Civic Intelligence

POINTE ADVISORY, INC.

Plan context: POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN

EIN 81-4673008 • Reston, VA • 9 filings • 2 plans

11911 Freedom DriveSuite 200Reston, VA 20190
Current Snapshot

Latest Year

2025

2025 Participants

80

2025 Assets

$12,281,553

2025 Contributions

$1,815,929

Historical Graphs

Total Assets Over Time

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

$12,281,553$6,140,777$0201720212025YearValue
$12,281,553Latest year 2025

Participants Over Time

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

80400201720212025YearValue
80Latest year 2025

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
2025180$12,281,553$1,815,929$22,699iApproximate average salary by contribution assumption: employee only about $567,478 at 4% or $378,319 at 6%; with 50% employer match about $378,319 at 4% or $252,212 at 6%; with 100% employer match about $283,739 at 4% or $189,159 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-80$12,281,553$1,815,929$22,699iApproximate average salary by contribution assumption: employee only about $567,478 at 4% or $378,319 at 6%; with 50% employer match about $378,319 at 4% or $252,212 at 6%; with 100% employer match about $283,739 at 4% or $189,159 at 6%.
2024168$9,453,302$1,356,656$19,951iApproximate average salary by contribution assumption: employee only about $498,771 at 4% or $332,514 at 6%; with 50% employer match about $332,514 at 4% or $221,676 at 6%; with 100% employer match about $249,385 at 4% or $166,257 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-68$9,453,302$1,356,656$19,951iApproximate average salary by contribution assumption: employee only about $498,771 at 4% or $332,514 at 6%; with 50% employer match about $332,514 at 4% or $221,676 at 6%; with 100% employer match about $249,385 at 4% or $166,257 at 6%.
2023161$10,739,905$839,122$13,756iApproximate average salary by contribution assumption: employee only about $343,902 at 4% or $229,268 at 6%; with 50% employer match about $229,268 at 4% or $152,846 at 6%; with 100% employer match about $171,951 at 4% or $114,634 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-61$10,739,905$839,122$13,756iApproximate average salary by contribution assumption: employee only about $343,902 at 4% or $229,268 at 6%; with 50% employer match about $229,268 at 4% or $152,846 at 6%; with 100% employer match about $171,951 at 4% or $114,634 at 6%.
2022149$8,443,842$916,172$18,697iApproximate average salary by contribution assumption: employee only about $467,435 at 4% or $311,623 at 6%; with 50% employer match about $311,623 at 4% or $207,749 at 6%; with 100% employer match about $233,717 at 4% or $155,812 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-49$8,443,842$916,172$18,697iApproximate average salary by contribution assumption: employee only about $467,435 at 4% or $311,623 at 6%; with 50% employer match about $311,623 at 4% or $207,749 at 6%; with 100% employer match about $233,717 at 4% or $155,812 at 6%.
2021136$9,851,709$749,313$20,814iApproximate average salary by contribution assumption: employee only about $520,356 at 4% or $346,904 at 6%; with 50% employer match about $346,904 at 4% or $231,269 at 6%; with 100% employer match about $260,178 at 4% or $173,452 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-36$9,851,709$749,313$20,814iApproximate average salary by contribution assumption: employee only about $520,356 at 4% or $346,904 at 6%; with 50% employer match about $346,904 at 4% or $231,269 at 6%; with 100% employer match about $260,178 at 4% or $173,452 at 6%.
2020127$7,897,564$705,663$26,136iApproximate average salary by contribution assumption: employee only about $653,392 at 4% or $435,594 at 6%; with 50% employer match about $435,594 at 4% or $290,396 at 6%; with 100% employer match about $326,696 at 4% or $217,797 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-27$7,897,564$705,663$26,136iApproximate average salary by contribution assumption: employee only about $653,392 at 4% or $435,594 at 6%; with 50% employer match about $435,594 at 4% or $290,396 at 6%; with 100% employer match about $326,696 at 4% or $217,797 at 6%.
2019128$6,674,229$574,500$20,518iApproximate average salary by contribution assumption: employee only about $512,946 at 4% or $341,964 at 6%; with 50% employer match about $341,964 at 4% or $227,976 at 6%; with 100% employer match about $256,473 at 4% or $170,982 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-28$6,674,229$574,500$20,518iApproximate average salary by contribution assumption: employee only about $512,946 at 4% or $341,964 at 6%; with 50% employer match about $341,964 at 4% or $227,976 at 6%; with 100% employer match about $256,473 at 4% or $170,982 at 6%.
2018129$5,056,451$576,344$19,874iApproximate average salary by contribution assumption: employee only about $496,848 at 4% or $331,232 at 6%; with 50% employer match about $331,232 at 4% or $220,821 at 6%; with 100% employer match about $248,424 at 4% or $165,616 at 6%.
POINTE ADVISORY, INC. 401(K) RETIREMENT PLAN-29$5,056,451$576,344$19,874iApproximate average salary by contribution assumption: employee only about $496,848 at 4% or $331,232 at 6%; with 50% employer match about $331,232 at 4% or $220,821 at 6%; with 100% employer match about $248,424 at 4% or $165,616 at 6%.
2017127$5,114,626$487,397$18,052iApproximate average salary by contribution assumption: employee only about $451,294 at 4% or $300,862 at 6%; with 50% employer match about $300,862 at 4% or $200,575 at 6%; with 100% employer match about $225,647 at 4% or $150,431 at 6%.
PG COMPANIES, INC. 401(K) RETIREMENT PLAN-27$5,114,626$487,397$18,052iApproximate average salary by contribution assumption: employee only about $451,294 at 4% or $300,862 at 6%; with 50% employer match about $300,862 at 4% or $200,575 at 6%; with 100% employer match about $225,647 at 4% or $150,431 at 6%.