Sullivan Investment Co., Inc.
Plan context: Sullivan Companies Retirement Trust
EIN 04-2682840 • 40 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
1,331
2024 Assets
$114,235,226
2024 Contributions
$10,582,278
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 |
|---|---|---|---|---|---|
| 2024 | 3 | 1,331 | $114,235,226 | $10,582,278 | $7,951iApproximate average salary by contribution assumption: employee only about $198,766 at 4% or $132,510 at 6%; with 50% employer match about $132,510 at 4% or $88,340 at 6%; with 100% employer match about $99,383 at 4% or $66,255 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,331 | $102,929,268 | $7,200,570 | $5,410iApproximate average salary by contribution assumption: employee only about $135,247 at 4% or $90,165 at 6%; with 50% employer match about $90,165 at 4% or $60,110 at 6%; with 100% employer match about $67,624 at 4% or $45,082 at 6%. |
| 859 Us Employee Stock Ownership Plan | - | 1,235 | $11,305,958 | $3,381,708 | $2,738iApproximate average salary by contribution assumption: employee only about $68,456 at 4% or $45,637 at 6%; with 50% employer match about $45,637 at 4% or $30,425 at 6%; with 100% employer match about $34,228 at 4% or $22,819 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,318 | - | - | - |
| 2023 | 3 | 1,276 | $103,921,405 | $10,334,109 | $8,099iApproximate average salary by contribution assumption: employee only about $202,471 at 4% or $134,981 at 6%; with 50% employer match about $134,981 at 4% or $89,987 at 6%; with 100% employer match about $101,235 at 4% or $67,490 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,224 | $93,478,658 | $6,952,546 | $5,680iApproximate average salary by contribution assumption: employee only about $142,005 at 4% or $94,670 at 6%; with 50% employer match about $94,670 at 4% or $63,113 at 6%; with 100% employer match about $71,002 at 4% or $47,335 at 6%. |
| 859 Us Employee Stock Ownership Plan | - | 1,276 | $10,442,747 | $3,381,563 | $2,650iApproximate average salary by contribution assumption: employee only about $66,253 at 4% or $44,169 at 6%; with 50% employer match about $44,169 at 4% or $29,446 at 6%; with 100% employer match about $33,127 at 4% or $22,084 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,211 | - | - | - |
| 2022 | 2 | 1,148 | $79,248,990 | $6,257,534 | $5,451iApproximate average salary by contribution assumption: employee only about $136,270 at 4% or $90,847 at 6%; with 50% employer match about $90,847 at 4% or $60,565 at 6%; with 100% employer match about $68,135 at 4% or $45,423 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,148 | $79,248,990 | $6,257,534 | $5,451iApproximate average salary by contribution assumption: employee only about $136,270 at 4% or $90,847 at 6%; with 50% employer match about $90,847 at 4% or $60,565 at 6%; with 100% employer match about $68,135 at 4% or $45,423 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,142 | - | - | - |
| 2021 | 2 | 1,134 | $99,139,500 | $5,258,433 | $4,637iApproximate average salary by contribution assumption: employee only about $115,927 at 4% or $77,284 at 6%; with 50% employer match about $77,284 at 4% or $51,523 at 6%; with 100% employer match about $57,963 at 4% or $38,642 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,083 | $99,139,500 | $5,258,433 | $4,855iApproximate average salary by contribution assumption: employee only about $121,386 at 4% or $80,924 at 6%; with 50% employer match about $80,924 at 4% or $53,949 at 6%; with 100% employer match about $60,693 at 4% or $40,462 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,134 | - | - | - |
| 2020 | 2 | 1,098 | $91,104,180 | $4,757,474 | $4,333iApproximate average salary by contribution assumption: employee only about $108,321 at 4% or $72,214 at 6%; with 50% employer match about $72,214 at 4% or $48,143 at 6%; with 100% employer match about $54,161 at 4% or $36,107 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,098 | $91,104,180 | $4,757,474 | $4,333iApproximate average salary by contribution assumption: employee only about $108,321 at 4% or $72,214 at 6%; with 50% employer match about $72,214 at 4% or $48,143 at 6%; with 100% employer match about $54,161 at 4% or $36,107 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,082 | - | - | - |
