Counterpoint Mutual Funds, LLC
California
Registered In
05/27/2014
Incorp. Date
Company Summary
Counterpoint Mutual Funds, LLC at 12760 High Bluff Dr STE 280, San Diego, Ca 92130 lists Daniel Krause of Fort Lauderdale, FL and John Koudsi of Venice, CA.
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Michael B Krause .Com
Individual Agent
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12760 HIGH BLUFF DR STE 280, SAN DIEGO, CA 92130
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Daniel Krause
Manager
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6278 N FEDERAL HWY BOX 447, FORT LAUDERDALE, FL 33308
(View Past Addresses)
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John Koudsi
Manager
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700 MAIN ST, VENICE, CA 90291
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Michael B Krause
Manager
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12760 HIGH BLUFF DR STE 280, SAN DIEGO, CA 92130
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Showing current associates only (4 of 6 total associates). Create a free account to see the full associate history
Map & Locations
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12760 HIGH BLUFF DR STE 280, SAN DIEGO, CA 92130
View Map
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Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history
Financials
Financial Information for Counterpoint Mutual Funds, LLC
Form 5500
COUNTERPOINT MUTUAL FUNDS, LLC
12760 High Bluff Drive, Suite 280, San Diego, Ca 92130 (858) 792-0104 EIN:46-5751641 Plan Admin:Michael Krause| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCOUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY4 / 4 Assets BOY/EOY$3,589,439 / $3,866,400 | 2023 | COUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN - Plan #002 | 4 / 4 | $3,589,439 / $3,866,400 |
| 2023 | Plan NameCOUNTERPOINT MUTUAL FUNDS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY11 / 13 Assets BOY/EOY$625,484 / $891,610 | 2023 | COUNTERPOINT MUTUAL FUNDS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 11 / 13 | $625,484 / $891,610 |
| 2022 | Plan NameCOUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,960,972 / $3,589,439 | 2022 | COUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN - Plan #002 | 3 / 3 | $2,960,972 / $3,589,439 |
| 2022 | Plan NameCOUNTERPOINT MUTUAL FUNDS, LLC 401(K) PROFIT SHARING PLAN Plan #001 Participants BOY/EOY8 / 10 Assets BOY/EOY$489,012 / $625,484 | 2022 | COUNTERPOINT MUTUAL FUNDS, LLC 401(K) PROFIT SHARING PLAN - Plan #001 | 8 / 10 | $489,012 / $625,484 |
| 2021 | Plan NameCOUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY3 / 3 Assets BOY/EOY$2,061,426 / $2,960,972 | 2021 | COUNTERPOINT MUTUAL FUNDS, LLC CASH BALANCE PLAN - Plan #002 | 3 / 3 | $2,061,426 / $2,960,972 |
Benefit & Retirement Plans based on Form 5500.
Linked Companies
Address Match:12760 High Bluff Dr Ste 280 San Diego, CA
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Address Match:12760 High Bluff Dr San Diego, CA
|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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|
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Person/City Match:Daniel Krause - Fort Lauderdale, FL
|
Adb Testing Group LLC
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|
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|
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|
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|
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|
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Person/City Match:John Koudsi - Venice, CA
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Core Financial Partners Inc.
Registered in California
|
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|
Core Financial Partners, Inc.
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|
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|
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|
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|
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|
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|
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|
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|
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|
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Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor
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