Civic Intelligence

Sommers Financial Group Inc.,

Plan context: Sfg Retirement Plan

EIN 13-3934236 • Tarrytown, NY • 23 filings • 2 plans

303 South BroadwaySuite 103Tarrytown, NY 10591
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$4,150,990

2021 Contributions

$124,305

Historical Graphs

Total Assets Over Time

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

$4,150,990$2,075,495$0199920102020YearValue
$4,150,990Latest year 2020

Participants Over Time

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

740199920102020YearValue
3Latest year 2020

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
202110$0$0-
Sfg Retirement Plan-0$0$0-
202013$4,150,990$124,305$41,435iApproximate average salary by contribution assumption: employee only about $1,035,875 at 4% or $690,583 at 6%; with 50% employer match about $690,583 at 4% or $460,389 at 6%; with 100% employer match about $517,938 at 4% or $345,292 at 6%.
Sfg Retirement Plan-3$4,150,990$124,305$41,435iApproximate average salary by contribution assumption: employee only about $1,035,875 at 4% or $690,583 at 6%; with 50% employer match about $690,583 at 4% or $460,389 at 6%; with 100% employer match about $517,938 at 4% or $345,292 at 6%.
201913$3,411,063$124,839$41,613iApproximate average salary by contribution assumption: employee only about $1,040,325 at 4% or $693,550 at 6%; with 50% employer match about $693,550 at 4% or $462,367 at 6%; with 100% employer match about $520,163 at 4% or $346,775 at 6%.
Sfg Retirement Plan-3$3,411,063$124,839$41,613iApproximate average salary by contribution assumption: employee only about $1,040,325 at 4% or $693,550 at 6%; with 50% employer match about $693,550 at 4% or $462,367 at 6%; with 100% employer match about $520,163 at 4% or $346,775 at 6%.
201813$2,606,120$123,098$41,033iApproximate average salary by contribution assumption: employee only about $1,025,817 at 4% or $683,878 at 6%; with 50% employer match about $683,878 at 4% or $455,919 at 6%; with 100% employer match about $512,908 at 4% or $341,939 at 6%.
Sfg Retirement Plan-3$2,606,120$123,098$41,033iApproximate average salary by contribution assumption: employee only about $1,025,817 at 4% or $683,878 at 6%; with 50% employer match about $683,878 at 4% or $455,919 at 6%; with 100% employer match about $512,908 at 4% or $341,939 at 6%.
201713$2,741,047$121,747$40,582iApproximate average salary by contribution assumption: employee only about $1,014,558 at 4% or $676,372 at 6%; with 50% employer match about $676,372 at 4% or $450,915 at 6%; with 100% employer match about $507,279 at 4% or $338,186 at 6%.
Sfg Retirement Plan-3$2,741,047$121,747$40,582iApproximate average salary by contribution assumption: employee only about $1,014,558 at 4% or $676,372 at 6%; with 50% employer match about $676,372 at 4% or $450,915 at 6%; with 100% employer match about $507,279 at 4% or $338,186 at 6%.
201613$2,316,760$120,725$40,242iApproximate average salary by contribution assumption: employee only about $1,006,042 at 4% or $670,694 at 6%; with 50% employer match about $670,694 at 4% or $447,130 at 6%; with 100% employer match about $503,021 at 4% or $335,347 at 6%.
Sfg Retirement Plan-3$2,316,760$120,725$40,242iApproximate average salary by contribution assumption: employee only about $1,006,042 at 4% or $670,694 at 6%; with 50% employer match about $670,694 at 4% or $447,130 at 6%; with 100% employer match about $503,021 at 4% or $335,347 at 6%.
201513$1,934,999$115,079$38,360iApproximate average salary by contribution assumption: employee only about $958,992 at 4% or $639,328 at 6%; with 50% employer match about $639,328 at 4% or $426,219 at 6%; with 100% employer match about $479,496 at 4% or $319,664 at 6%.
Sfg Retirement Plan-3$1,934,999$115,079$38,360iApproximate average salary by contribution assumption: employee only about $958,992 at 4% or $639,328 at 6%; with 50% employer match about $639,328 at 4% or $426,219 at 6%; with 100% employer match about $479,496 at 4% or $319,664 at 6%.
