Civic Intelligence

Sundin Associates Inc.

Plan context: Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust

EIN 04-2775577 • Sherborn, MA • 27 filings • 4 plans

19 N Main StreetSuite 2FSherborn, MA 01770
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$4,537,047

2025 Contributions

$82,480

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$5,415,322$2,707,661$0199920132025YearValue
$4,537,047Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1260199920122025YearValue
8Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202518$4,537,047$82,480$10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-8$4,537,047$82,480$10,310iApproximate average salary by contribution assumption: employee only about $257,750 at 4% or $171,833 at 6%; with 50% employer match about $171,833 at 4% or $114,556 at 6%; with 100% employer match about $128,875 at 4% or $85,917 at 6%.
202417$3,944,453$93,562$13,366iApproximate average salary by contribution assumption: employee only about $334,150 at 4% or $222,767 at 6%; with 50% employer match about $222,767 at 4% or $148,511 at 6%; with 100% employer match about $167,075 at 4% or $111,383 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-7$3,944,453$93,562$13,366iApproximate average salary by contribution assumption: employee only about $334,150 at 4% or $222,767 at 6%; with 50% employer match about $222,767 at 4% or $148,511 at 6%; with 100% employer match about $167,075 at 4% or $111,383 at 6%.
202317$3,340,131$111,248$15,893iApproximate average salary by contribution assumption: employee only about $397,314 at 4% or $264,876 at 6%; with 50% employer match about $264,876 at 4% or $176,584 at 6%; with 100% employer match about $198,657 at 4% or $132,438 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-7$3,340,131$111,248$15,893iApproximate average salary by contribution assumption: employee only about $397,314 at 4% or $264,876 at 6%; with 50% employer match about $264,876 at 4% or $176,584 at 6%; with 100% employer match about $198,657 at 4% or $132,438 at 6%.
202218$4,496,788$140,389$17,549iApproximate average salary by contribution assumption: employee only about $438,716 at 4% or $292,477 at 6%; with 50% employer match about $292,477 at 4% or $194,985 at 6%; with 100% employer match about $219,358 at 4% or $146,239 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-8$4,496,788$140,389$17,549iApproximate average salary by contribution assumption: employee only about $438,716 at 4% or $292,477 at 6%; with 50% employer match about $292,477 at 4% or $194,985 at 6%; with 100% employer match about $219,358 at 4% or $146,239 at 6%.
202119$5,415,322$138,685$15,409iApproximate average salary by contribution assumption: employee only about $385,236 at 4% or $256,824 at 6%; with 50% employer match about $256,824 at 4% or $171,216 at 6%; with 100% employer match about $192,618 at 4% or $128,412 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$5,415,322$138,685$15,409iApproximate average salary by contribution assumption: employee only about $385,236 at 4% or $256,824 at 6%; with 50% employer match about $256,824 at 4% or $171,216 at 6%; with 100% employer match about $192,618 at 4% or $128,412 at 6%.
202018$4,456,641$133,050$16,631iApproximate average salary by contribution assumption: employee only about $415,781 at 4% or $277,188 at 6%; with 50% employer match about $277,188 at 4% or $184,792 at 6%; with 100% employer match about $207,891 at 4% or $138,594 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-8$4,456,641$133,050$16,631iApproximate average salary by contribution assumption: employee only about $415,781 at 4% or $277,188 at 6%; with 50% employer match about $277,188 at 4% or $184,792 at 6%; with 100% employer match about $207,891 at 4% or $138,594 at 6%.
201918$3,654,088$93,126$11,641iApproximate average salary by contribution assumption: employee only about $291,019 at 4% or $194,013 at 6%; with 50% employer match about $194,013 at 4% or $129,342 at 6%; with 100% employer match about $145,509 at 4% or $97,006 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-8$3,654,088$93,126$11,641iApproximate average salary by contribution assumption: employee only about $291,019 at 4% or $194,013 at 6%; with 50% employer match about $194,013 at 4% or $129,342 at 6%; with 100% employer match about $145,509 at 4% or $97,006 at 6%.
201819$2,919,973$129,500$14,389iApproximate average salary by contribution assumption: employee only about $359,722 at 4% or $239,815 at 6%; with 50% employer match about $239,815 at 4% or $159,877 at 6%; with 100% employer match about $179,861 at 4% or $119,907 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$2,919,973$129,500$14,389iApproximate average salary by contribution assumption: employee only about $359,722 at 4% or $239,815 at 6%; with 50% employer match about $239,815 at 4% or $159,877 at 6%; with 100% employer match about $179,861 at 4% or $119,907 at 6%.
