Civic Intelligence

Slocum Gordon & Co.

Plan context: Slocum Gordon & Co Sbs Prototype 401K Plan

EIN 05-0377294 • Newport, RI • 25 filings • 5 plans

39 Mill StreetNewport, RI 02840
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$2,878,510

2024 Contributions

$13,792

Historical Graphs

Total Assets Over Time

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

$3,037,819$1,518,910$0199920142024YearValue
$2,878,510Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest year 2024

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
202416$2,878,510$13,792$2,299iApproximate average salary by contribution assumption: employee only about $57,467 at 4% or $38,311 at 6%; with 50% employer match about $38,311 at 4% or $25,541 at 6%; with 100% employer match about $28,733 at 4% or $19,156 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,878,510$13,792$2,299iApproximate average salary by contribution assumption: employee only about $57,467 at 4% or $38,311 at 6%; with 50% employer match about $38,311 at 4% or $25,541 at 6%; with 100% employer match about $28,733 at 4% or $19,156 at 6%.
202315$2,697,788$38,874$7,775iApproximate average salary by contribution assumption: employee only about $194,370 at 4% or $129,580 at 6%; with 50% employer match about $129,580 at 4% or $86,387 at 6%; with 100% employer match about $97,185 at 4% or $64,790 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-5$2,697,788$38,874$7,775iApproximate average salary by contribution assumption: employee only about $194,370 at 4% or $129,580 at 6%; with 50% employer match about $129,580 at 4% or $86,387 at 6%; with 100% employer match about $97,185 at 4% or $64,790 at 6%.
202216$2,557,562$35,301$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,058 at 6%; with 50% employer match about $98,058 at 4% or $65,372 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,557,562$35,301$5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,058 at 6%; with 50% employer match about $98,058 at 4% or $65,372 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%.
202116$2,857,983$49,342$8,224iApproximate average salary by contribution assumption: employee only about $205,592 at 4% or $137,061 at 6%; with 50% employer match about $137,061 at 4% or $91,374 at 6%; with 100% employer match about $102,796 at 4% or $68,531 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,857,983$49,342$8,224iApproximate average salary by contribution assumption: employee only about $205,592 at 4% or $137,061 at 6%; with 50% employer match about $137,061 at 4% or $91,374 at 6%; with 100% employer match about $102,796 at 4% or $68,531 at 6%.
202016$2,494,292$22,961$3,827iApproximate average salary by contribution assumption: employee only about $95,671 at 4% or $63,781 at 6%; with 50% employer match about $63,781 at 4% or $42,520 at 6%; with 100% employer match about $47,835 at 4% or $31,890 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,494,292$22,961$3,827iApproximate average salary by contribution assumption: employee only about $95,671 at 4% or $63,781 at 6%; with 50% employer match about $63,781 at 4% or $42,520 at 6%; with 100% employer match about $47,835 at 4% or $31,890 at 6%.
201916$2,539,380$22,026$3,671iApproximate average salary by contribution assumption: employee only about $91,775 at 4% or $61,183 at 6%; with 50% employer match about $61,183 at 4% or $40,789 at 6%; with 100% employer match about $45,888 at 4% or $30,592 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,539,380$22,026$3,671iApproximate average salary by contribution assumption: employee only about $91,775 at 4% or $61,183 at 6%; with 50% employer match about $61,183 at 4% or $40,789 at 6%; with 100% employer match about $45,888 at 4% or $30,592 at 6%.
201816$2,282,867$235,031$39,172iApproximate average salary by contribution assumption: employee only about $979,296 at 4% or $652,864 at 6%; with 50% employer match about $652,864 at 4% or $435,243 at 6%; with 100% employer match about $489,648 at 4% or $326,432 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,282,867$235,031$39,172iApproximate average salary by contribution assumption: employee only about $979,296 at 4% or $652,864 at 6%; with 50% employer match about $652,864 at 4% or $435,243 at 6%; with 100% employer match about $489,648 at 4% or $326,432 at 6%.
