Sumner & Dunbar Inc
Plan context: Sumner & Dunbar 401K Profit-Sharing Plan
EIN 04-2188925 • 6 filings • 1 plans
Current Snapshot
Latest Year
2004
2004 Participants
25
2004 Assets
$902,181
2004 Contributions
$23,451
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2004 | 1 | 0 | $0 | $0 | - |
| Sumner & Dunbar 401K Profit-Sharing Plan | - | 0 | - | - | - |
| 2003 | 1 | 25 | $902,181 | $0 | - |
| Sumner & Dunbar 401K Profit-Sharing Plan | - | 25 | $902,181 | - | - |
| 2002 | 1 | 20 | $842,705 | $23,451 | $1,173iApproximate average salary by contribution assumption: employee only about $29,314 at 4% or $19,543 at 6%; with 50% employer match about $19,543 at 4% or $13,028 at 6%; with 100% employer match about $14,657 at 4% or $9,771 at 6%. |
| Sumner & Dunbar 401K Profit-Sharing Plan | - | 20 | $842,705 | $23,451 | $1,173iApproximate average salary by contribution assumption: employee only about $29,314 at 4% or $19,543 at 6%; with 50% employer match about $19,543 at 4% or $13,028 at 6%; with 100% employer match about $14,657 at 4% or $9,771 at 6%. |
| 2001 | 1 | 22 | $940,976 | $103,712 | $4,714iApproximate average salary by contribution assumption: employee only about $117,855 at 4% or $78,570 at 6%; with 50% employer match about $78,570 at 4% or $52,380 at 6%; with 100% employer match about $58,927 at 4% or $39,285 at 6%. |
| Sumner & Dunbar 401K Profit-Sharing Plan | - | 22 | $940,976 | $103,712 | $4,714iApproximate average salary by contribution assumption: employee only about $117,855 at 4% or $78,570 at 6%; with 50% employer match about $78,570 at 4% or $52,380 at 6%; with 100% employer match about $58,927 at 4% or $39,285 at 6%. |
| 2000 | 1 | 20 | $946,639 | $92,483 | $4,624iApproximate average salary by contribution assumption: employee only about $115,604 at 4% or $77,069 at 6%; with 50% employer match about $77,069 at 4% or $51,379 at 6%; with 100% employer match about $57,802 at 4% or $38,535 at 6%. |
| Sumner & Dunbar 401K Profit-Sharing Plan | - | 20 | $946,639 | $92,483 | $4,624iApproximate average salary by contribution assumption: employee only about $115,604 at 4% or $77,069 at 6%; with 50% employer match about $77,069 at 4% or $51,379 at 6%; with 100% employer match about $57,802 at 4% or $38,535 at 6%. |
| 1999 | 1 | 20 | $962,333 | $109,102 | $5,455iApproximate average salary by contribution assumption: employee only about $136,378 at 4% or $90,918 at 6%; with 50% employer match about $90,918 at 4% or $60,612 at 6%; with 100% employer match about $68,189 at 4% or $45,459 at 6%. |
| Sumner & Dunbar 401K Profit-Sharing Plan | - | 20 | $962,333 | $109,102 | $5,455iApproximate average salary by contribution assumption: employee only about $136,378 at 4% or $90,918 at 6%; with 50% employer match about $90,918 at 4% or $60,612 at 6%; with 100% employer match about $68,189 at 4% or $45,459 at 6%. |