Sargis Associates Inc.
Plan context: Sargis Associates Inc. 401K Plan
EIN 06-1296115 • Cromwell, CT • 24 filings • 1 plans
Current Snapshot
Latest Year
2024
2024 Participants
53
2024 Assets
$3,400,521
2024 Contributions
$426,396
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 | 1 | 53 | $3,400,521 | $426,396 | $8,045iApproximate average salary by contribution assumption: employee only about $201,130 at 4% or $134,087 at 6%; with 50% employer match about $134,087 at 4% or $89,391 at 6%; with 100% employer match about $100,565 at 4% or $67,043 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 53 | $3,400,521 | $426,396 | $8,045iApproximate average salary by contribution assumption: employee only about $201,130 at 4% or $134,087 at 6%; with 50% employer match about $134,087 at 4% or $89,391 at 6%; with 100% employer match about $100,565 at 4% or $67,043 at 6%. |
| 2023 | 1 | 51 | $3,014,443 | $477,092 | $9,355iApproximate average salary by contribution assumption: employee only about $233,869 at 4% or $155,912 at 6%; with 50% employer match about $155,912 at 4% or $103,942 at 6%; with 100% employer match about $116,934 at 4% or $77,956 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 51 | $3,014,443 | $477,092 | $9,355iApproximate average salary by contribution assumption: employee only about $233,869 at 4% or $155,912 at 6%; with 50% employer match about $155,912 at 4% or $103,942 at 6%; with 100% employer match about $116,934 at 4% or $77,956 at 6%. |
| 2022 | 1 | 49 | $2,242,002 | $400,553 | $8,175iApproximate average salary by contribution assumption: employee only about $204,364 at 4% or $136,243 at 6%; with 50% employer match about $136,243 at 4% or $90,828 at 6%; with 100% employer match about $102,182 at 4% or $68,121 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 49 | $2,242,002 | $400,553 | $8,175iApproximate average salary by contribution assumption: employee only about $204,364 at 4% or $136,243 at 6%; with 50% employer match about $136,243 at 4% or $90,828 at 6%; with 100% employer match about $102,182 at 4% or $68,121 at 6%. |
| 2021 | 1 | 54 | $2,693,782 | $383,297 | $7,098iApproximate average salary by contribution assumption: employee only about $177,452 at 4% or $118,302 at 6%; with 50% employer match about $118,302 at 4% or $78,868 at 6%; with 100% employer match about $88,726 at 4% or $59,151 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 54 | $2,693,782 | $383,297 | $7,098iApproximate average salary by contribution assumption: employee only about $177,452 at 4% or $118,302 at 6%; with 50% employer match about $118,302 at 4% or $78,868 at 6%; with 100% employer match about $88,726 at 4% or $59,151 at 6%. |
| 2020 | 1 | 52 | $2,240,512 | $352,162 | $6,772iApproximate average salary by contribution assumption: employee only about $169,309 at 4% or $112,872 at 6%; with 50% employer match about $112,872 at 4% or $75,248 at 6%; with 100% employer match about $84,654 at 4% or $56,436 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 52 | $2,240,512 | $352,162 | $6,772iApproximate average salary by contribution assumption: employee only about $169,309 at 4% or $112,872 at 6%; with 50% employer match about $112,872 at 4% or $75,248 at 6%; with 100% employer match about $84,654 at 4% or $56,436 at 6%. |
| 2019 | 1 | 58 | $1,984,797 | $361,975 | $6,241iApproximate average salary by contribution assumption: employee only about $156,024 at 4% or $104,016 at 6%; with 50% employer match about $104,016 at 4% or $69,344 at 6%; with 100% employer match about $78,012 at 4% or $52,008 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 58 | $1,984,797 | $361,975 | $6,241iApproximate average salary by contribution assumption: employee only about $156,024 at 4% or $104,016 at 6%; with 50% employer match about $104,016 at 4% or $69,344 at 6%; with 100% employer match about $78,012 at 4% or $52,008 at 6%. |
| 2018 | 1 | 46 | $1,558,871 | $337,002 | $7,326iApproximate average salary by contribution assumption: employee only about $183,153 at 4% or $122,102 at 6%; with 50% employer match about $122,102 at 4% or $81,401 at 6%; with 100% employer match about $91,577 at 4% or $61,051 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 46 | $1,558,871 | $337,002 | $7,326iApproximate average salary by contribution assumption: employee only about $183,153 at 4% or $122,102 at 6%; with 50% employer match about $122,102 at 4% or $81,401 at 6%; with 100% employer match about $91,577 at 4% or $61,051 at 6%. |
| 2017 | 1 | 41 | $1,399,544 | $220,076 | $5,368iApproximate average salary by contribution assumption: employee only about $134,193 at 4% or $89,462 at 6%; with 50% employer match about $89,462 at 4% or $59,641 at 6%; with 100% employer match about $67,096 at 4% or $44,731 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 41 | $1,399,544 | $220,076 | $5,368iApproximate average salary by contribution assumption: employee only about $134,193 at 4% or $89,462 at 6%; with 50% employer match about $89,462 at 4% or $59,641 at 6%; with 100% employer match about $67,096 at 4% or $44,731 at 6%. |
