Civic Intelligence

Shorepoint Inc.

Plan context: Shorepoint Inc. 401(K) Plan

EIN 82-1689821 • Herndon, VA • 9 filings • 2 plans

12901 Worldgate Dr, Suite 650Herndon, VA 20170
Current Snapshot

Latest Year

2025

2025 Participants

168

2025 Assets

$6,159,451

2025 Contributions

$2,256,300

Historical Graphs

Total Assets Over Time

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

$6,159,451$3,079,726$0201820212024YearValue
$6,159,451Latest year 2024

Participants Over Time

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

176880201820222025YearValue
168Latest 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
20251168$0$0-
Shorepoint Inc. Employee Benefit Plan-168---
20242176$6,159,451$2,256,300$12,820iApproximate average salary by contribution assumption: employee only about $320,497 at 4% or $213,665 at 6%; with 50% employer match about $213,665 at 4% or $142,443 at 6%; with 100% employer match about $160,249 at 4% or $106,832 at 6%.
Shorepoint Inc. 401(K) Plan-176$6,159,451$2,256,300$12,820iApproximate average salary by contribution assumption: employee only about $320,497 at 4% or $213,665 at 6%; with 50% employer match about $213,665 at 4% or $142,443 at 6%; with 100% employer match about $160,249 at 4% or $106,832 at 6%.
Shorepoint Inc. Employee Benefit Plan-169---
20231123$3,774,227$1,247,976$10,146iApproximate average salary by contribution assumption: employee only about $253,654 at 4% or $169,102 at 6%; with 50% employer match about $169,102 at 4% or $112,735 at 6%; with 100% employer match about $126,827 at 4% or $84,551 at 6%.
Shorepoint Inc. 401(K) Plan-123$3,774,227$1,247,976$10,146iApproximate average salary by contribution assumption: employee only about $253,654 at 4% or $169,102 at 6%; with 50% employer match about $169,102 at 4% or $112,735 at 6%; with 100% employer match about $126,827 at 4% or $84,551 at 6%.
20221121$2,253,190$968,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
Shorepoint Inc. 401(K) Plan-121$2,253,190$968,000$8,000iApproximate average salary by contribution assumption: employee only about $200,000 at 4% or $133,333 at 6%; with 50% employer match about $133,333 at 4% or $88,889 at 6%; with 100% employer match about $100,000 at 4% or $66,667 at 6%.
2021182$2,098,258$856,432$10,444iApproximate average salary by contribution assumption: employee only about $261,107 at 4% or $174,072 at 6%; with 50% employer match about $174,072 at 4% or $116,048 at 6%; with 100% employer match about $130,554 at 4% or $87,036 at 6%.
Shorepoint Inc. 401(K) Plan-82$2,098,258$856,432$10,444iApproximate average salary by contribution assumption: employee only about $261,107 at 4% or $174,072 at 6%; with 50% employer match about $174,072 at 4% or $116,048 at 6%; with 100% employer match about $130,554 at 4% or $87,036 at 6%.
2020164$1,219,216$677,808$10,591iApproximate average salary by contribution assumption: employee only about $264,769 at 4% or $176,513 at 6%; with 50% employer match about $176,513 at 4% or $117,675 at 6%; with 100% employer match about $132,384 at 4% or $88,256 at 6%.
Shorepoint Inc. 401(K) Plan-64$1,219,216$677,808$10,591iApproximate average salary by contribution assumption: employee only about $264,769 at 4% or $176,513 at 6%; with 50% employer match about $176,513 at 4% or $117,675 at 6%; with 100% employer match about $132,384 at 4% or $88,256 at 6%.
2019143$415,904$291,158$6,771iApproximate average salary by contribution assumption: employee only about $169,278 at 4% or $112,852 at 6%; with 50% employer match about $112,852 at 4% or $75,235 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%.
Shorepoint Inc. 401(K) Plan-43$415,904$291,158$6,771iApproximate average salary by contribution assumption: employee only about $169,278 at 4% or $112,852 at 6%; with 50% employer match about $112,852 at 4% or $75,235 at 6%; with 100% employer match about $84,639 at 4% or $56,426 at 6%.
2018116$93,517$107,775$6,736iApproximate average salary by contribution assumption: employee only about $168,398 at 4% or $112,266 at 6%; with 50% employer match about $112,266 at 4% or $74,844 at 6%; with 100% employer match about $84,199 at 4% or $56,133 at 6%.
Shorepoint Inc. 401(K) Plan-16$93,517$107,775$6,736iApproximate average salary by contribution assumption: employee only about $168,398 at 4% or $112,266 at 6%; with 50% employer match about $112,266 at 4% or $74,844 at 6%; with 100% employer match about $84,199 at 4% or $56,133 at 6%.