Focalpoint Wealth Management LLC
Plan context: Fpwm 401(K) Plan
EIN 81-1865675 • Naples, FL • 1 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
2
2025 Assets
$426,183
2025 Contributions
$393,191
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 2 | $426,183 | $393,191 | $196,596iApproximate average salary by contribution assumption: employee only about $4,914,888 at 4% or $3,276,592 at 6%; with 50% employer match about $3,276,592 at 4% or $2,184,394 at 6%; with 100% employer match about $2,457,444 at 4% or $1,638,296 at 6%. |
| Fpwm 401(K) Plan | - | 2 | $426,183 | $393,191 | $196,596iApproximate average salary by contribution assumption: employee only about $4,914,888 at 4% or $3,276,592 at 6%; with 50% employer match about $3,276,592 at 4% or $2,184,394 at 6%; with 100% employer match about $2,457,444 at 4% or $1,638,296 at 6%. |