201716$2,183,053$236,120$39,353iApproximate average salary by contribution assumption: employee only about $983,833 at 4% or $655,889 at 6%; with 50% employer match about $655,889 at 4% or $437,259 at 6%; with 100% employer match about $491,917 at 4% or $327,944 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,183,053$236,120$39,353iApproximate average salary by contribution assumption: employee only about $983,833 at 4% or $655,889 at 6%; with 50% employer match about $655,889 at 4% or $437,259 at 6%; with 100% employer match about $491,917 at 4% or $327,944 at 6%.
201617$3,037,819$254,887$36,412iApproximate average salary by contribution assumption: employee only about $910,311 at 4% or $606,874 at 6%; with 50% employer match about $606,874 at 4% or $404,583 at 6%; with 100% employer match about $455,155 at 4% or $303,437 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-7$3,037,819$254,887$36,412iApproximate average salary by contribution assumption: employee only about $910,311 at 4% or $606,874 at 6%; with 50% employer match about $606,874 at 4% or $404,583 at 6%; with 100% employer match about $455,155 at 4% or $303,437 at 6%.
201516$2,493,110$258,371$43,062iApproximate average salary by contribution assumption: employee only about $1,076,546 at 4% or $717,697 at 6%; with 50% employer match about $717,697 at 4% or $478,465 at 6%; with 100% employer match about $538,273 at 4% or $358,849 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,493,110$258,371$43,062iApproximate average salary by contribution assumption: employee only about $1,076,546 at 4% or $717,697 at 6%; with 50% employer match about $717,697 at 4% or $478,465 at 6%; with 100% employer match about $538,273 at 4% or $358,849 at 6%.
201416$2,279,554$250,023$41,671iApproximate average salary by contribution assumption: employee only about $1,041,763 at 4% or $694,508 at 6%; with 50% employer match about $694,508 at 4% or $463,006 at 6%; with 100% employer match about $520,881 at 4% or $347,254 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$2,279,554$250,023$41,671iApproximate average salary by contribution assumption: employee only about $1,041,763 at 4% or $694,508 at 6%; with 50% employer match about $694,508 at 4% or $463,006 at 6%; with 100% employer match about $520,881 at 4% or $347,254 at 6%.
201316$1,932,413$237,651$39,609iApproximate average salary by contribution assumption: employee only about $990,213 at 4% or $660,142 at 6%; with 50% employer match about $660,142 at 4% or $440,094 at 6%; with 100% employer match about $495,106 at 4% or $330,071 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$1,932,413$237,651$39,609iApproximate average salary by contribution assumption: employee only about $990,213 at 4% or $660,142 at 6%; with 50% employer match about $660,142 at 4% or $440,094 at 6%; with 100% employer match about $495,106 at 4% or $330,071 at 6%.
201216$1,483,281$220,297$36,716iApproximate average salary by contribution assumption: employee only about $917,904 at 4% or $611,936 at 6%; with 50% employer match about $611,936 at 4% or $407,957 at 6%; with 100% employer match about $458,952 at 4% or $305,968 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$1,483,281$220,297$36,716iApproximate average salary by contribution assumption: employee only about $917,904 at 4% or $611,936 at 6%; with 50% employer match about $611,936 at 4% or $407,957 at 6%; with 100% employer match about $458,952 at 4% or $305,968 at 6%.
201116$1,157,023$10,344$1,724iApproximate average salary by contribution assumption: employee only about $43,100 at 4% or $28,733 at 6%; with 50% employer match about $28,733 at 4% or $19,156 at 6%; with 100% employer match about $21,550 at 4% or $14,367 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$1,157,023$10,344$1,724iApproximate average salary by contribution assumption: employee only about $43,100 at 4% or $28,733 at 6%; with 50% employer match about $28,733 at 4% or $19,156 at 6%; with 100% employer match about $21,550 at 4% or $14,367 at 6%.
201017$1,246,358$14,674$2,096iApproximate average salary by contribution assumption: employee only about $52,407 at 4% or $34,938 at 6%; with 50% employer match about $34,938 at 4% or $23,292 at 6%; with 100% employer match about $26,204 at 4% or $17,469 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-7$1,246,358$14,674$2,096iApproximate average salary by contribution assumption: employee only about $52,407 at 4% or $34,938 at 6%; with 50% employer match about $34,938 at 4% or $23,292 at 6%; with 100% employer match about $26,204 at 4% or $17,469 at 6%.
