Civic Intelligence

Sumner & Sumner Inc.

Plan context: Sumner & Sumner Inc. 401(K) Plan

EIN 06-0744663 • Willimantic, CT • 16 filings • 3 plans

757 Main StreetWillimantic, CT 06226-2503
Current Snapshot

Latest Year

2022

2022 Participants

17

2022 Assets

$1,107,985

2022 Contributions

$84,309

Historical Graphs

Total Assets Over Time

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

$1,236,345$618,173$0200820152021YearValue
$1,107,985Latest year 2021

Participants Over Time

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

1890200820152021YearValue
17Latest year 2021

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
202210$0$0-
Sumner & Sumner Inc. 401(K) Plan-0$0$0-
2021117$1,107,985$84,309$4,959iApproximate average salary by contribution assumption: employee only about $123,984 at 4% or $82,656 at 6%; with 50% employer match about $82,656 at 4% or $55,104 at 6%; with 100% employer match about $61,992 at 4% or $41,328 at 6%.
Sumner & Sumner Inc. 401(K) Plan-17$1,107,985$84,309$4,959iApproximate average salary by contribution assumption: employee only about $123,984 at 4% or $82,656 at 6%; with 50% employer match about $82,656 at 4% or $55,104 at 6%; with 100% employer match about $61,992 at 4% or $41,328 at 6%.
2020117$918,467$94,530$5,561iApproximate average salary by contribution assumption: employee only about $139,015 at 4% or $92,676 at 6%; with 50% employer match about $92,676 at 4% or $61,784 at 6%; with 100% employer match about $69,507 at 4% or $46,338 at 6%.
Sumner & Sumner Inc. 401(K) Plan-17$918,467$94,530$5,561iApproximate average salary by contribution assumption: employee only about $139,015 at 4% or $92,676 at 6%; with 50% employer match about $92,676 at 4% or $61,784 at 6%; with 100% employer match about $69,507 at 4% or $46,338 at 6%.
2019117$1,193,199$106,634$6,273iApproximate average salary by contribution assumption: employee only about $156,815 at 4% or $104,543 at 6%; with 50% employer match about $104,543 at 4% or $69,695 at 6%; with 100% employer match about $78,407 at 4% or $52,272 at 6%.
Sumner & Sumner Inc. 401(K) Plan-17$1,193,199$106,634$6,273iApproximate average salary by contribution assumption: employee only about $156,815 at 4% or $104,543 at 6%; with 50% employer match about $104,543 at 4% or $69,695 at 6%; with 100% employer match about $78,407 at 4% or $52,272 at 6%.
2018118$894,840$109,542$6,086iApproximate average salary by contribution assumption: employee only about $152,142 at 4% or $101,428 at 6%; with 50% employer match about $101,428 at 4% or $67,619 at 6%; with 100% employer match about $76,071 at 4% or $50,714 at 6%.
Sumner & Sumner Inc. 401(K) Plan-18$894,840$109,542$6,086iApproximate average salary by contribution assumption: employee only about $152,142 at 4% or $101,428 at 6%; with 50% employer match about $101,428 at 4% or $67,619 at 6%; with 100% employer match about $76,071 at 4% or $50,714 at 6%.
2017117$852,284$54,912$3,230iApproximate average salary by contribution assumption: employee only about $80,753 at 4% or $53,835 at 6%; with 50% employer match about $53,835 at 4% or $35,890 at 6%; with 100% employer match about $40,376 at 4% or $26,918 at 6%.
Sumner & Sumner Inc. 401(K) Plan-17$852,284$54,912$3,230iApproximate average salary by contribution assumption: employee only about $80,753 at 4% or $53,835 at 6%; with 50% employer match about $53,835 at 4% or $35,890 at 6%; with 100% employer match about $40,376 at 4% or $26,918 at 6%.
2016116$668,706$55,390$3,462iApproximate average salary by contribution assumption: employee only about $86,547 at 4% or $57,698 at 6%; with 50% employer match about $57,698 at 4% or $38,465 at 6%; with 100% employer match about $43,273 at 4% or $28,849 at 6%.
Sumner & Sumner Inc. 401(K) Plan-16$668,706$55,390$3,462iApproximate average salary by contribution assumption: employee only about $86,547 at 4% or $57,698 at 6%; with 50% employer match about $57,698 at 4% or $38,465 at 6%; with 100% employer match about $43,273 at 4% or $28,849 at 6%.
2015115$691,260$55,890$3,726iApproximate average salary by contribution assumption: employee only about $93,150 at 4% or $62,100 at 6%; with 50% employer match about $62,100 at 4% or $41,400 at 6%; with 100% employer match about $46,575 at 4% or $31,050 at 6%.
