Point Financial, Inc
Plan context: Point Financial Inc 401(K) Plan and Trust
EIN 86-0804111 • Phoenix, AZ • 18 filings • 3 plans
Current Snapshot
Latest Year
2018
2018 Participants
2
2018 Assets
$502,754
2018 Contributions
$50,696
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $50,696 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 0 | $0 | $50,696 | - |
| 2017 | 1 | 2 | $502,754 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $502,754 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2016 | 1 | 2 | $461,697 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $461,697 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2015 | 1 | 2 | $430,623 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $430,623 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2014 | 1 | 2 | $404,346 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $404,346 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2013 | 1 | 2 | $378,156 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $378,156 | $26,200 | $13,100iApproximate average salary by contribution assumption: employee only about $327,500 at 4% or $218,333 at 6%; with 50% employer match about $218,333 at 4% or $145,556 at 6%; with 100% employer match about $163,750 at 4% or $109,167 at 6%. |
| 2012 | 1 | 2 | $351,796 | $25,700 | $12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $351,796 | $25,700 | $12,850iApproximate average salary by contribution assumption: employee only about $321,250 at 4% or $214,167 at 6%; with 50% employer match about $214,167 at 4% or $142,778 at 6%; with 100% employer match about $160,625 at 4% or $107,083 at 6%. |
| 2011 | 1 | 2 | $325,576 | $25,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $325,576 | $25,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| 2010 | 1 | 2 | $299,715 | $25,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $299,715 | $25,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| 2009 | 2 | 2 | $273,553 | $25,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $273,553 | $25,200 | $12,600iApproximate average salary by contribution assumption: employee only about $315,000 at 4% or $210,000 at 6%; with 50% employer match about $210,000 at 4% or $140,000 at 6%; with 100% employer match about $157,500 at 4% or $105,000 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | - | - | - | - |
| 2007 | 1 | 2 | $0 | $0 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | - | - | - |
| 2006 | 1 | 2 | $0 | $0 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | - | - | - |
| 2005 | 1 | 2 | $204,598 | $27,150 | $13,575iApproximate average salary by contribution assumption: employee only about $339,375 at 4% or $226,250 at 6%; with 50% employer match about $226,250 at 4% or $150,833 at 6%; with 100% employer match about $169,688 at 4% or $113,125 at 6%. |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | $204,598 | $27,150 | $13,575iApproximate average salary by contribution assumption: employee only about $339,375 at 4% or $226,250 at 6%; with 50% employer match about $226,250 at 4% or $150,833 at 6%; with 100% employer match about $169,688 at 4% or $113,125 at 6%. |
| 2004 | 1 | 2 | $0 | $0 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | - | - | - |
| 2003 | 1 | 2 | $0 | $0 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | - | - | - |
| 2002 | 1 | 2 | $0 | $0 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | - | - | - |
| 2001 | 1 | 2 | $0 | $0 | - |
| Point Financial Inc 401(K) Plan and Trust | - | 2 | - | - | - |