Civic Intelligence

Waypoint Capital Services Inc.

Plan context: Waypoint Capital Services Inc. 401(K) Profit Sharing Plan

EIN 80-0855313 • Cambridge, MA • 11 filings • 2 plans

55 Cambridge Parkway - Suite 401Cambridge, MA 02142
Current Snapshot

Latest Year

2024

2024 Participants

43

2024 Assets

$5,600,007

2024 Contributions

$821,318

Historical Graphs

Total Assets Over Time

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

$6,148,734$3,074,367$0201420192024YearValue
$5,600,007Latest year 2024

Participants Over Time

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

50250201420192024YearValue
43Latest 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
2024143$5,600,007$821,318$19,100iApproximate average salary by contribution assumption: employee only about $477,510 at 4% or $318,340 at 6%; with 50% employer match about $318,340 at 4% or $212,227 at 6%; with 100% employer match about $238,755 at 4% or $159,170 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-43$5,600,007$821,318$19,100iApproximate average salary by contribution assumption: employee only about $477,510 at 4% or $318,340 at 6%; with 50% employer match about $318,340 at 4% or $212,227 at 6%; with 100% employer match about $238,755 at 4% or $159,170 at 6%.
2023150$6,148,734$1,054,099$21,082iApproximate average salary by contribution assumption: employee only about $527,050 at 4% or $351,366 at 6%; with 50% employer match about $351,366 at 4% or $234,244 at 6%; with 100% employer match about $263,525 at 4% or $175,683 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-50$6,148,734$1,054,099$21,082iApproximate average salary by contribution assumption: employee only about $527,050 at 4% or $351,366 at 6%; with 50% employer match about $351,366 at 4% or $234,244 at 6%; with 100% employer match about $263,525 at 4% or $175,683 at 6%.
2022140$4,314,387$994,966$24,874iApproximate average salary by contribution assumption: employee only about $621,854 at 4% or $414,569 at 6%; with 50% employer match about $414,569 at 4% or $276,379 at 6%; with 100% employer match about $310,927 at 4% or $207,285 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-40$4,314,387$994,966$24,874iApproximate average salary by contribution assumption: employee only about $621,854 at 4% or $414,569 at 6%; with 50% employer match about $414,569 at 4% or $276,379 at 6%; with 100% employer match about $310,927 at 4% or $207,285 at 6%.
2021129$4,499,285$544,823$18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-29$4,499,285$544,823$18,787iApproximate average salary by contribution assumption: employee only about $469,675 at 4% or $313,117 at 6%; with 50% employer match about $313,117 at 4% or $208,744 at 6%; with 100% employer match about $234,838 at 4% or $156,558 at 6%.
2020126$3,435,954$550,671$21,180iApproximate average salary by contribution assumption: employee only about $529,491 at 4% or $352,994 at 6%; with 50% employer match about $352,994 at 4% or $235,329 at 6%; with 100% employer match about $264,746 at 4% or $176,497 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-26$3,435,954$550,671$21,180iApproximate average salary by contribution assumption: employee only about $529,491 at 4% or $352,994 at 6%; with 50% employer match about $352,994 at 4% or $235,329 at 6%; with 100% employer match about $264,746 at 4% or $176,497 at 6%.
2019125$2,590,630$447,621$17,905iApproximate average salary by contribution assumption: employee only about $447,621 at 4% or $298,414 at 6%; with 50% employer match about $298,414 at 4% or $198,943 at 6%; with 100% employer match about $223,811 at 4% or $149,207 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-25$2,590,630$447,621$17,905iApproximate average salary by contribution assumption: employee only about $447,621 at 4% or $298,414 at 6%; with 50% employer match about $298,414 at 4% or $198,943 at 6%; with 100% employer match about $223,811 at 4% or $149,207 at 6%.
2018125$1,787,230$426,944$17,078iApproximate average salary by contribution assumption: employee only about $426,944 at 4% or $284,629 at 6%; with 50% employer match about $284,629 at 4% or $189,753 at 6%; with 100% employer match about $213,472 at 4% or $142,315 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-25$1,787,230$426,944$17,078iApproximate average salary by contribution assumption: employee only about $426,944 at 4% or $284,629 at 6%; with 50% employer match about $284,629 at 4% or $189,753 at 6%; with 100% employer match about $213,472 at 4% or $142,315 at 6%.
2017124$1,572,928$372,057$15,502iApproximate average salary by contribution assumption: employee only about $387,559 at 4% or $258,373 at 6%; with 50% employer match about $258,373 at 4% or $172,249 at 6%; with 100% employer match about $193,780 at 4% or $129,186 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-24$1,572,928$372,057$15,502iApproximate average salary by contribution assumption: employee only about $387,559 at 4% or $258,373 at 6%; with 50% employer match about $258,373 at 4% or $172,249 at 6%; with 100% employer match about $193,780 at 4% or $129,186 at 6%.
2016128$1,201,472$739,538$26,412iApproximate average salary by contribution assumption: employee only about $660,302 at 4% or $440,201 at 6%; with 50% employer match about $440,201 at 4% or $293,467 at 6%; with 100% employer match about $330,151 at 4% or $220,101 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-28$1,201,472$739,538$26,412iApproximate average salary by contribution assumption: employee only about $660,302 at 4% or $440,201 at 6%; with 50% employer match about $440,201 at 4% or $293,467 at 6%; with 100% employer match about $330,151 at 4% or $220,101 at 6%.
2015122$331,046$279,850$12,720iApproximate average salary by contribution assumption: employee only about $318,011 at 4% or $212,008 at 6%; with 50% employer match about $212,008 at 4% or $141,338 at 6%; with 100% employer match about $159,006 at 4% or $106,004 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-22$331,046$279,850$12,720iApproximate average salary by contribution assumption: employee only about $318,011 at 4% or $212,008 at 6%; with 50% employer match about $212,008 at 4% or $141,338 at 6%; with 100% employer match about $159,006 at 4% or $106,004 at 6%.
201416$65,674$64,746$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.
Waypoint Capital Services Inc. 401(K) Profit Sharing Plan-6$65,674$64,746$10,791iApproximate average salary by contribution assumption: employee only about $269,775 at 4% or $179,850 at 6%; with 50% employer match about $179,850 at 4% or $119,900 at 6%; with 100% employer match about $134,888 at 4% or $89,925 at 6%.