Five Point Wealth Advisors
Plan context: Five Point Wealth Advisors 401(K) Profit Sharing Plan
EIN 84-4248375 • Scottsdale, AZ • 4 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
5
2025 Assets
$303,898
2025 Contributions
$90,456
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 | 5 | $303,898 | $90,456 | $18,091iApproximate average salary by contribution assumption: employee only about $452,280 at 4% or $301,520 at 6%; with 50% employer match about $301,520 at 4% or $201,013 at 6%; with 100% employer match about $226,140 at 4% or $150,760 at 6%. |
| Five Point Wealth Advisors 401(K) Profit Sharing Plan | - | 5 | $303,898 | $90,456 | $18,091iApproximate average salary by contribution assumption: employee only about $452,280 at 4% or $301,520 at 6%; with 50% employer match about $301,520 at 4% or $201,013 at 6%; with 100% employer match about $226,140 at 4% or $150,760 at 6%. |
| 2024 | 1 | 4 | $172,655 | $57,939 | $14,485iApproximate average salary by contribution assumption: employee only about $362,119 at 4% or $241,413 at 6%; with 50% employer match about $241,413 at 4% or $160,942 at 6%; with 100% employer match about $181,059 at 4% or $120,706 at 6%. |
| Five Point Wealth Advisors 401(K) Profit Sharing Plan | - | 4 | $172,655 | $57,939 | $14,485iApproximate average salary by contribution assumption: employee only about $362,119 at 4% or $241,413 at 6%; with 50% employer match about $241,413 at 4% or $160,942 at 6%; with 100% employer match about $181,059 at 4% or $120,706 at 6%. |
| 2023 | 1 | 5 | $88,662 | $48,092 | $9,618iApproximate average salary by contribution assumption: employee only about $240,460 at 4% or $160,307 at 6%; with 50% employer match about $160,307 at 4% or $106,871 at 6%; with 100% employer match about $120,230 at 4% or $80,153 at 6%. |
| Five Point Wealth Advisors 401(K) Profit Sharing Plan | - | 5 | $88,662 | $48,092 | $9,618iApproximate average salary by contribution assumption: employee only about $240,460 at 4% or $160,307 at 6%; with 50% employer match about $160,307 at 4% or $106,871 at 6%; with 100% employer match about $120,230 at 4% or $80,153 at 6%. |
| 2022 | 1 | 3 | $26,353 | $32,020 | $10,673iApproximate average salary by contribution assumption: employee only about $266,833 at 4% or $177,889 at 6%; with 50% employer match about $177,889 at 4% or $118,593 at 6%; with 100% employer match about $133,417 at 4% or $88,944 at 6%. |
| Five Point Wealth Advisors 401(K) Profit Sharing Plan | - | 3 | $26,353 | $32,020 | $10,673iApproximate average salary by contribution assumption: employee only about $266,833 at 4% or $177,889 at 6%; with 50% employer match about $177,889 at 4% or $118,593 at 6%; with 100% employer match about $133,417 at 4% or $88,944 at 6%. |