Civic Intelligence

Sanderson Wealth Management LLC

Plan context: Sanderson Wealth Management LLC 401(K) Savings Plan

EIN 16-1605380 • Buffalo, NY • 61 filings • 5 plans

50 Fountain Plaza, Suite 750Buffalo, NY 14202
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$9,940,041

2024 Contributions

$674,795

Historical Graphs

Total Assets Over Time

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

$9,940,041$4,970,021$0200120132024YearValue
$9,940,041Latest year 2024

Participants Over Time

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

26130200120132024YearValue
25Latest 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
2024225$9,940,041$674,795$26,992iApproximate average salary by contribution assumption: employee only about $674,795 at 4% or $449,863 at 6%; with 50% employer match about $449,863 at 4% or $299,909 at 6%; with 100% employer match about $337,398 at 4% or $224,932 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-25$5,813,753$421,049$16,842iApproximate average salary by contribution assumption: employee only about $421,049 at 4% or $280,699 at 6%; with 50% employer match about $280,699 at 4% or $187,133 at 6%; with 100% employer match about $210,524 at 4% or $140,350 at 6%.
Sanderson & Company Profit Sharing Plan-23$4,126,288$253,746$11,032iApproximate average salary by contribution assumption: employee only about $275,811 at 4% or $183,874 at 6%; with 50% employer match about $183,874 at 4% or $122,583 at 6%; with 100% employer match about $137,905 at 4% or $91,937 at 6%.
2023226$8,959,490$594,887$22,880iApproximate average salary by contribution assumption: employee only about $572,007 at 4% or $381,338 at 6%; with 50% employer match about $381,338 at 4% or $254,225 at 6%; with 100% employer match about $286,003 at 4% or $190,669 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-26$5,287,160$360,661$13,872iApproximate average salary by contribution assumption: employee only about $346,789 at 4% or $231,193 at 6%; with 50% employer match about $231,193 at 4% or $154,129 at 6%; with 100% employer match about $173,395 at 4% or $115,596 at 6%.
Sanderson & Company Profit Sharing Plan-24$3,672,330$234,226$9,759iApproximate average salary by contribution assumption: employee only about $243,985 at 4% or $162,657 at 6%; with 50% employer match about $162,657 at 4% or $108,438 at 6%; with 100% employer match about $121,993 at 4% or $81,328 at 6%.
2022226$7,434,429$535,012$20,577iApproximate average salary by contribution assumption: employee only about $514,435 at 4% or $342,956 at 6%; with 50% employer match about $342,956 at 4% or $228,638 at 6%; with 100% employer match about $257,217 at 4% or $171,478 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-26$4,379,215$328,571$12,637iApproximate average salary by contribution assumption: employee only about $315,934 at 4% or $210,622 at 6%; with 50% employer match about $210,622 at 4% or $140,415 at 6%; with 100% employer match about $157,967 at 4% or $105,311 at 6%.
Sanderson & Company Profit Sharing Plan-20$3,055,214$206,441$10,322iApproximate average salary by contribution assumption: employee only about $258,051 at 4% or $172,034 at 6%; with 50% employer match about $172,034 at 4% or $114,689 at 6%; with 100% employer match about $129,026 at 4% or $86,017 at 6%.
2021222$8,225,261$708,175$32,190iApproximate average salary by contribution assumption: employee only about $804,744 at 4% or $536,496 at 6%; with 50% employer match about $536,496 at 4% or $357,664 at 6%; with 100% employer match about $402,372 at 4% or $268,248 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-22$5,053,094$516,076$23,458iApproximate average salary by contribution assumption: employee only about $586,450 at 4% or $390,967 at 6%; with 50% employer match about $390,967 at 4% or $260,644 at 6%; with 100% employer match about $293,225 at 4% or $195,483 at 6%.
Sanderson & Company Profit Sharing Plan-18$3,172,167$192,099$10,672iApproximate average salary by contribution assumption: employee only about $266,804 at 4% or $177,869 at 6%; with 50% employer match about $177,869 at 4% or $118,580 at 6%; with 100% employer match about $133,402 at 4% or $88,935 at 6%.