| 2016 | 1 | 42 | $1,148,860 | $222,266 | $5,292iApproximate average salary by contribution assumption: employee only about $132,301 at 4% or $88,201 at 6%; with 50% employer match about $88,201 at 4% or $58,801 at 6%; with 100% employer match about $66,151 at 4% or $44,100 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 42 | $1,148,860 | $222,266 | $5,292iApproximate average salary by contribution assumption: employee only about $132,301 at 4% or $88,201 at 6%; with 50% employer match about $88,201 at 4% or $58,801 at 6%; with 100% employer match about $66,151 at 4% or $44,100 at 6%. |
| 2015 | 1 | 41 | $917,463 | $248,654 | $6,065iApproximate average salary by contribution assumption: employee only about $151,618 at 4% or $101,079 at 6%; with 50% employer match about $101,079 at 4% or $67,386 at 6%; with 100% employer match about $75,809 at 4% or $50,539 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 41 | $917,463 | $248,654 | $6,065iApproximate average salary by contribution assumption: employee only about $151,618 at 4% or $101,079 at 6%; with 50% employer match about $101,079 at 4% or $67,386 at 6%; with 100% employer match about $75,809 at 4% or $50,539 at 6%. |
| 2014 | 1 | 31 | $977,774 | $171,229 | $5,524iApproximate average salary by contribution assumption: employee only about $138,088 at 4% or $92,059 at 6%; with 50% employer match about $92,059 at 4% or $61,372 at 6%; with 100% employer match about $69,044 at 4% or $46,029 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 31 | $977,774 | $171,229 | $5,524iApproximate average salary by contribution assumption: employee only about $138,088 at 4% or $92,059 at 6%; with 50% employer match about $92,059 at 4% or $61,372 at 6%; with 100% employer match about $69,044 at 4% or $46,029 at 6%. |
| 2013 | 1 | 25 | $816,598 | $145,639 | $5,826iApproximate average salary by contribution assumption: employee only about $145,639 at 4% or $97,093 at 6%; with 50% employer match about $97,093 at 4% or $64,728 at 6%; with 100% employer match about $72,820 at 4% or $48,546 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 25 | $816,598 | $145,639 | $5,826iApproximate average salary by contribution assumption: employee only about $145,639 at 4% or $97,093 at 6%; with 50% employer match about $97,093 at 4% or $64,728 at 6%; with 100% employer match about $72,820 at 4% or $48,546 at 6%. |
| 2012 | 1 | 19 | $569,027 | $144,863 | $7,624iApproximate average salary by contribution assumption: employee only about $190,609 at 4% or $127,073 at 6%; with 50% employer match about $127,073 at 4% or $84,715 at 6%; with 100% employer match about $95,305 at 4% or $63,536 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 19 | $569,027 | $144,863 | $7,624iApproximate average salary by contribution assumption: employee only about $190,609 at 4% or $127,073 at 6%; with 50% employer match about $127,073 at 4% or $84,715 at 6%; with 100% employer match about $95,305 at 4% or $63,536 at 6%. |
| 2011 | 1 | 19 | $460,890 | $117,815 | $6,201iApproximate average salary by contribution assumption: employee only about $155,020 at 4% or $103,346 at 6%; with 50% employer match about $103,346 at 4% or $68,898 at 6%; with 100% employer match about $77,510 at 4% or $51,673 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 19 | $460,890 | $117,815 | $6,201iApproximate average salary by contribution assumption: employee only about $155,020 at 4% or $103,346 at 6%; with 50% employer match about $103,346 at 4% or $68,898 at 6%; with 100% employer match about $77,510 at 4% or $51,673 at 6%. |
| 2010 | 1 | 15 | $373,027 | $85,237 | $5,682iApproximate average salary by contribution assumption: employee only about $142,062 at 4% or $94,708 at 6%; with 50% employer match about $94,708 at 4% or $63,139 at 6%; with 100% employer match about $71,031 at 4% or $47,354 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 15 | $373,027 | $85,237 | $5,682iApproximate average salary by contribution assumption: employee only about $142,062 at 4% or $94,708 at 6%; with 50% employer match about $94,708 at 4% or $63,139 at 6%; with 100% employer match about $71,031 at 4% or $47,354 at 6%. |
| 2009 | 1 | 44 | $345,388 | $77,148 | $1,753iApproximate average salary by contribution assumption: employee only about $43,834 at 4% or $29,223 at 6%; with 50% employer match about $29,223 at 4% or $19,482 at 6%; with 100% employer match about $21,917 at 4% or $14,611 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 44 | $345,388 | $77,148 | $1,753iApproximate average salary by contribution assumption: employee only about $43,834 at 4% or $29,223 at 6%; with 50% employer match about $29,223 at 4% or $19,482 at 6%; with 100% employer match about $21,917 at 4% or $14,611 at 6%. |