200917$1,153,716$11,120$1,589iApproximate average salary by contribution assumption: employee only about $39,714 at 4% or $26,476 at 6%; with 50% employer match about $26,476 at 4% or $17,651 at 6%; with 100% employer match about $19,857 at 4% or $13,238 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-7$1,153,716$11,120$1,589iApproximate average salary by contribution assumption: employee only about $39,714 at 4% or $26,476 at 6%; with 50% employer match about $26,476 at 4% or $17,651 at 6%; with 100% employer match about $19,857 at 4% or $13,238 at 6%.
200817$0$0-
Slocum Gordon & Co Sbs Prototype 401K Plan-7---
200717$0$0-
Slocum Gordon & Co Sbs Prototype 401K Plan-7---
200616$732,850$157,392$26,232iApproximate average salary by contribution assumption: employee only about $655,800 at 4% or $437,200 at 6%; with 50% employer match about $437,200 at 4% or $291,467 at 6%; with 100% employer match about $327,900 at 4% or $218,600 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$732,850$157,392$26,232iApproximate average salary by contribution assumption: employee only about $655,800 at 4% or $437,200 at 6%; with 50% employer match about $437,200 at 4% or $291,467 at 6%; with 100% employer match about $327,900 at 4% or $218,600 at 6%.
200515$554,848$46,379$9,276iApproximate average salary by contribution assumption: employee only about $231,895 at 4% or $154,597 at 6%; with 50% employer match about $154,597 at 4% or $103,064 at 6%; with 100% employer match about $115,947 at 4% or $77,298 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-5$554,848$46,379$9,276iApproximate average salary by contribution assumption: employee only about $231,895 at 4% or $154,597 at 6%; with 50% employer match about $154,597 at 4% or $103,064 at 6%; with 100% employer match about $115,947 at 4% or $77,298 at 6%.
200415$738,365$3,259$652iApproximate average salary by contribution assumption: employee only about $16,295 at 4% or $10,863 at 6%; with 50% employer match about $10,863 at 4% or $7,242 at 6%; with 100% employer match about $8,147 at 4% or $5,432 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-5$738,365$3,259$652iApproximate average salary by contribution assumption: employee only about $16,295 at 4% or $10,863 at 6%; with 50% employer match about $10,863 at 4% or $7,242 at 6%; with 100% employer match about $8,147 at 4% or $5,432 at 6%.
200315$688,459$2,932$586iApproximate average salary by contribution assumption: employee only about $14,660 at 4% or $9,773 at 6%; with 50% employer match about $9,773 at 4% or $6,516 at 6%; with 100% employer match about $7,330 at 4% or $4,887 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-5$688,459$2,932$586iApproximate average salary by contribution assumption: employee only about $14,660 at 4% or $9,773 at 6%; with 50% employer match about $9,773 at 4% or $6,516 at 6%; with 100% employer match about $7,330 at 4% or $4,887 at 6%.
200115$0$0-
Slocum Gordon & Co Sbs Prototype 401K Plan-5---
200015$746,451$84,097$16,819iApproximate average salary by contribution assumption: employee only about $420,485 at 4% or $280,323 at 6%; with 50% employer match about $280,323 at 4% or $186,882 at 6%; with 100% employer match about $210,243 at 4% or $140,162 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-5$746,451$84,097$16,819iApproximate average salary by contribution assumption: employee only about $420,485 at 4% or $280,323 at 6%; with 50% employer match about $280,323 at 4% or $186,882 at 6%; with 100% employer match about $210,243 at 4% or $140,162 at 6%.
199916$681,425$92,171$15,362iApproximate average salary by contribution assumption: employee only about $384,046 at 4% or $256,031 at 6%; with 50% employer match about $256,031 at 4% or $170,687 at 6%; with 100% employer match about $192,023 at 4% or $128,015 at 6%.
Slocum Gordon & Co Sbs Prototype 401K Plan-6$681,425$92,171$15,362iApproximate average salary by contribution assumption: employee only about $384,046 at 4% or $256,031 at 6%; with 50% employer match about $256,031 at 4% or $170,687 at 6%; with 100% employer match about $192,023 at 4% or $128,015 at 6%.