2020219$6,922,220$458,736$24,144iApproximate average salary by contribution assumption: employee only about $603,600 at 4% or $402,400 at 6%; with 50% employer match about $402,400 at 4% or $268,267 at 6%; with 100% employer match about $301,800 at 4% or $201,200 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-19$4,180,011$283,423$14,917iApproximate average salary by contribution assumption: employee only about $372,925 at 4% or $248,617 at 6%; with 50% employer match about $248,617 at 4% or $165,744 at 6%; with 100% employer match about $186,463 at 4% or $124,308 at 6%.
Sanderson & Company Profit Sharing Plan-19$2,742,209$175,313$9,227iApproximate average salary by contribution assumption: employee only about $230,675 at 4% or $153,783 at 6%; with 50% employer match about $153,783 at 4% or $102,522 at 6%; with 100% employer match about $115,338 at 4% or $76,892 at 6%.
2019219$5,783,635$419,933$22,102iApproximate average salary by contribution assumption: employee only about $552,543 at 4% or $368,362 at 6%; with 50% employer match about $368,362 at 4% or $245,575 at 6%; with 100% employer match about $276,272 at 4% or $184,181 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-19$3,507,379$257,424$13,549iApproximate average salary by contribution assumption: employee only about $338,716 at 4% or $225,811 at 6%; with 50% employer match about $225,811 at 4% or $150,540 at 6%; with 100% employer match about $169,358 at 4% or $112,905 at 6%.
Sanderson & Company Profit Sharing Plan-19$2,276,256$162,509$8,553iApproximate average salary by contribution assumption: employee only about $213,828 at 4% or $142,552 at 6%; with 50% employer match about $142,552 at 4% or $95,035 at 6%; with 100% employer match about $106,914 at 4% or $71,276 at 6%.
2018219$4,527,298$399,722$21,038iApproximate average salary by contribution assumption: employee only about $525,950 at 4% or $350,633 at 6%; with 50% employer match about $350,633 at 4% or $233,756 at 6%; with 100% employer match about $262,975 at 4% or $175,317 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-19$2,747,501$241,507$12,711iApproximate average salary by contribution assumption: employee only about $317,772 at 4% or $211,848 at 6%; with 50% employer match about $211,848 at 4% or $141,232 at 6%; with 100% employer match about $158,886 at 4% or $105,924 at 6%.
Sanderson & Company Profit Sharing Plan-19$1,779,797$158,215$8,327iApproximate average salary by contribution assumption: employee only about $208,178 at 4% or $138,785 at 6%; with 50% employer match about $138,785 at 4% or $92,523 at 6%; with 100% employer match about $104,089 at 4% or $69,393 at 6%.
2017218$4,560,362$375,147$20,842iApproximate average salary by contribution assumption: employee only about $521,038 at 4% or $347,358 at 6%; with 50% employer match about $347,358 at 4% or $231,572 at 6%; with 100% employer match about $260,519 at 4% or $173,679 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-18$2,788,027$229,913$12,773iApproximate average salary by contribution assumption: employee only about $319,324 at 4% or $212,882 at 6%; with 50% employer match about $212,882 at 4% or $141,922 at 6%; with 100% employer match about $159,662 at 4% or $106,441 at 6%.
Sanderson & Company Profit Sharing Plan-18$1,772,335$145,234$8,069iApproximate average salary by contribution assumption: employee only about $201,714 at 4% or $134,476 at 6%; with 50% employer match about $134,476 at 4% or $89,651 at 6%; with 100% employer match about $100,857 at 4% or $67,238 at 6%.
2016318$3,755,809$368,237$20,458iApproximate average salary by contribution assumption: employee only about $511,440 at 4% or $340,960 at 6%; with 50% employer match about $340,960 at 4% or $227,307 at 6%; with 100% employer match about $255,720 at 4% or $170,480 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-18$2,259,824$229,624$12,757iApproximate average salary by contribution assumption: employee only about $318,922 at 4% or $212,615 at 6%; with 50% employer match about $212,615 at 4% or $141,743 at 6%; with 100% employer match about $159,461 at 4% or $106,307 at 6%.
Sanderson & Company Profit Sharing Plan-18$1,495,985$138,613$7,701iApproximate average salary by contribution assumption: employee only about $192,518 at 4% or $128,345 at 6%; with 50% employer match about $128,345 at 4% or $85,564 at 6%; with 100% employer match about $96,259 at 4% or $64,173 at 6%.
Sanderson & Company Money Purchase Pension Plan-0$0--