| 2008 | 1 | 44 | $240,070 | $71,808 | $1,632iApproximate average salary by contribution assumption: employee only about $40,800 at 4% or $27,200 at 6%; with 50% employer match about $27,200 at 4% or $18,133 at 6%; with 100% employer match about $20,400 at 4% or $13,600 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 44 | $240,070 | $71,808 | $1,632iApproximate average salary by contribution assumption: employee only about $40,800 at 4% or $27,200 at 6%; with 50% employer match about $27,200 at 4% or $18,133 at 6%; with 100% employer match about $20,400 at 4% or $13,600 at 6%. |
| 2007 | 1 | 41 | $285,909 | $60,110 | $1,466iApproximate average salary by contribution assumption: employee only about $36,652 at 4% or $24,435 at 6%; with 50% employer match about $24,435 at 4% or $16,290 at 6%; with 100% employer match about $18,326 at 4% or $12,217 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 41 | $285,909 | $60,110 | $1,466iApproximate average salary by contribution assumption: employee only about $36,652 at 4% or $24,435 at 6%; with 50% employer match about $24,435 at 4% or $16,290 at 6%; with 100% employer match about $18,326 at 4% or $12,217 at 6%. |
| 2006 | 1 | 34 | $248,461 | $57,236 | $1,683iApproximate average salary by contribution assumption: employee only about $42,085 at 4% or $28,057 at 6%; with 50% employer match about $28,057 at 4% or $18,705 at 6%; with 100% employer match about $21,043 at 4% or $14,028 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 34 | $248,461 | $57,236 | $1,683iApproximate average salary by contribution assumption: employee only about $42,085 at 4% or $28,057 at 6%; with 50% employer match about $28,057 at 4% or $18,705 at 6%; with 100% employer match about $21,043 at 4% or $14,028 at 6%. |
| 2005 | 1 | 34 | $186,010 | $52,804 | $1,553iApproximate average salary by contribution assumption: employee only about $38,826 at 4% or $25,884 at 6%; with 50% employer match about $25,884 at 4% or $17,256 at 6%; with 100% employer match about $19,413 at 4% or $12,942 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 34 | $186,010 | $52,804 | $1,553iApproximate average salary by contribution assumption: employee only about $38,826 at 4% or $25,884 at 6%; with 50% employer match about $25,884 at 4% or $17,256 at 6%; with 100% employer match about $19,413 at 4% or $12,942 at 6%. |
| 2004 | 1 | 27 | $152,556 | $47,389 | $1,755iApproximate average salary by contribution assumption: employee only about $43,879 at 4% or $29,252 at 6%; with 50% employer match about $29,252 at 4% or $19,502 at 6%; with 100% employer match about $21,939 at 4% or $14,626 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 27 | $152,556 | $47,389 | $1,755iApproximate average salary by contribution assumption: employee only about $43,879 at 4% or $29,252 at 6%; with 50% employer match about $29,252 at 4% or $19,502 at 6%; with 100% employer match about $21,939 at 4% or $14,626 at 6%. |
| 2003 | 1 | 23 | $97,481 | $37,728 | $1,640iApproximate average salary by contribution assumption: employee only about $41,009 at 4% or $27,339 at 6%; with 50% employer match about $27,339 at 4% or $18,226 at 6%; with 100% employer match about $20,504 at 4% or $13,670 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 23 | $97,481 | $37,728 | $1,640iApproximate average salary by contribution assumption: employee only about $41,009 at 4% or $27,339 at 6%; with 50% employer match about $27,339 at 4% or $18,226 at 6%; with 100% employer match about $20,504 at 4% or $13,670 at 6%. |
| 2002 | 1 | 32 | $50,183 | $34,734 | $1,085iApproximate average salary by contribution assumption: employee only about $27,136 at 4% or $18,091 at 6%; with 50% employer match about $18,091 at 4% or $12,060 at 6%; with 100% employer match about $13,568 at 4% or $9,045 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 32 | $50,183 | $34,734 | $1,085iApproximate average salary by contribution assumption: employee only about $27,136 at 4% or $18,091 at 6%; with 50% employer match about $18,091 at 4% or $12,060 at 6%; with 100% employer match about $13,568 at 4% or $9,045 at 6%. |
| 2001 | 1 | 45 | $22,629 | $23,129 | $514iApproximate average salary by contribution assumption: employee only about $12,849 at 4% or $8,566 at 6%; with 50% employer match about $8,566 at 4% or $5,711 at 6%; with 100% employer match about $6,425 at 4% or $4,283 at 6%. |
| Sargis Associates Inc. 401K Plan | - | 45 | $22,629 | $23,129 | $514iApproximate average salary by contribution assumption: employee only about $12,849 at 4% or $8,566 at 6%; with 50% employer match about $8,566 at 4% or $5,711 at 6%; with 100% employer match about $6,425 at 4% or $4,283 at 6%. |