201413$1,873,313$113,519$37,840iApproximate average salary by contribution assumption: employee only about $945,992 at 4% or $630,661 at 6%; with 50% employer match about $630,661 at 4% or $420,441 at 6%; with 100% employer match about $472,996 at 4% or $315,331 at 6%.
Sfg Retirement Plan-3$1,873,313$113,519$37,840iApproximate average salary by contribution assumption: employee only about $945,992 at 4% or $630,661 at 6%; with 50% employer match about $630,661 at 4% or $420,441 at 6%; with 100% employer match about $472,996 at 4% or $315,331 at 6%.
201313$1,750,280$110,051$36,684iApproximate average salary by contribution assumption: employee only about $917,092 at 4% or $611,394 at 6%; with 50% employer match about $611,394 at 4% or $407,596 at 6%; with 100% employer match about $458,546 at 4% or $305,697 at 6%.
Sfg Retirement Plan-3$1,750,280$110,051$36,684iApproximate average salary by contribution assumption: employee only about $917,092 at 4% or $611,394 at 6%; with 50% employer match about $611,394 at 4% or $407,596 at 6%; with 100% employer match about $458,546 at 4% or $305,697 at 6%.
201213$1,468,706$106,839$35,613iApproximate average salary by contribution assumption: employee only about $890,325 at 4% or $593,550 at 6%; with 50% employer match about $593,550 at 4% or $395,700 at 6%; with 100% employer match about $445,163 at 4% or $296,775 at 6%.
Sfg Retirement Plan-3$1,468,706$106,839$35,613iApproximate average salary by contribution assumption: employee only about $890,325 at 4% or $593,550 at 6%; with 50% employer match about $593,550 at 4% or $395,700 at 6%; with 100% employer match about $445,163 at 4% or $296,775 at 6%.
201115$1,251,755$98,000$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
Sfg Retirement Plan-5$1,251,755$98,000$19,600iApproximate average salary by contribution assumption: employee only about $490,000 at 4% or $326,667 at 6%; with 50% employer match about $326,667 at 4% or $217,778 at 6%; with 100% employer match about $245,000 at 4% or $163,333 at 6%.
201014$1,170,100$102,718$25,680iApproximate average salary by contribution assumption: employee only about $641,988 at 4% or $427,992 at 6%; with 50% employer match about $427,992 at 4% or $285,328 at 6%; with 100% employer match about $320,994 at 4% or $213,996 at 6%.
Sfg Retirement Plan-4$1,170,100$102,718$25,680iApproximate average salary by contribution assumption: employee only about $641,988 at 4% or $427,992 at 6%; with 50% employer match about $427,992 at 4% or $285,328 at 6%; with 100% employer match about $320,994 at 4% or $213,996 at 6%.
200917$990,190$105,769$15,110iApproximate average salary by contribution assumption: employee only about $377,746 at 4% or $251,831 at 6%; with 50% employer match about $251,831 at 4% or $167,887 at 6%; with 100% employer match about $188,873 at 4% or $125,915 at 6%.
Sfg Retirement Plan-7$990,190$105,769$15,110iApproximate average salary by contribution assumption: employee only about $377,746 at 4% or $251,831 at 6%; with 50% employer match about $251,831 at 4% or $167,887 at 6%; with 100% employer match about $188,873 at 4% or $125,915 at 6%.
200816$726,011$99,432$16,572iApproximate average salary by contribution assumption: employee only about $414,300 at 4% or $276,200 at 6%; with 50% employer match about $276,200 at 4% or $184,133 at 6%; with 100% employer match about $207,150 at 4% or $138,100 at 6%.
Sfg Retirement Plan-6$726,011$99,432$16,572iApproximate average salary by contribution assumption: employee only about $414,300 at 4% or $276,200 at 6%; with 50% employer match about $276,200 at 4% or $184,133 at 6%; with 100% employer match about $207,150 at 4% or $138,100 at 6%.
200715$986,365$103,142$20,628iApproximate average salary by contribution assumption: employee only about $515,710 at 4% or $343,807 at 6%; with 50% employer match about $343,807 at 4% or $229,204 at 6%; with 100% employer match about $257,855 at 4% or $171,903 at 6%.