2015319$3,200,366$352,467$18,551iApproximate average salary by contribution assumption: employee only about $463,772 at 4% or $309,182 at 6%; with 50% employer match about $309,182 at 4% or $206,121 at 6%; with 100% employer match about $231,886 at 4% or $154,591 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-17$1,907,228$219,576$12,916iApproximate average salary by contribution assumption: employee only about $322,906 at 4% or $215,271 at 6%; with 50% employer match about $215,271 at 4% or $143,514 at 6%; with 100% employer match about $161,453 at 4% or $107,635 at 6%.
Sanderson & Company Profit Sharing Plan-19$1,274,068$132,891$6,994iApproximate average salary by contribution assumption: employee only about $174,857 at 4% or $116,571 at 6%; with 50% employer match about $116,571 at 4% or $77,714 at 6%; with 100% employer match about $87,428 at 4% or $58,286 at 6%.
Sanderson & Company Money Purchase Pension Plan-2$19,070$0-
2014319$2,998,649$323,082$17,004iApproximate average salary by contribution assumption: employee only about $425,108 at 4% or $283,405 at 6%; with 50% employer match about $283,405 at 4% or $188,937 at 6%; with 100% employer match about $212,554 at 4% or $141,703 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-17$1,754,143$196,559$11,562iApproximate average salary by contribution assumption: employee only about $289,057 at 4% or $192,705 at 6%; with 50% employer match about $192,705 at 4% or $128,470 at 6%; with 100% employer match about $144,529 at 4% or $96,352 at 6%.
Sanderson & Company Profit Sharing Plan-19$1,210,904$126,523$6,659iApproximate average salary by contribution assumption: employee only about $166,478 at 4% or $110,985 at 6%; with 50% employer match about $110,985 at 4% or $73,990 at 6%; with 100% employer match about $83,239 at 4% or $55,493 at 6%.
Sanderson & Company Money Purchase Pension Plan-4$33,602--
2013320$1,289,537$295,611$14,781iApproximate average salary by contribution assumption: employee only about $369,514 at 4% or $246,343 at 6%; with 50% employer match about $246,343 at 4% or $164,228 at 6%; with 100% employer match about $184,757 at 4% or $123,171 at 6%.
Sanderson & Company Profit Sharing Plan-19$1,029,829$118,898$6,258iApproximate average salary by contribution assumption: employee only about $156,445 at 4% or $104,296 at 6%; with 50% employer match about $104,296 at 4% or $69,531 at 6%; with 100% employer match about $78,222 at 4% or $52,148 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-20$181,455$176,713$8,836iApproximate average salary by contribution assumption: employee only about $220,891 at 4% or $147,261 at 6%; with 50% employer match about $147,261 at 4% or $98,174 at 6%; with 100% employer match about $110,446 at 4% or $73,630 at 6%.
Sanderson & Company Money Purchase Pension Plan-7$78,253--
2012320$2,097,056$272,225$13,611iApproximate average salary by contribution assumption: employee only about $340,281 at 4% or $226,854 at 6%; with 50% employer match about $226,854 at 4% or $151,236 at 6%; with 100% employer match about $170,141 at 4% or $113,427 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-20$1,200,817$159,832$7,992iApproximate average salary by contribution assumption: employee only about $199,790 at 4% or $133,193 at 6%; with 50% employer match about $133,193 at 4% or $88,796 at 6%; with 100% employer match about $99,895 at 4% or $66,597 at 6%.
Sanderson & Company Money Purchase Pension Plan-17$509,318--
Sanderson & Company Profit Sharing Plan-19$386,921$112,393$5,915iApproximate average salary by contribution assumption: employee only about $147,886 at 4% or $98,590 at 6%; with 50% employer match about $98,590 at 4% or $65,727 at 6%; with 100% employer match about $73,943 at 4% or $49,295 at 6%.
2011322$1,726,031$399,876$18,176iApproximate average salary by contribution assumption: employee only about $454,405 at 4% or $302,936 at 6%; with 50% employer match about $302,936 at 4% or $201,958 at 6%; with 100% employer match about $227,202 at 4% or $151,468 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-22$947,791$297,742$13,534iApproximate average salary by contribution assumption: employee only about $338,343 at 4% or $225,562 at 6%; with 50% employer match about $225,562 at 4% or $150,375 at 6%; with 100% employer match about $169,172 at 4% or $112,781 at 6%.