Sumner & Sumner Inc. 401(K) Plan-15$691,260$55,890$3,726iApproximate average salary by contribution assumption: employee only about $93,150 at 4% or $62,100 at 6%; with 50% employer match about $62,100 at 4% or $41,400 at 6%; with 100% employer match about $46,575 at 4% or $31,050 at 6%.
2014113$718,894$51,843$3,988iApproximate average salary by contribution assumption: employee only about $99,698 at 4% or $66,465 at 6%; with 50% employer match about $66,465 at 4% or $44,310 at 6%; with 100% employer match about $49,849 at 4% or $33,233 at 6%.
Sumner & Sumner Inc. 401(K) Plan-13$718,894$51,843$3,988iApproximate average salary by contribution assumption: employee only about $99,698 at 4% or $66,465 at 6%; with 50% employer match about $66,465 at 4% or $44,310 at 6%; with 100% employer match about $49,849 at 4% or $33,233 at 6%.
2013110$632,809$52,519$5,252iApproximate average salary by contribution assumption: employee only about $131,298 at 4% or $87,532 at 6%; with 50% employer match about $87,532 at 4% or $58,354 at 6%; with 100% employer match about $65,649 at 4% or $43,766 at 6%.
Sumner & Sumner Inc. 401(K) Plan-10$632,809$52,519$5,252iApproximate average salary by contribution assumption: employee only about $131,298 at 4% or $87,532 at 6%; with 50% employer match about $87,532 at 4% or $58,354 at 6%; with 100% employer match about $65,649 at 4% or $43,766 at 6%.
2012110$586,512$48,637$4,864iApproximate average salary by contribution assumption: employee only about $121,593 at 4% or $81,062 at 6%; with 50% employer match about $81,062 at 4% or $54,041 at 6%; with 100% employer match about $60,796 at 4% or $40,531 at 6%.
Sumner & Sumner Inc. 401(K) Plan-10$586,512$48,637$4,864iApproximate average salary by contribution assumption: employee only about $121,593 at 4% or $81,062 at 6%; with 50% employer match about $81,062 at 4% or $54,041 at 6%; with 100% employer match about $60,796 at 4% or $40,531 at 6%.
2011113$523,144$69,234$5,326iApproximate average salary by contribution assumption: employee only about $133,142 at 4% or $88,762 at 6%; with 50% employer match about $88,762 at 4% or $59,174 at 6%; with 100% employer match about $66,571 at 4% or $44,381 at 6%.
Sumner & Sumner Inc. 401(K) Plan-13$523,144$69,234$5,326iApproximate average salary by contribution assumption: employee only about $133,142 at 4% or $88,762 at 6%; with 50% employer match about $88,762 at 4% or $59,174 at 6%; with 100% employer match about $66,571 at 4% or $44,381 at 6%.
2010113$1,236,345$105,590$8,122iApproximate average salary by contribution assumption: employee only about $203,058 at 4% or $135,372 at 6%; with 50% employer match about $135,372 at 4% or $90,248 at 6%; with 100% employer match about $101,529 at 4% or $67,686 at 6%.
Sumner & Sumner Inc. 401(K) Plan-13$1,236,345$105,590$8,122iApproximate average salary by contribution assumption: employee only about $203,058 at 4% or $135,372 at 6%; with 50% employer match about $135,372 at 4% or $90,248 at 6%; with 100% employer match about $101,529 at 4% or $67,686 at 6%.
200918$1,024,539$118,186$14,773iApproximate average salary by contribution assumption: employee only about $369,331 at 4% or $246,221 at 6%; with 50% employer match about $246,221 at 4% or $164,147 at 6%; with 100% employer match about $184,666 at 4% or $123,110 at 6%.
Sumner & Sumner Inc. 401(K) Plan-8$1,024,539$118,186$14,773iApproximate average salary by contribution assumption: employee only about $369,331 at 4% or $246,221 at 6%; with 50% employer match about $246,221 at 4% or $164,147 at 6%; with 100% employer match about $184,666 at 4% or $123,110 at 6%.
200828$783,232$131,940$16,493iApproximate average salary by contribution assumption: employee only about $412,313 at 4% or $274,875 at 6%; with 50% employer match about $274,875 at 4% or $183,250 at 6%; with 100% employer match about $206,156 at 4% or $137,438 at 6%.
Sumner & Sumner Inc. 401(K) Plan-8$783,232$131,940$16,493iApproximate average salary by contribution assumption: employee only about $412,313 at 4% or $274,875 at 6%; with 50% employer match about $274,875 at 4% or $183,250 at 6%; with 100% employer match about $206,156 at 4% or $137,438 at 6%.
SUMNER & SUMNER, INC. MONEY PURCHASE PENSION PLAN-0---