How big is Financial Pointe's plan?

Financial Pointe's plan reported $3.4M in assets and 11 participants for 2024.

Original filing (PDF)20250515143738NAL0044744258001

Financial Pointe

Name: Financial Pointe — Financial Pointe 401(k) P/S Plan, Form 5500 (2024)
Creator: Financial Pointe
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Pointe 401(k) P/S Plan

401(k) retirement plan · Financial Pointe's Financial Pointe 401(k) P/S Plan held $3.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

ELAD G Goren signed Financial Pointe's 2024 Form 5500 as plan administrator.

ELAD G Goren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Financial Pointe's EIN is 20-1988346.

EIN 20-1988346

Plan number 001

Plan year 2024

ACK ID 20250515143738NAL0044744258001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Pointe from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Pointe's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL POINTE.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score