Sfg Retirement Plan-5$986,365$103,142$20,628iApproximate average salary by contribution assumption: employee only about $515,710 at 4% or $343,807 at 6%; with 50% employer match about $343,807 at 4% or $229,204 at 6%; with 100% employer match about $257,855 at 4% or $171,903 at 6%.
200615$824,739$100,677$20,135iApproximate average salary by contribution assumption: employee only about $503,385 at 4% or $335,590 at 6%; with 50% employer match about $335,590 at 4% or $223,727 at 6%; with 100% employer match about $251,693 at 4% or $167,795 at 6%.
Sfg Retirement Plan-5$824,739$100,677$20,135iApproximate average salary by contribution assumption: employee only about $503,385 at 4% or $335,590 at 6%; with 50% employer match about $335,590 at 4% or $223,727 at 6%; with 100% employer match about $251,693 at 4% or $167,795 at 6%.
200515$637,488$93,832$18,766iApproximate average salary by contribution assumption: employee only about $469,160 at 4% or $312,773 at 6%; with 50% employer match about $312,773 at 4% or $208,516 at 6%; with 100% employer match about $234,580 at 4% or $156,387 at 6%.
Sfg Retirement Plan-5$637,488$93,832$18,766iApproximate average salary by contribution assumption: employee only about $469,160 at 4% or $312,773 at 6%; with 50% employer match about $312,773 at 4% or $208,516 at 6%; with 100% employer match about $234,580 at 4% or $156,387 at 6%.
200416$606,246$95,460$15,910iApproximate average salary by contribution assumption: employee only about $397,750 at 4% or $265,167 at 6%; with 50% employer match about $265,167 at 4% or $176,778 at 6%; with 100% employer match about $198,875 at 4% or $132,583 at 6%.
Sfg Retirement Plan-6$606,246$95,460$15,910iApproximate average salary by contribution assumption: employee only about $397,750 at 4% or $265,167 at 6%; with 50% employer match about $265,167 at 4% or $176,778 at 6%; with 100% employer match about $198,875 at 4% or $132,583 at 6%.
200316$517,612$92,354$15,392iApproximate average salary by contribution assumption: employee only about $384,808 at 4% or $256,539 at 6%; with 50% employer match about $256,539 at 4% or $171,026 at 6%; with 100% employer match about $192,404 at 4% or $128,269 at 6%.
Sfg Retirement Plan-6$517,612$92,354$15,392iApproximate average salary by contribution assumption: employee only about $384,808 at 4% or $256,539 at 6%; with 50% employer match about $256,539 at 4% or $171,026 at 6%; with 100% employer match about $192,404 at 4% or $128,269 at 6%.
200216$320,250$86,166$14,361iApproximate average salary by contribution assumption: employee only about $359,025 at 4% or $239,350 at 6%; with 50% employer match about $239,350 at 4% or $159,567 at 6%; with 100% employer match about $179,513 at 4% or $119,675 at 6%.
Sfg Retirement Plan-6$320,250$86,166$14,361iApproximate average salary by contribution assumption: employee only about $359,025 at 4% or $239,350 at 6%; with 50% employer match about $239,350 at 4% or $159,567 at 6%; with 100% employer match about $179,513 at 4% or $119,675 at 6%.
200115$0$0-
Sfg Retirement Plan-5---
200014$305,830$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
SFG RETIREMENT PLAN-4$305,830$30,000$7,500iApproximate average salary by contribution assumption: employee only about $187,500 at 4% or $125,000 at 6%; with 50% employer match about $125,000 at 4% or $83,333 at 6%; with 100% employer match about $93,750 at 4% or $62,500 at 6%.
199915$108,764$32,381$6,476iApproximate average salary by contribution assumption: employee only about $161,905 at 4% or $107,937 at 6%; with 50% employer match about $107,937 at 4% or $71,958 at 6%; with 100% employer match about $80,953 at 4% or $53,968 at 6%.
Sfg Retirement Plan-5$108,764$32,381$6,476iApproximate average salary by contribution assumption: employee only about $161,905 at 4% or $107,937 at 6%; with 50% employer match about $107,937 at 4% or $71,958 at 6%; with 100% employer match about $80,953 at 4% or $53,968 at 6%.