1,383,202 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-7$2,652,594$262,266$37,467iApproximate average salary by contribution assumption: employee only about $936,664 at 4% or $624,443 at 6%; with 50% employer match about $624,443 at 4% or $416,295 at 6%; with 100% employer match about $468,332 at 4% or $312,221 at 6%.
201729$5,407,743$815,229$90,581iApproximate average salary by contribution assumption: employee only about $2,264,525 at 4% or $1,509,683 at 6%; with 50% employer match about $1,509,683 at 4% or $1,006,456 at 6%; with 100% employer match about $1,132,263 at 4% or $754,842 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-9$2,824,272$241,641$26,849iApproximate average salary by contribution assumption: employee only about $671,225 at 4% or $447,483 at 6%; with 50% employer match about $447,483 at 4% or $298,322 at 6%; with 100% employer match about $335,613 at 4% or $223,742 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-8$2,583,471$573,588$71,699iApproximate average salary by contribution assumption: employee only about $1,792,463 at 4% or $1,194,975 at 6%; with 50% employer match about $1,194,975 at 4% or $796,650 at 6%; with 100% employer match about $896,231 at 4% or $597,488 at 6%.
201627$4,071,836$910,290$130,041iApproximate average salary by contribution assumption: employee only about $3,251,036 at 4% or $2,167,357 at 6%; with 50% employer match about $2,167,357 at 4% or $1,444,905 at 6%; with 100% employer match about $1,625,518 at 4% or $1,083,679 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-7$2,203,008$386,101$55,157iApproximate average salary by contribution assumption: employee only about $1,378,932 at 4% or $919,288 at 6%; with 50% employer match about $919,288 at 4% or $612,859 at 6%; with 100% employer match about $689,466 at 4% or $459,644 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-7$1,868,828$524,189$74,884iApproximate average salary by contribution assumption: employee only about $1,872,104 at 4% or $1,248,069 at 6%; with 50% employer match about $1,248,069 at 4% or $832,046 at 6%; with 100% employer match about $936,052 at 4% or $624,035 at 6%.
201527$2,894,012$714,924$102,132iApproximate average salary by contribution assumption: employee only about $2,553,300 at 4% or $1,702,200 at 6%; with 50% employer match about $1,702,200 at 4% or $1,134,800 at 6%; with 100% employer match about $1,276,650 at 4% or $851,100 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-7$1,638,856$188,662$26,952iApproximate average salary by contribution assumption: employee only about $673,793 at 4% or $449,195 at 6%; with 50% employer match about $449,195 at 4% or $299,463 at 6%; with 100% employer match about $336,896 at 4% or $224,598 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-7$1,255,156$526,262$75,180iApproximate average salary by contribution assumption: employee only about $1,879,507 at 4% or $1,253,005 at 6%; with 50% employer match about $1,253,005 at 4% or $835,337 at 6%; with 100% employer match about $939,754 at 4% or $626,502 at 6%.
201426$2,215,832$657,307$109,551iApproximate average salary by contribution assumption: employee only about $2,738,779 at 4% or $1,825,853 at 6%; with 50% employer match about $1,825,853 at 4% or $1,217,235 at 6%; with 100% employer match about $1,369,390 at 4% or $912,926 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-6$1,480,372$155,807$25,968iApproximate average salary by contribution assumption: employee only about $649,196 at 4% or $432,797 at 6%; with 50% employer match about $432,797 at 4% or $288,531 at 6%; with 100% employer match about $324,598 at 4% or $216,399 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-6$735,460$501,500$83,583iApproximate average salary by contribution assumption: employee only about $2,089,583 at 4% or $1,393,056 at 6%; with 50% employer match about $1,393,056 at 4% or $928,704 at 6%; with 100% employer match about $1,044,792 at 4% or $696,528 at 6%.
201326$1,485,540$375,237$62,540iApproximate average salary by contribution assumption: employee only about $1,563,488 at 4% or $1,042,325 at 6%; with 50% employer match about $1,042,325 at 4% or $694,883 at 6%; with 100% employer match about $781,744 at 4% or $521,163 at 6%.
La Pointe Wealth Management Inc. 401(K) Profit Sharing Plan-6$1,258,640$149,781$24,964iApproximate average salary by contribution assumption: employee only about $624,088 at 4% or $416,058 at 6%; with 50% employer match about $416,058 at 4% or $277,372 at 6%; with 100% employer match about $312,044 at 4% or $208,029 at 6%.
La Pointe Wealth Management Inc. Defined Benefit Pension Plan-6$226,900$225,456$37,576iApproximate average salary by contribution assumption: employee only about $939,400 at 4% or $626,267 at 6%; with 50% employer match about $626,267 at 4% or $417,511 at 6%; with 100% employer match about $469,700 at 4% or $313,133 at 6%.