CIRCLEPOINT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CIRCLEPOINT 401-K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-09-16 | 129887 |
| Net assets as of the end of the plan year | 2025-09-16 | 6511231 |
| Total assets as of the beginning of the plan year | 2025-09-16 | 5593454 |
| Value of plan covered by a fidelity bond | 2025-09-16 | 650000 |
| Participant contributions to plan in this plan year | 2025-09-16 | 299798 |
| Value of participant loans at end of plan year | 2025-09-16 | 54723 |
| Other income to plan in this plan year | 2025-09-16 | 635985 |
| Plan net income in this plan year | 2025-09-16 | 917777 |
| Net assets as of the end of the plan year | 2025-09-16 | 6511231 |
| Net assets as of the beginning of the plan year | 2025-09-16 | 5593454 |
| Employer contributions to plan in this plan year | 2025-09-16 | 111881 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-09-16 | 150 |
| 2024 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-11 | 1199301 |
| Net assets as of the end of the plan year | 2024-10-11 | 5593454 |
| Total assets as of the beginning of the plan year | 2024-10-11 | 5207239 |
| Value of plan covered by a fidelity bond | 2024-10-11 | 650000 |
| Participant contributions to plan in this plan year | 2024-10-11 | 292094 |
| Value of participant loans at end of plan year | 2024-10-11 | 66236 |
| Other contributions to plan in this plan year | 2024-10-11 | 348114 |
| Other income to plan in this plan year | 2024-10-11 | 837604 |
| Plan net income in this plan year | 2024-10-11 | 386215 |
| Net assets as of the end of the plan year | 2024-10-11 | 5593454 |
| Net assets as of the beginning of the plan year | 2024-10-11 | 5207239 |
| Employer contributions to plan in this plan year | 2024-10-11 | 107704 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-11 | 550 |
| 2022 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-09-06 | 792292 |
| Net assets as of the end of the plan year | 2022-09-06 | 6098745 |
| Total assets as of the beginning of the plan year | 2022-09-06 | 5808988 |
| Value of plan covered by a fidelity bond | 2022-09-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-09-06 | 266528 |
| Value of participant loans at end of plan year | 2022-09-06 | 47888 |
| Other income to plan in this plan year | 2022-09-06 | 700865 |
| Plan net income in this plan year | 2022-09-06 | 289757 |
| Net assets as of the end of the plan year | 2022-09-06 | 6098745 |
| Net assets as of the beginning of the plan year | 2022-09-06 | 5808988 |
| Employer contributions to plan in this plan year | 2022-09-06 | 114656 |
| Fees paid to broker by Benefit Provider | 2022-09-06 | 6052 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-09-06 | 600 |
| 2015 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $386,288 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $138,663 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $126,837 |
| Total plan assets at end of year | 2015-12-31 | $3,080,011 |
| Total plan assets at beginning of year | 2015-12-31 | $2,832,386 |
| Value of fidelity bond covering the plan | 2015-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $226,167 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $136,300 |
| Other income received | 2015-12-31 | $5,920 |
| Net income (gross income less expenses) | 2015-12-31 | $247,625 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,080,011 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,832,386 |
| Assets. Value of participant loans | 2015-12-31 | $14,741 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $17,901 |
| Value of corrective distributions | 2015-12-31 | $11,089 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $737 |
| 2014 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $380,634 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $86,273 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $70,827 |
| Total plan assets at end of year | 2014-12-31 | $2,832,386 |
| Total plan assets at beginning of year | 2014-12-31 | $2,538,025 |
| Value of fidelity bond covering the plan | 2014-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $182,848 |
| Contributions received from other sources (not participants or employers) | 2014-12-31 | $14,294 |
| Other income received | 2014-12-31 | $183,492 |
| Net income (gross income less expenses) | 2014-12-31 | $294,361 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $2,832,386 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,538,025 |
| Assets. Value of participant loans | 2014-12-31 | $3,511 |
| Value of corrective distributions | 2014-12-31 | $12,546 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $2,900 |
| 2013 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $628,958 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $403,044 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $381,143 |
| Total plan assets at end of year | 2013-12-31 | $2,538,025 |
| Total plan assets at beginning of year | 2013-12-31 | $2,312,111 |
| Value of fidelity bond covering the plan | 2013-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $167,054 |
| Other income received | 2013-12-31 | $458,324 |
| Net income (gross income less expenses) | 2013-12-31 | $225,914 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $2,538,025 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,312,111 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $3,580 |
| Value of corrective distributions | 2013-12-31 | $20,476 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $1,425 |
| 2012 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $478,752 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $738,546 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $738,446 |
| Total plan assets at end of year | 2012-12-31 | $2,312,111 |
| Total plan assets at beginning of year | 2012-12-31 | $2,571,905 |
| Value of fidelity bond covering the plan | 2012-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $159,638 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $2,013 |
| Other income received | 2012-12-31 | $301,895 |
| Net income (gross income less expenses) | 2012-12-31 | $-259,794 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,312,111 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,571,905 |
| Assets. Value of participant loans | 2012-12-31 | $1,614 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $15,206 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
| 2011 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $248,105 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $616,619 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $608,693 |
| Total plan assets at end of year | 2011-12-31 | $2,571,905 |
| Total plan assets at beginning of year | 2011-12-31 | $2,940,419 |
| Value of fidelity bond covering the plan | 2011-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $239,779 |
| Other income received | 2011-12-31 | $-63,740 |
| Net income (gross income less expenses) | 2011-12-31 | $-368,514 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,571,905 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,940,419 |
| Assets. Value of participant loans | 2011-12-31 | $44 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $72,066 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $7,926 |
| 2010 : CIRCLEPOINT 401-K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $812,742 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $190,431 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $185,275 |
| Total plan assets at end of year | 2010-12-31 | $2,940,419 |
| Total plan assets at beginning of year | 2010-12-31 | $2,318,108 |
| Value of fidelity bond covering the plan | 2010-12-31 | $65,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $338,834 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $194 |
| Other income received | 2010-12-31 | $349,060 |
| Net income (gross income less expenses) | 2010-12-31 | $622,311 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,940,419 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,318,108 |
| Assets. Value of participant loans | 2010-12-31 | $8,100 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $124,654 |
| Value of corrective distributions | 2010-12-31 | $4,544 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $612 |
| 2015: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: CIRCLEPOINT 401-K PROFIT SHARING PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