| 2019 | 3 | 1,247 | $78,939,305 | $5,496,944 | $4,408iApproximate average salary by contribution assumption: employee only about $110,203 at 4% or $73,469 at 6%; with 50% employer match about $73,469 at 4% or $48,979 at 6%; with 100% employer match about $55,102 at 4% or $36,734 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,247 | $78,939,305 | $5,496,944 | $4,408iApproximate average salary by contribution assumption: employee only about $110,203 at 4% or $73,469 at 6%; with 50% employer match about $73,469 at 4% or $48,979 at 6%; with 100% employer match about $55,102 at 4% or $36,734 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,176 | - | - | - |
| Sullivan Investment Hra Plan | - | 24 | - | - | - |
| 2018 | 3 | 1,251 | $64,617,946 | $4,719,010 | $3,772iApproximate average salary by contribution assumption: employee only about $94,305 at 4% or $62,870 at 6%; with 50% employer match about $62,870 at 4% or $41,913 at 6%; with 100% employer match about $47,152 at 4% or $31,435 at 6%. |
| Sullivan Companies Retirement Trust | - | 1,251 | $64,617,946 | $4,719,010 | $3,772iApproximate average salary by contribution assumption: employee only about $94,305 at 4% or $62,870 at 6%; with 50% employer match about $62,870 at 4% or $41,913 at 6%; with 100% employer match about $47,152 at 4% or $31,435 at 6%. |
| Sullivan Investment Hra Plan | - | 798 | - | - | - |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,120 | - | - | - |
| 2017 | 3 | 1,106 | $65,514,452 | $3,873,115 | $3,502iApproximate average salary by contribution assumption: employee only about $87,548 at 4% or $58,365 at 6%; with 50% employer match about $58,365 at 4% or $38,910 at 6%; with 100% employer match about $43,774 at 4% or $29,183 at 6%. |
| Sullivan Companies Retirement Trust | - | 976 | $65,514,452 | $3,873,115 | $3,968iApproximate average salary by contribution assumption: employee only about $99,209 at 4% or $66,139 at 6%; with 50% employer match about $66,139 at 4% or $44,093 at 6%; with 100% employer match about $49,604 at 4% or $33,070 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,106 | - | - | - |
| Sullivan Investment Hra Plan | - | 810 | - | - | - |
| 2016 | 3 | 1,081 | $57,276,213 | $3,486,446 | $3,225iApproximate average salary by contribution assumption: employee only about $80,630 at 4% or $53,753 at 6%; with 50% employer match about $53,753 at 4% or $35,836 at 6%; with 100% employer match about $40,315 at 4% or $26,877 at 6%. |
| Sullivan Companies Retirement Trust | - | 979 | $57,276,213 | $3,486,446 | $3,561iApproximate average salary by contribution assumption: employee only about $89,031 at 4% or $59,354 at 6%; with 50% employer match about $59,354 at 4% or $39,569 at 6%; with 100% employer match about $44,515 at 4% or $29,677 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,081 | - | - | - |
| Sullivan Investment Hra Plan | - | 817 | - | - | - |
| 2015 | 3 | 1,066 | $53,796,208 | $3,646,612 | $3,421iApproximate average salary by contribution assumption: employee only about $85,521 at 4% or $57,014 at 6%; with 50% employer match about $57,014 at 4% or $38,009 at 6%; with 100% employer match about $42,760 at 4% or $28,507 at 6%. |
| Sullivan Companies Retirement Trust | - | 943 | $53,796,208 | $3,646,612 | $3,867iApproximate average salary by contribution assumption: employee only about $96,676 at 4% or $64,451 at 6%; with 50% employer match about $64,451 at 4% or $42,967 at 6%; with 100% employer match about $48,338 at 4% or $32,225 at 6%. |
| Sullivan Investment Hra Plan | - | 794 | - | - | - |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,066 | - | - | - |