Sanderson & Company Money Purchase Pension Plan-18$512,062--
Sanderson & Company Profit Sharing Plan-18$266,178$102,134$5,674iApproximate average salary by contribution assumption: employee only about $141,853 at 4% or $94,569 at 6%; with 50% employer match about $94,569 at 4% or $63,046 at 6%; with 100% employer match about $70,926 at 4% or $47,284 at 6%.
2010321$1,668,723$250,613$11,934iApproximate average salary by contribution assumption: employee only about $298,349 at 4% or $198,899 at 6%; with 50% employer match about $198,899 at 4% or $132,599 at 6%; with 100% employer match about $149,174 at 4% or $99,450 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-21$853,925$156,310$7,443iApproximate average salary by contribution assumption: employee only about $186,083 at 4% or $124,056 at 6%; with 50% employer match about $124,056 at 4% or $82,704 at 6%; with 100% employer match about $93,042 at 4% or $62,028 at 6%.
Sanderson & Company Money Purchase Pension Plan-20$623,383--
Sanderson & Company Profit Sharing Plan-18$191,415$94,303$5,239iApproximate average salary by contribution assumption: employee only about $130,976 at 4% or $87,318 at 6%; with 50% employer match about $87,318 at 4% or $58,212 at 6%; with 100% employer match about $65,488 at 4% or $43,659 at 6%.
2009321$1,232,001$202,280$9,632iApproximate average salary by contribution assumption: employee only about $240,810 at 4% or $160,540 at 6%; with 50% employer match about $160,540 at 4% or $107,026 at 6%; with 100% employer match about $120,405 at 4% or $80,270 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-20$588,302$112,393$5,620iApproximate average salary by contribution assumption: employee only about $140,491 at 4% or $93,661 at 6%; with 50% employer match about $93,661 at 4% or $62,441 at 6%; with 100% employer match about $70,246 at 4% or $46,830 at 6%.
Sanderson & Company Money Purchase Pension Plan-21$553,163--
Sanderson & Company Profit Sharing Plan-8$90,536$89,887$11,236iApproximate average salary by contribution assumption: employee only about $280,897 at 4% or $187,265 at 6%; with 50% employer match about $187,265 at 4% or $124,843 at 6%; with 100% employer match about $140,448 at 4% or $93,632 at 6%.
2008316$909,495$257,182$16,074iApproximate average salary by contribution assumption: employee only about $401,847 at 4% or $267,898 at 6%; with 50% employer match about $267,898 at 4% or $178,599 at 6%; with 100% employer match about $200,923 at 4% or $133,949 at 6%.
Sanderson & Company Money Purchase Pension Plan-16$497,409$103,706$6,482iApproximate average salary by contribution assumption: employee only about $162,041 at 4% or $108,027 at 6%; with 50% employer match about $108,027 at 4% or $72,018 at 6%; with 100% employer match about $81,020 at 4% or $54,014 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-16$411,591$153,476$9,592iApproximate average salary by contribution assumption: employee only about $239,806 at 4% or $159,871 at 6%; with 50% employer match about $159,871 at 4% or $106,581 at 6%; with 100% employer match about $119,903 at 4% or $79,935 at 6%.
Sanderson & Company Profit Sharing Plan-0$495--
2007318$1,116,046$279,298$15,517iApproximate average salary by contribution assumption: employee only about $387,914 at 4% or $258,609 at 6%; with 50% employer match about $258,609 at 4% or $172,406 at 6%; with 100% employer match about $193,957 at 4% or $129,305 at 6%.
Sanderson & Company Money Purchase Pension Plan-18$615,626$105,885$5,883iApproximate average salary by contribution assumption: employee only about $147,063 at 4% or $98,042 at 6%; with 50% employer match about $98,042 at 4% or $65,361 at 6%; with 100% employer match about $73,531 at 4% or $49,021 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-18$499,734$173,413$9,634iApproximate average salary by contribution assumption: employee only about $240,851 at 4% or $160,568 at 6%; with 50% employer match about $160,568 at 4% or $107,045 at 6%; with 100% employer match about $120,426 at 4% or $80,284 at 6%.
Sanderson & Company Profit Sharing Plan-0$686--
2006316$808,524$210,514$13,157iApproximate average salary by contribution assumption: employee only about $328,928 at 4% or $219,285 at 6%; with 50% employer match about $219,285 at 4% or $146,190 at 6%; with 100% employer match about $164,464 at 4% or $109,643 at 6%.