201719$3,000,890$121,067$13,452iApproximate average salary by contribution assumption: employee only about $336,297 at 4% or $224,198 at 6%; with 50% employer match about $224,198 at 4% or $149,465 at 6%; with 100% employer match about $168,149 at 4% or $112,099 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$3,000,890$121,067$13,452iApproximate average salary by contribution assumption: employee only about $336,297 at 4% or $224,198 at 6%; with 50% employer match about $224,198 at 4% or $149,465 at 6%; with 100% employer match about $168,149 at 4% or $112,099 at 6%.
201619$2,423,282$145,070$16,119iApproximate average salary by contribution assumption: employee only about $402,972 at 4% or $268,648 at 6%; with 50% employer match about $268,648 at 4% or $179,099 at 6%; with 100% employer match about $201,486 at 4% or $134,324 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$2,423,282$145,070$16,119iApproximate average salary by contribution assumption: employee only about $402,972 at 4% or $268,648 at 6%; with 50% employer match about $268,648 at 4% or $179,099 at 6%; with 100% employer match about $201,486 at 4% or $134,324 at 6%.
201519$2,104,509$114,042$12,671iApproximate average salary by contribution assumption: employee only about $316,783 at 4% or $211,189 at 6%; with 50% employer match about $211,189 at 4% or $140,793 at 6%; with 100% employer match about $158,392 at 4% or $105,594 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$2,104,509$114,042$12,671iApproximate average salary by contribution assumption: employee only about $316,783 at 4% or $211,189 at 6%; with 50% employer match about $211,189 at 4% or $140,793 at 6%; with 100% employer match about $158,392 at 4% or $105,594 at 6%.
201419$2,465,055$128,533$14,281iApproximate average salary by contribution assumption: employee only about $357,036 at 4% or $238,024 at 6%; with 50% employer match about $238,024 at 4% or $158,683 at 6%; with 100% employer match about $178,518 at 4% or $119,012 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$2,465,055$128,533$14,281iApproximate average salary by contribution assumption: employee only about $357,036 at 4% or $238,024 at 6%; with 50% employer match about $238,024 at 4% or $158,683 at 6%; with 100% employer match about $178,518 at 4% or $119,012 at 6%.
201319$2,216,411$145,664$16,185iApproximate average salary by contribution assumption: employee only about $404,622 at 4% or $269,748 at 6%; with 50% employer match about $269,748 at 4% or $179,832 at 6%; with 100% employer match about $202,311 at 4% or $134,874 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$2,216,411$145,664$16,185iApproximate average salary by contribution assumption: employee only about $404,622 at 4% or $269,748 at 6%; with 50% employer match about $269,748 at 4% or $179,832 at 6%; with 100% employer match about $202,311 at 4% or $134,874 at 6%.
2012111$1,891,611$141,105$12,828iApproximate average salary by contribution assumption: employee only about $320,693 at 4% or $213,795 at 6%; with 50% employer match about $213,795 at 4% or $142,530 at 6%; with 100% employer match about $160,347 at 4% or $106,898 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-11$1,891,611$141,105$12,828iApproximate average salary by contribution assumption: employee only about $320,693 at 4% or $213,795 at 6%; with 50% employer match about $213,795 at 4% or $142,530 at 6%; with 100% employer match about $160,347 at 4% or $106,898 at 6%.
2011111$2,225,355$146,582$13,326iApproximate average salary by contribution assumption: employee only about $333,141 at 4% or $222,094 at 6%; with 50% employer match about $222,094 at 4% or $148,063 at 6%; with 100% employer match about $166,570 at 4% or $111,047 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-11$2,225,355$146,582$13,326iApproximate average salary by contribution assumption: employee only about $333,141 at 4% or $222,094 at 6%; with 50% employer match about $222,094 at 4% or $148,063 at 6%; with 100% employer match about $166,570 at 4% or $111,047 at 6%.
2010112$2,099,853$186,053$15,504iApproximate average salary by contribution assumption: employee only about $387,610 at 4% or $258,407 at 6%; with 50% employer match about $258,407 at 4% or $172,271 at 6%; with 100% employer match about $193,805 at 4% or $129,203 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-12$2,099,853$186,053$15,504iApproximate average salary by contribution assumption: employee only about $387,610 at 4% or $258,407 at 6%; with 50% employer match about $258,407 at 4% or $172,271 at 6%; with 100% employer match about $193,805 at 4% or $129,203 at 6%.
2009110$1,697,697$206,243$20,624iApproximate average salary by contribution assumption: employee only about $515,608 at 4% or $343,738 at 6%; with 50% employer match about $343,738 at 4% or $229,159 at 6%; with 100% employer match about $257,804 at 4% or $171,869 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-10$1,697,697$206,243$20,624iApproximate average salary by contribution assumption: employee only about $515,608 at 4% or $343,738 at 6%; with 50% employer match about $343,738 at 4% or $229,159 at 6%; with 100% employer match about $257,804 at 4% or $171,869 at 6%.