| 2014 | 3 | 1,018 | $52,756,574 | $3,114,402 | $3,059iApproximate average salary by contribution assumption: employee only about $76,483 at 4% or $50,989 at 6%; with 50% employer match about $50,989 at 4% or $33,993 at 6%; with 100% employer match about $38,242 at 4% or $25,494 at 6%. |
| Sullivan Companies Retirement Trust | - | 927 | $52,756,574 | $3,114,402 | $3,360iApproximate average salary by contribution assumption: employee only about $83,991 at 4% or $55,994 at 6%; with 50% employer match about $55,994 at 4% or $37,330 at 6%; with 100% employer match about $41,996 at 4% or $27,997 at 6%. |
| Sullivan Investment Hra Plan | - | 802 | - | - | - |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,018 | - | - | - |
| 2013 | 3 | 1,001 | $49,036,320 | $3,287,156 | $3,284iApproximate average salary by contribution assumption: employee only about $82,097 at 4% or $54,731 at 6%; with 50% employer match about $54,731 at 4% or $36,487 at 6%; with 100% employer match about $41,048 at 4% or $27,366 at 6%. |
| Sullivan Companies Retirement Trust | - | 891 | $49,036,320 | $3,287,156 | $3,689iApproximate average salary by contribution assumption: employee only about $92,232 at 4% or $61,488 at 6%; with 50% employer match about $61,488 at 4% or $40,992 at 6%; with 100% employer match about $46,116 at 4% or $30,744 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 1,001 | - | - | - |
| Sullivan Investment Hra Plan | - | 763 | - | - | - |
| 2012 | 2 | 972 | $40,444,168 | $2,982,005 | $3,068iApproximate average salary by contribution assumption: employee only about $76,698 at 4% or $51,132 at 6%; with 50% employer match about $51,132 at 4% or $34,088 at 6%; with 100% employer match about $38,349 at 4% or $25,566 at 6%. |
| Sullivan Companies Retirement Trust | - | 865 | $40,444,168 | $2,982,005 | $3,447iApproximate average salary by contribution assumption: employee only about $86,185 at 4% or $57,457 at 6%; with 50% employer match about $57,457 at 4% or $38,304 at 6%; with 100% employer match about $43,093 at 4% or $28,728 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 972 | - | - | - |
| 2011 | 2 | 897 | $34,603,375 | $3,463,669 | $3,861iApproximate average salary by contribution assumption: employee only about $96,535 at 4% or $64,357 at 6%; with 50% employer match about $64,357 at 4% or $42,904 at 6%; with 100% employer match about $48,267 at 4% or $32,178 at 6%. |
| Sullivan Companies Retirement Trust | - | 785 | $34,603,375 | $3,463,669 | $4,412iApproximate average salary by contribution assumption: employee only about $110,308 at 4% or $73,539 at 6%; with 50% employer match about $73,539 at 4% or $49,026 at 6%; with 100% employer match about $55,154 at 4% or $36,769 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 897 | - | - | - |
| 2010 | 2 | 809 | $33,145,798 | $2,919,313 | $3,609iApproximate average salary by contribution assumption: employee only about $90,214 at 4% or $60,142 at 6%; with 50% employer match about $60,142 at 4% or $40,095 at 6%; with 100% employer match about $45,107 at 4% or $30,071 at 6%. |
| Sullivan Companies Retirement Trust | - | 712 | $33,145,798 | $2,919,313 | $4,100iApproximate average salary by contribution assumption: employee only about $102,504 at 4% or $68,336 at 6%; with 50% employer match about $68,336 at 4% or $45,557 at 6%; with 100% employer match about $51,252 at 4% or $34,168 at 6%. |
| Sullivan Tire Co. Inc Gr Medical Plan | - | 809 | - | - | - |
| 2009 | 1 | 684 | $27,978,615 | $2,431,764 | $3,555iApproximate average salary by contribution assumption: employee only about $88,880 at 4% or $59,254 at 6%; with 50% employer match about $59,254 at 4% or $39,502 at 6%; with 100% employer match about $44,440 at 4% or $29,627 at 6%. |
| Sullivan Companies Retirement Trust | - | 684 | $27,978,615 | $2,431,764 | $3,555iApproximate average salary by contribution assumption: employee only about $88,880 at 4% or $59,254 at 6%; with 50% employer match about $59,254 at 4% or $39,502 at 6%; with 100% employer match about $44,440 at 4% or $29,627 at 6%. |