Fort Point Capital, LLC

Form 5500

FORT POINT CAPITAL, LLC

185 Dartmouth Street, 10th Floor, Boston, Ma 02116 (617) 303-2444 EIN:38-3823581 Plan Admin:Brooke Ablon

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameFORT POINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$1,718,667 / $2,455,610	2023	FORT POINT CAPITAL 401(K) PLAN - Plan #001	13 / 17	$1,718,667 / $2,455,610
2023	Plan NameFORT POINT CAPITAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY11 / 15 Assets BOY/EOY$675,907 / $1,174,950	2023	FORT POINT CAPITAL, LLC CASH BALANCE PLAN - Plan #002	11 / 15	$675,907 / $1,174,950
2022	Plan NameFORT POINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY10 / 13 Assets BOY/EOY$1,852,396 / $1,718,667	2022	FORT POINT CAPITAL 401(K) PLAN - Plan #001	10 / 13	$1,852,396 / $1,718,667
2022	Plan NameFORT POINT CAPITAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY8 / 11 Assets BOY/EOY$345,452 / $675,907	2022	FORT POINT CAPITAL, LLC CASH BALANCE PLAN - Plan #002	8 / 11	$345,452 / $675,907
2021	Plan NameFORT POINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$1,328,394 / $1,852,396	2021	FORT POINT CAPITAL 401(K) PLAN - Plan #001	9 / 10	$1,328,394 / $1,852,396
2021	Plan NameFORT POINT CAPITAL, LLC CASH BALANCE PLAN Plan #002 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $345,452	2021	FORT POINT CAPITAL, LLC CASH BALANCE PLAN - Plan #002	7 / 8	$0 / $345,452
2020	Plan NameFORT POINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY8 / 9 Assets BOY/EOY$992,431 / $1,328,394	2020	FORT POINT CAPITAL 401(K) PLAN - Plan #001	8 / 9	$992,431 / $1,328,394
2019	Plan NameFORT POINT CAPITAL 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$780,927 / $992,431	2019	FORT POINT CAPITAL 401(K) PLAN - Plan #001	7 / 8	$780,927 / $992,431