2008110$2,289,510$196,481$19,648iApproximate average salary by contribution assumption: employee only about $491,202 at 4% or $327,468 at 6%; with 50% employer match about $327,468 at 4% or $218,312 at 6%; with 100% employer match about $245,601 at 4% or $163,734 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-10$2,289,510$196,481$19,648iApproximate average salary by contribution assumption: employee only about $491,202 at 4% or $327,468 at 6%; with 50% employer match about $327,468 at 4% or $218,312 at 6%; with 100% employer match about $245,601 at 4% or $163,734 at 6%.
2007110$2,714,988$196,649$19,665iApproximate average salary by contribution assumption: employee only about $491,623 at 4% or $327,748 at 6%; with 50% employer match about $327,748 at 4% or $218,499 at 6%; with 100% employer match about $245,811 at 4% or $163,874 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-10$2,714,988$196,649$19,665iApproximate average salary by contribution assumption: employee only about $491,623 at 4% or $327,748 at 6%; with 50% employer match about $327,748 at 4% or $218,499 at 6%; with 100% employer match about $245,811 at 4% or $163,874 at 6%.
200619$2,356,357$182,542$20,282iApproximate average salary by contribution assumption: employee only about $507,061 at 4% or $338,041 at 6%; with 50% employer match about $338,041 at 4% or $225,360 at 6%; with 100% employer match about $253,531 at 4% or $169,020 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$2,356,357$182,542$20,282iApproximate average salary by contribution assumption: employee only about $507,061 at 4% or $338,041 at 6%; with 50% employer match about $338,041 at 4% or $225,360 at 6%; with 100% employer match about $253,531 at 4% or $169,020 at 6%.
200519$1,961,918$173,507$19,279iApproximate average salary by contribution assumption: employee only about $481,964 at 4% or $321,309 at 6%; with 50% employer match about $321,309 at 4% or $214,206 at 6%; with 100% employer match about $240,982 at 4% or $160,655 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-9$1,961,918$173,507$19,279iApproximate average salary by contribution assumption: employee only about $481,964 at 4% or $321,309 at 6%; with 50% employer match about $321,309 at 4% or $214,206 at 6%; with 100% employer match about $240,982 at 4% or $160,655 at 6%.
2004110$1,629,596$180,929$18,093iApproximate average salary by contribution assumption: employee only about $452,323 at 4% or $301,548 at 6%; with 50% employer match about $301,548 at 4% or $201,032 at 6%; with 100% employer match about $226,161 at 4% or $150,774 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-10$1,629,596$180,929$18,093iApproximate average salary by contribution assumption: employee only about $452,323 at 4% or $301,548 at 6%; with 50% employer match about $301,548 at 4% or $201,032 at 6%; with 100% employer match about $226,161 at 4% or $150,774 at 6%.
2003110$1,338,633$167,428$16,743iApproximate average salary by contribution assumption: employee only about $418,570 at 4% or $279,047 at 6%; with 50% employer match about $279,047 at 4% or $186,031 at 6%; with 100% employer match about $209,285 at 4% or $139,523 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-10$1,338,633$167,428$16,743iApproximate average salary by contribution assumption: employee only about $418,570 at 4% or $279,047 at 6%; with 50% employer match about $279,047 at 4% or $186,031 at 6%; with 100% employer match about $209,285 at 4% or $139,523 at 6%.
2002110$1,039,250$151,466$15,147iApproximate average salary by contribution assumption: employee only about $378,665 at 4% or $252,443 at 6%; with 50% employer match about $252,443 at 4% or $168,296 at 6%; with 100% employer match about $189,333 at 4% or $126,222 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-10$1,039,250$151,466$15,147iApproximate average salary by contribution assumption: employee only about $378,665 at 4% or $252,443 at 6%; with 50% employer match about $252,443 at 4% or $168,296 at 6%; with 100% employer match about $189,333 at 4% or $126,222 at 6%.
200118$961,228$90,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-8$961,228$90,000$11,250iApproximate average salary by contribution assumption: employee only about $281,250 at 4% or $187,500 at 6%; with 50% employer match about $187,500 at 4% or $125,000 at 6%; with 100% employer match about $140,625 at 4% or $93,750 at 6%.
200017$0$0-
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-7---
199917$849,757$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.
Sundin Associates Inc. 401(K) Profit Sharing Plan and Trust-7$849,757$60,000$8,571iApproximate average salary by contribution assumption: employee only about $214,286 at 4% or $142,857 at 6%; with 50% employer match about $142,857 at 4% or $95,238 at 6%; with 100% employer match about $107,143 at 4% or $71,429 at 6%.