Fort Point Capital Partners LLC at 275 Sacramento Street 8th FL San, Francisco, Ca 94111 lists Wade Pitts of Millcreek, UT.
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Wade Pitts
Registered Agent
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4392 S ZARAHEMLA DR, MILLCREEK, UT 84124
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275 SACRAMENTO STREET 8TH FL SAN, FRANCISCO, CA 94111
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| 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 |
| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/05/2020 | Approved$208,300 Forgiven$0 LenderByline Bank Jobs12 | 04/05/2020 | $208,300 | $0 | Byline Bank | 12 |
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