Civic Intelligence

VESTAPOINT LLC

Plan context: VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN

EIN 93-4808658 • Winter Park, FL • 2 filings • 1 plans

941 West Morse BlvdSuite 100Winter Park, FL 32789
Current Snapshot

Latest Year

2025

2025 Participants

2

2025 Assets

$463,448

2025 Contributions

$59,800

Historical Graphs

Total Assets Over Time

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

$463,448$231,724$020242025YearValue
$463,448Latest year 2025

Participants Over Time

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

42020242025YearValue
2Latest 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
202512$463,448$59,800$29,900iApproximate average salary by contribution assumption: employee only about $747,500 at 4% or $498,333 at 6%; with 50% employer match about $498,333 at 4% or $332,222 at 6%; with 100% employer match about $373,750 at 4% or $249,167 at 6%.
VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN-2$463,448$59,800$29,900iApproximate average salary by contribution assumption: employee only about $747,500 at 4% or $498,333 at 6%; with 50% employer match about $498,333 at 4% or $332,222 at 6%; with 100% employer match about $373,750 at 4% or $249,167 at 6%.
202414$420,425$61,726$15,432iApproximate average salary by contribution assumption: employee only about $385,788 at 4% or $257,192 at 6%; with 50% employer match about $257,192 at 4% or $171,461 at 6%; with 100% employer match about $192,894 at 4% or $128,596 at 6%.
VESTAPOINT LLC 401(K) & PROFIT SHARING PLAN-4$420,425$61,726$15,432iApproximate average salary by contribution assumption: employee only about $385,788 at 4% or $257,192 at 6%; with 50% employer match about $257,192 at 4% or $171,461 at 6%; with 100% employer match about $192,894 at 4% or $128,596 at 6%.