Civic Intelligence

Falcon Point Capital LLC

Plan context: Falcon Point Capital LLC 401(K) Plan

EIN 94-3256485 • Orinda, CA • 20 filings • 2 plans

355 Dalewood DriveOrinda, CA 94563
Current Snapshot

Latest Year

2022

2022 Participants

10

2022 Assets

$1,921,784

2022 Contributions

$2,700

Historical Graphs

Total Assets Over Time

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

$1,989,549$994,775$0200320132021YearValue
$1,921,784Latest year 2021

Participants Over Time

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

1680200320122021YearValue
10Latest year 2021

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
202210$0$2,700-
Falcon Point Capital LLC 401(K) Plan-0$0$2,700-
2021110$1,921,784$14,400$1,440iApproximate average salary by contribution assumption: employee only about $36,000 at 4% or $24,000 at 6%; with 50% employer match about $24,000 at 4% or $16,000 at 6%; with 100% employer match about $18,000 at 4% or $12,000 at 6%.
Falcon Point Capital LLC 401(K) Plan-10$1,921,784$14,400$1,440iApproximate average salary by contribution assumption: employee only about $36,000 at 4% or $24,000 at 6%; with 50% employer match about $24,000 at 4% or $16,000 at 6%; with 100% employer match about $18,000 at 4% or $12,000 at 6%.
2020111$1,989,549$64,094$5,827iApproximate average salary by contribution assumption: employee only about $145,668 at 4% or $97,112 at 6%; with 50% employer match about $97,112 at 4% or $64,741 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
Falcon Point Capital LLC 401(K) Plan-11$1,989,549$64,094$5,827iApproximate average salary by contribution assumption: employee only about $145,668 at 4% or $97,112 at 6%; with 50% employer match about $97,112 at 4% or $64,741 at 6%; with 100% employer match about $72,834 at 4% or $48,556 at 6%.
2019111$1,827,086$127,956$11,632iApproximate average salary by contribution assumption: employee only about $290,809 at 4% or $193,873 at 6%; with 50% employer match about $193,873 at 4% or $129,248 at 6%; with 100% employer match about $145,405 at 4% or $96,936 at 6%.
Falcon Point Capital LLC 401(K) Plan-11$1,827,086$127,956$11,632iApproximate average salary by contribution assumption: employee only about $290,809 at 4% or $193,873 at 6%; with 50% employer match about $193,873 at 4% or $129,248 at 6%; with 100% employer match about $145,405 at 4% or $96,936 at 6%.
201819$1,373,688$151,095$16,788iApproximate average salary by contribution assumption: employee only about $419,708 at 4% or $279,806 at 6%; with 50% employer match about $279,806 at 4% or $186,537 at 6%; with 100% employer match about $209,854 at 4% or $139,903 at 6%.
Falcon Point Capital LLC 401(K) Plan-9$1,373,688$151,095$16,788iApproximate average salary by contribution assumption: employee only about $419,708 at 4% or $279,806 at 6%; with 50% employer match about $279,806 at 4% or $186,537 at 6%; with 100% employer match about $209,854 at 4% or $139,903 at 6%.
201719$1,436,932$149,542$16,616iApproximate average salary by contribution assumption: employee only about $415,394 at 4% or $276,930 at 6%; with 50% employer match about $276,930 at 4% or $184,620 at 6%; with 100% employer match about $207,697 at 4% or $138,465 at 6%.
Falcon Point Capital LLC 401(K) Plan-9$1,436,932$149,542$16,616iApproximate average salary by contribution assumption: employee only about $415,394 at 4% or $276,930 at 6%; with 50% employer match about $276,930 at 4% or $184,620 at 6%; with 100% employer match about $207,697 at 4% or $138,465 at 6%.
201618$1,053,819$139,625$17,453iApproximate average salary by contribution assumption: employee only about $436,328 at 4% or $290,885 at 6%; with 50% employer match about $290,885 at 4% or $193,924 at 6%; with 100% employer match about $218,164 at 4% or $145,443 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$1,053,819$139,625$17,453iApproximate average salary by contribution assumption: employee only about $436,328 at 4% or $290,885 at 6%; with 50% employer match about $290,885 at 4% or $193,924 at 6%; with 100% employer match about $218,164 at 4% or $145,443 at 6%.
201518$858,678$70,245$8,781iApproximate average salary by contribution assumption: employee only about $219,516 at 4% or $146,344 at 6%; with 50% employer match about $146,344 at 4% or $97,563 at 6%; with 100% employer match about $109,758 at 4% or $73,172 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$858,678$70,245$8,781iApproximate average salary by contribution assumption: employee only about $219,516 at 4% or $146,344 at 6%; with 50% employer match about $146,344 at 4% or $97,563 at 6%; with 100% employer match about $109,758 at 4% or $73,172 at 6%.
201417$825,925$91,045$13,006iApproximate average salary by contribution assumption: employee only about $325,161 at 4% or $216,774 at 6%; with 50% employer match about $216,774 at 4% or $144,516 at 6%; with 100% employer match about $162,580 at 4% or $108,387 at 6%.
Falcon Point Capital LLC 401(K) Plan-7$825,925$91,045$13,006iApproximate average salary by contribution assumption: employee only about $325,161 at 4% or $216,774 at 6%; with 50% employer match about $216,774 at 4% or $144,516 at 6%; with 100% employer match about $162,580 at 4% or $108,387 at 6%.
201317$704,348$40,641$5,806iApproximate average salary by contribution assumption: employee only about $145,146 at 4% or $96,764 at 6%; with 50% employer match about $96,764 at 4% or $64,510 at 6%; with 100% employer match about $72,573 at 4% or $48,382 at 6%.
