How big is Centerpoint Advisory Services, Inc.'s plan?

Centerpoint Advisory Services, Inc.'s plan reported $1.6M in assets and 4 participants for 2022.

Original filing (PDF)20230721120729NAL0006343984001

Centerpoint Advisory Services, Inc.

Name: Centerpoint Advisory Services, Inc. — Centerpoint, Form 5500 (2022)
Creator: Centerpoint Advisory Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Centerpoint Advisory Services, Inc. Profit Sharing 401(k) Plan

401(k) retirement plan · Centerpoint Advisory Services, Inc.'s Centerpoint Advisory Services, Inc. Profit Sharing 401(k) Plan held $1.6M in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Centerpoint Advisory Services, Inc.'s EIN is 48-1209908.

EIN 48-1209908

Plan number 001

Plan year 2022

ACK ID 20230721120729NAL0006343984001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Centerpoint Advisory Services, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Centerpoint Advisory Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CENTERPOINT ADVISORY SERVICES, INC..

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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