Civic Intelligence

Sumner & Sumner Inc.

Plan context: Sumner & Sumner Inc. Money Purchase Pension Plan

EIN 06-6125443 • 9 filings • 1 plans

Current Snapshot

Latest Year

2007

2007 Participants

7

2007 Assets

$1,267,449

2007 Contributions

$60,397

Historical Graphs

Total Assets Over Time

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

$5,626,255$2,813,128$0199920032007YearValue
$1,267,449Latest year 2007

Participants Over Time

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

1050199920032007YearValue
7Latest year 2007

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
200717$1,267,449$60,397$8,628iApproximate average salary by contribution assumption: employee only about $215,704 at 4% or $143,802 at 6%; with 50% employer match about $143,802 at 4% or $95,868 at 6%; with 100% employer match about $107,852 at 4% or $71,901 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-7$1,267,449$60,397$8,628iApproximate average salary by contribution assumption: employee only about $215,704 at 4% or $143,802 at 6%; with 50% employer match about $143,802 at 4% or $95,868 at 6%; with 100% employer match about $107,852 at 4% or $71,901 at 6%.
200618$2,167,480$68,207$8,526iApproximate average salary by contribution assumption: employee only about $213,147 at 4% or $142,098 at 6%; with 50% employer match about $142,098 at 4% or $94,732 at 6%; with 100% employer match about $106,573 at 4% or $71,049 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-8$2,167,480$68,207$8,526iApproximate average salary by contribution assumption: employee only about $213,147 at 4% or $142,098 at 6%; with 50% employer match about $142,098 at 4% or $94,732 at 6%; with 100% employer match about $106,573 at 4% or $71,049 at 6%.
200518$2,026,809$53,848$6,731iApproximate average salary by contribution assumption: employee only about $168,275 at 4% or $112,183 at 6%; with 50% employer match about $112,183 at 4% or $74,789 at 6%; with 100% employer match about $84,138 at 4% or $56,092 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-8$2,026,809$53,848$6,731iApproximate average salary by contribution assumption: employee only about $168,275 at 4% or $112,183 at 6%; with 50% employer match about $112,183 at 4% or $74,789 at 6%; with 100% employer match about $84,138 at 4% or $56,092 at 6%.
200419$3,420,341$62,504$6,945iApproximate average salary by contribution assumption: employee only about $173,622 at 4% or $115,748 at 6%; with 50% employer match about $115,748 at 4% or $77,165 at 6%; with 100% employer match about $86,811 at 4% or $57,874 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-9$3,420,341$62,504$6,945iApproximate average salary by contribution assumption: employee only about $173,622 at 4% or $115,748 at 6%; with 50% employer match about $115,748 at 4% or $77,165 at 6%; with 100% employer match about $86,811 at 4% or $57,874 at 6%.
200319$3,159,874$83,256$9,251iApproximate average salary by contribution assumption: employee only about $231,267 at 4% or $154,178 at 6%; with 50% employer match about $154,178 at 4% or $102,785 at 6%; with 100% employer match about $115,633 at 4% or $77,089 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-9$3,159,874$83,256$9,251iApproximate average salary by contribution assumption: employee only about $231,267 at 4% or $154,178 at 6%; with 50% employer match about $154,178 at 4% or $102,785 at 6%; with 100% employer match about $115,633 at 4% or $77,089 at 6%.
200219$2,651,408$77,625$8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-9$2,651,408$77,625$8,625iApproximate average salary by contribution assumption: employee only about $215,625 at 4% or $143,750 at 6%; with 50% employer match about $143,750 at 4% or $95,833 at 6%; with 100% employer match about $107,813 at 4% or $71,875 at 6%.
200118$3,528,307$69,017$8,627iApproximate average salary by contribution assumption: employee only about $215,678 at 4% or $143,785 at 6%; with 50% employer match about $143,785 at 4% or $95,857 at 6%; with 100% employer match about $107,839 at 4% or $71,893 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-8$3,528,307$69,017$8,627iApproximate average salary by contribution assumption: employee only about $215,678 at 4% or $143,785 at 6%; with 50% employer match about $143,785 at 4% or $95,857 at 6%; with 100% employer match about $107,839 at 4% or $71,893 at 6%.
200018$3,939,182$52,238$6,530iApproximate average salary by contribution assumption: employee only about $163,244 at 4% or $108,829 at 6%; with 50% employer match about $108,829 at 4% or $72,553 at 6%; with 100% employer match about $81,622 at 4% or $54,415 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-8$3,939,182$52,238$6,530iApproximate average salary by contribution assumption: employee only about $163,244 at 4% or $108,829 at 6%; with 50% employer match about $108,829 at 4% or $72,553 at 6%; with 100% employer match about $81,622 at 4% or $54,415 at 6%.
1999110$5,626,255$84,186$8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%.
Sumner & Sumner Inc. Money Purchase Pension Plan-10$5,626,255$84,186$8,419iApproximate average salary by contribution assumption: employee only about $210,465 at 4% or $140,310 at 6%; with 50% employer match about $140,310 at 4% or $93,540 at 6%; with 100% employer match about $105,233 at 4% or $70,155 at 6%.