Fort Point Capital Partners LLC

Form 5500

FORT POINT CAPITAL PARTNERS, LLC

275 Sacramento Street, 8th Floor, San Francisco, Ca 94111 (415) 378-9265 EIN:26-1899356 Plan Admin:Timothy Mcdowell

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameFORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY29 / 22 Assets BOY/EOY$1,625,601 / $1,528,361	2022	FORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN - Plan #001	29 / 22	$1,625,601 / $1,528,361
2022	Plan NameFORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY14 / 16 Assets BOY/EOY$794,234 / $1,167,891	2022	FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST - Plan #002	14 / 16	$794,234 / $1,167,891
2021	Plan NameFORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY25 / 28 Assets BOY/EOY$1,239,289 / $1,625,601	2021	FORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN - Plan #001	25 / 28	$1,239,289 / $1,625,601
2021	Plan NameFORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY13 / 13 Assets BOY/EOY$509,368 / $794,234	2021	FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST - Plan #002	13 / 13	$509,368 / $794,234
2020	Plan NameFORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY28 / 25 Assets BOY/EOY$977,206 / $1,239,289	2020	FORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN - Plan #001	28 / 25	$977,206 / $1,239,289
2020	Plan NameFORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY12 / 13 Assets BOY/EOY$248,297 / $509,368	2020	FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST - Plan #002	12 / 13	$248,297 / $509,368
2019	Plan NameFORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY27 / 27 Assets BOY/EOY$726,913 / $977,206	2019	FORT POINT CAPITAL PARTNERS LLC 401(K) PROFIT SHARING PLAN - Plan #001	27 / 27	$726,913 / $977,206
2019	Plan NameFORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST Plan #002 Participants BOY/EOY10 / 11 Assets BOY/EOY$0 / $248,297	2019	FORT POINT CAPITAL PARTNERS LLC CASH BALANCE PLAN & TRUST - Plan #002	10 / 11	$0 / $248,297