Falcon Point Capital LLC 401(K) Plan-7$704,348$40,641$5,806iApproximate average salary by contribution assumption: employee only about $145,146 at 4% or $96,764 at 6%; with 50% employer match about $96,764 at 4% or $64,510 at 6%; with 100% employer match about $72,573 at 4% or $48,382 at 6%.
201218$594,786$35,905$4,488iApproximate average salary by contribution assumption: employee only about $112,203 at 4% or $74,802 at 6%; with 50% employer match about $74,802 at 4% or $49,868 at 6%; with 100% employer match about $56,102 at 4% or $37,401 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$594,786$35,905$4,488iApproximate average salary by contribution assumption: employee only about $112,203 at 4% or $74,802 at 6%; with 50% employer match about $74,802 at 4% or $49,868 at 6%; with 100% employer match about $56,102 at 4% or $37,401 at 6%.
201118$530,550$35,945$4,493iApproximate average salary by contribution assumption: employee only about $112,328 at 4% or $74,885 at 6%; with 50% employer match about $74,885 at 4% or $49,924 at 6%; with 100% employer match about $56,164 at 4% or $37,443 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$530,550$35,945$4,493iApproximate average salary by contribution assumption: employee only about $112,328 at 4% or $74,885 at 6%; with 50% employer match about $74,885 at 4% or $49,924 at 6%; with 100% employer match about $56,164 at 4% or $37,443 at 6%.
201017$649,152$23,104$3,301iApproximate average salary by contribution assumption: employee only about $82,514 at 4% or $55,010 at 6%; with 50% employer match about $55,010 at 4% or $36,673 at 6%; with 100% employer match about $41,257 at 4% or $27,505 at 6%.
Falcon Point Capital LLC 401(K) Plan-7$649,152$23,104$3,301iApproximate average salary by contribution assumption: employee only about $82,514 at 4% or $55,010 at 6%; with 50% employer match about $55,010 at 4% or $36,673 at 6%; with 100% employer match about $41,257 at 4% or $27,505 at 6%.
200917$537,318$37,198$5,314iApproximate average salary by contribution assumption: employee only about $132,850 at 4% or $88,567 at 6%; with 50% employer match about $88,567 at 4% or $59,044 at 6%; with 100% employer match about $66,425 at 4% or $44,283 at 6%.
Falcon Point Capital LLC 401(K) Plan-7$537,318$37,198$5,314iApproximate average salary by contribution assumption: employee only about $132,850 at 4% or $88,567 at 6%; with 50% employer match about $88,567 at 4% or $59,044 at 6%; with 100% employer match about $66,425 at 4% or $44,283 at 6%.
200818$407,719$69,192$8,649iApproximate average salary by contribution assumption: employee only about $216,225 at 4% or $144,150 at 6%; with 50% employer match about $144,150 at 4% or $96,100 at 6%; with 100% employer match about $108,113 at 4% or $72,075 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$407,719$69,192$8,649iApproximate average salary by contribution assumption: employee only about $216,225 at 4% or $144,150 at 6%; with 50% employer match about $144,150 at 4% or $96,100 at 6%; with 100% employer match about $108,113 at 4% or $72,075 at 6%.
200718$0$0-
Falcon Point Capital LLC 401(K) Plan-8---
200618$425,685$62,625$7,828iApproximate average salary by contribution assumption: employee only about $195,703 at 4% or $130,469 at 6%; with 50% employer match about $130,469 at 4% or $86,979 at 6%; with 100% employer match about $97,852 at 4% or $65,234 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$425,685$62,625$7,828iApproximate average salary by contribution assumption: employee only about $195,703 at 4% or $130,469 at 6%; with 50% employer match about $130,469 at 4% or $86,979 at 6%; with 100% employer match about $97,852 at 4% or $65,234 at 6%.
200518$309,736$54,233$6,779iApproximate average salary by contribution assumption: employee only about $169,478 at 4% or $112,985 at 6%; with 50% employer match about $112,985 at 4% or $75,324 at 6%; with 100% employer match about $84,739 at 4% or $56,493 at 6%.
Falcon Point Capital LLC 401(K) Plan-8$309,736$54,233$6,779iApproximate average salary by contribution assumption: employee only about $169,478 at 4% or $112,985 at 6%; with 50% employer match about $112,985 at 4% or $75,324 at 6%; with 100% employer match about $84,739 at 4% or $56,493 at 6%.
2004111$345,304$102,430$9,312iApproximate average salary by contribution assumption: employee only about $232,795 at 4% or $155,197 at 6%; with 50% employer match about $155,197 at 4% or $103,465 at 6%; with 100% employer match about $116,398 at 4% or $77,598 at 6%.
Falcon Point Capital LLC 401(K) Plan-11$345,304$102,430$9,312iApproximate average salary by contribution assumption: employee only about $232,795 at 4% or $155,197 at 6%; with 50% employer match about $155,197 at 4% or $103,465 at 6%; with 100% employer match about $116,398 at 4% or $77,598 at 6%.
2003116$1,057,009$156,089$9,756iApproximate average salary by contribution assumption: employee only about $243,889 at 4% or $162,593 at 6%; with 50% employer match about $162,593 at 4% or $108,395 at 6%; with 100% employer match about $121,945 at 4% or $81,296 at 6%.
Falcon Point Capital LLC 401(K) Plan-16$1,057,009$156,089$9,756iApproximate average salary by contribution assumption: employee only about $243,889 at 4% or $162,593 at 6%; with 50% employer match about $162,593 at 4% or $108,395 at 6%; with 100% employer match about $121,945 at 4% or $81,296 at 6%.