Civic Intelligence

Fort Point Capital Management LLC

Plan context: Fort Point Capital Management 401K Plan

EIN 94-3354120 • 6 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

4

2007 Assets

$396,159

2007 Contributions

$107,944

Historical Graphs

Total Assets Over Time

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

$396,159$198,080$0200220042006YearValue
$396,159Latest year 2006

Participants Over Time

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

1160200220042006YearValue
4Latest year 2006

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
200710$0$0-
Fort Point Capital Management 401K Plan-0---
200614$396,159$107,944$26,986iApproximate average salary by contribution assumption: employee only about $674,650 at 4% or $449,767 at 6%; with 50% employer match about $449,767 at 4% or $299,844 at 6%; with 100% employer match about $337,325 at 4% or $224,883 at 6%.
Fort Point Capital Management 401K Plan-4$396,159$107,944$26,986iApproximate average salary by contribution assumption: employee only about $674,650 at 4% or $449,767 at 6%; with 50% employer match about $449,767 at 4% or $299,844 at 6%; with 100% employer match about $337,325 at 4% or $224,883 at 6%.
200515$327,329$55,962$11,192iApproximate average salary by contribution assumption: employee only about $279,810 at 4% or $186,540 at 6%; with 50% employer match about $186,540 at 4% or $124,360 at 6%; with 100% employer match about $139,905 at 4% or $93,270 at 6%.
Fort Point Capital Management 401K Plan-5$327,329$55,962$11,192iApproximate average salary by contribution assumption: employee only about $279,810 at 4% or $186,540 at 6%; with 50% employer match about $186,540 at 4% or $124,360 at 6%; with 100% employer match about $139,905 at 4% or $93,270 at 6%.
2004111$270,885$99,950$9,086iApproximate average salary by contribution assumption: employee only about $227,159 at 4% or $151,439 at 6%; with 50% employer match about $151,439 at 4% or $100,960 at 6%; with 100% employer match about $113,580 at 4% or $75,720 at 6%.
Fort Point Capital Management 401K Plan-11$270,885$99,950$9,086iApproximate average salary by contribution assumption: employee only about $227,159 at 4% or $151,439 at 6%; with 50% employer match about $151,439 at 4% or $100,960 at 6%; with 100% employer match about $113,580 at 4% or $75,720 at 6%.
200317$176,097$116,983$16,712iApproximate average salary by contribution assumption: employee only about $417,796 at 4% or $278,531 at 6%; with 50% employer match about $278,531 at 4% or $185,687 at 6%; with 100% employer match about $208,898 at 4% or $139,265 at 6%.
Fort Point Capital Management 401K Plan-7$176,097$116,983$16,712iApproximate average salary by contribution assumption: employee only about $417,796 at 4% or $278,531 at 6%; with 50% employer match about $278,531 at 4% or $185,687 at 6%; with 100% employer match about $208,898 at 4% or $139,265 at 6%.
200218$63,080$63,042$7,880iApproximate average salary by contribution assumption: employee only about $197,006 at 4% or $131,338 at 6%; with 50% employer match about $131,338 at 4% or $87,558 at 6%; with 100% employer match about $98,503 at 4% or $65,669 at 6%.
Fort Point Capital Management 401K Plan-8$63,080$63,042$7,880iApproximate average salary by contribution assumption: employee only about $197,006 at 4% or $131,338 at 6%; with 50% employer match about $131,338 at 4% or $87,558 at 6%; with 100% employer match about $98,503 at 4% or $65,669 at 6%.