Civic Intelligence

Clientpoint Inc

Plan context: Clientpoint 401(K) Plan

EIN 82-3117399 • Carlsbad, CA • 8 filings • 1 plans

6790 Embarcadero LaneSuite 100Carlsbad, CA 92011
Current Snapshot

Latest Year

2025

2025 Participants

14

2025 Assets

$1,258,447

2025 Contributions

$93,251

Historical Graphs

Total Assets Over Time

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

$1,258,447$629,224$0201820222025YearValue
$1,258,447Latest year 2025

Participants Over Time

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

19100201820222025YearValue
14Latest 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
2025114$1,258,447$93,251$6,661iApproximate average salary by contribution assumption: employee only about $166,520 at 4% or $111,013 at 6%; with 50% employer match about $111,013 at 4% or $74,009 at 6%; with 100% employer match about $83,260 at 4% or $55,507 at 6%.
Clientpoint 401(K) Plan-14$1,258,447$93,251$6,661iApproximate average salary by contribution assumption: employee only about $166,520 at 4% or $111,013 at 6%; with 50% employer match about $111,013 at 4% or $74,009 at 6%; with 100% employer match about $83,260 at 4% or $55,507 at 6%.
2024117$1,175,398$82,731$4,867iApproximate average salary by contribution assumption: employee only about $121,663 at 4% or $81,109 at 6%; with 50% employer match about $81,109 at 4% or $54,073 at 6%; with 100% employer match about $60,832 at 4% or $40,554 at 6%.
Clientpoint 401(K) Plan-17$1,175,398$82,731$4,867iApproximate average salary by contribution assumption: employee only about $121,663 at 4% or $81,109 at 6%; with 50% employer match about $81,109 at 4% or $54,073 at 6%; with 100% employer match about $60,832 at 4% or $40,554 at 6%.
2023117$966,881$642,141$37,773iApproximate average salary by contribution assumption: employee only about $944,325 at 4% or $629,550 at 6%; with 50% employer match about $629,550 at 4% or $419,700 at 6%; with 100% employer match about $472,163 at 4% or $314,775 at 6%.
Clientpoint 401(K) Plan-17$966,881$642,141$37,773iApproximate average salary by contribution assumption: employee only about $944,325 at 4% or $629,550 at 6%; with 50% employer match about $629,550 at 4% or $419,700 at 6%; with 100% employer match about $472,163 at 4% or $314,775 at 6%.
2022119$297,558$83,758$4,408iApproximate average salary by contribution assumption: employee only about $110,208 at 4% or $73,472 at 6%; with 50% employer match about $73,472 at 4% or $48,981 at 6%; with 100% employer match about $55,104 at 4% or $36,736 at 6%.
Clientpoint 401(K) Plan-19$297,558$83,758$4,408iApproximate average salary by contribution assumption: employee only about $110,208 at 4% or $73,472 at 6%; with 50% employer match about $73,472 at 4% or $48,981 at 6%; with 100% employer match about $55,104 at 4% or $36,736 at 6%.
2021118$270,048$127,999$7,111iApproximate average salary by contribution assumption: employee only about $177,776 at 4% or $118,518 at 6%; with 50% employer match about $118,518 at 4% or $79,012 at 6%; with 100% employer match about $88,888 at 4% or $59,259 at 6%.
Clientpoint 401(K) Plan-18$270,048$127,999$7,111iApproximate average salary by contribution assumption: employee only about $177,776 at 4% or $118,518 at 6%; with 50% employer match about $118,518 at 4% or $79,012 at 6%; with 100% employer match about $88,888 at 4% or $59,259 at 6%.
2020114$149,187$63,689$4,549iApproximate average salary by contribution assumption: employee only about $113,730 at 4% or $75,820 at 6%; with 50% employer match about $75,820 at 4% or $50,547 at 6%; with 100% employer match about $56,865 at 4% or $37,910 at 6%.
Clientpoint 401(K) Plan-14$149,187$63,689$4,549iApproximate average salary by contribution assumption: employee only about $113,730 at 4% or $75,820 at 6%; with 50% employer match about $75,820 at 4% or $50,547 at 6%; with 100% employer match about $56,865 at 4% or $37,910 at 6%.
2019113$78,156$54,850$4,219iApproximate average salary by contribution assumption: employee only about $105,481 at 4% or $70,321 at 6%; with 50% employer match about $70,321 at 4% or $46,880 at 6%; with 100% employer match about $52,740 at 4% or $35,160 at 6%.
Clientpoint 401(K) Plan-13$78,156$54,850$4,219iApproximate average salary by contribution assumption: employee only about $105,481 at 4% or $70,321 at 6%; with 50% employer match about $70,321 at 4% or $46,880 at 6%; with 100% employer match about $52,740 at 4% or $35,160 at 6%.
201818$15,581$16,785$2,098iApproximate average salary by contribution assumption: employee only about $52,453 at 4% or $34,969 at 6%; with 50% employer match about $34,969 at 4% or $23,313 at 6%; with 100% employer match about $26,227 at 4% or $17,484 at 6%.
Clientpoint 401(K) Plan-8$15,581$16,785$2,098iApproximate average salary by contribution assumption: employee only about $52,453 at 4% or $34,969 at 6%; with 50% employer match about $34,969 at 4% or $23,313 at 6%; with 100% employer match about $26,227 at 4% or $17,484 at 6%.