Sanderson & Company Money Purchase Pension Plan-16$474,511$79,985$4,999iApproximate average salary by contribution assumption: employee only about $124,977 at 4% or $83,318 at 6%; with 50% employer match about $83,318 at 4% or $55,545 at 6%; with 100% employer match about $62,488 at 4% or $41,659 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-16$333,368$130,529$8,158iApproximate average salary by contribution assumption: employee only about $203,952 at 4% or $135,968 at 6%; with 50% employer match about $135,968 at 4% or $90,645 at 6%; with 100% employer match about $101,976 at 4% or $67,984 at 6%.
Sanderson & Company Profit Sharing Plan-8$645--
2005311$515,074$172,445$15,677iApproximate average salary by contribution assumption: employee only about $391,920 at 4% or $261,280 at 6%; with 50% employer match about $261,280 at 4% or $174,187 at 6%; with 100% employer match about $195,960 at 4% or $130,640 at 6%.
Sanderson & Company Money Purchase Pension Plan-11$347,399$70,453$6,405iApproximate average salary by contribution assumption: employee only about $160,120 at 4% or $106,747 at 6%; with 50% employer match about $106,747 at 4% or $71,165 at 6%; with 100% employer match about $80,060 at 4% or $53,373 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-11$167,084$101,992$9,272iApproximate average salary by contribution assumption: employee only about $231,800 at 4% or $154,533 at 6%; with 50% employer match about $154,533 at 4% or $103,022 at 6%; with 100% employer match about $115,900 at 4% or $77,267 at 6%.
Sanderson & Company Profit Sharing Plan-8$591--
2004310$312,349$133,621$13,362iApproximate average salary by contribution assumption: employee only about $334,053 at 4% or $222,702 at 6%; with 50% employer match about $222,702 at 4% or $148,468 at 6%; with 100% employer match about $167,026 at 4% or $111,351 at 6%.
Sanderson & Company Money Purchase Pension Plan-10$254,297$80,776$8,078iApproximate average salary by contribution assumption: employee only about $201,940 at 4% or $134,627 at 6%; with 50% employer match about $134,627 at 4% or $89,751 at 6%; with 100% employer match about $100,970 at 4% or $67,313 at 6%.
Sanderson Wealth Management LLC 401(K) Savings Plan-9$51,353$46,721$5,191iApproximate average salary by contribution assumption: employee only about $129,781 at 4% or $86,520 at 6%; with 50% employer match about $86,520 at 4% or $57,680 at 6%; with 100% employer match about $64,890 at 4% or $43,260 at 6%.
Sanderson & Company Profit Sharing Plan-9$6,699$6,124$680iApproximate average salary by contribution assumption: employee only about $17,011 at 4% or $11,341 at 6%; with 50% employer match about $11,341 at 4% or $7,560 at 6%; with 100% employer match about $8,506 at 4% or $5,670 at 6%.
200329$159,943$98,586$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
Sanderson & Company Money Purchase Pension Plan-9$159,480$98,586$10,954iApproximate average salary by contribution assumption: employee only about $273,850 at 4% or $182,567 at 6%; with 50% employer match about $182,567 at 4% or $121,711 at 6%; with 100% employer match about $136,925 at 4% or $91,283 at 6%.
Sanderson & Company Profit Sharing Plan-9$463--
200229$56,293$30,597$3,400iApproximate average salary by contribution assumption: employee only about $84,992 at 4% or $56,661 at 6%; with 50% employer match about $56,661 at 4% or $37,774 at 6%; with 100% employer match about $42,496 at 4% or $28,331 at 6%.
Sanderson & Company Money Purchase Pension Plan-9$55,330$30,097$3,344iApproximate average salary by contribution assumption: employee only about $83,603 at 4% or $55,735 at 6%; with 50% employer match about $55,735 at 4% or $37,157 at 6%; with 100% employer match about $41,801 at 4% or $27,868 at 6%.
Sanderson & Company Profit Sharing Plan-9$963$500$56iApproximate average salary by contribution assumption: employee only about $1,389 at 4% or $926 at 6%; with 50% employer match about $926 at 4% or $617 at 6%; with 100% employer match about $694 at 4% or $463 at 6%.
2001210$500$500$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Sanderson & Company Profit Sharing Plan-10$500$500$50iApproximate average salary by contribution assumption: employee only about $1,250 at 4% or $833 at 6%; with 50% employer match about $833 at 4% or $556 at 6%; with 100% employer match about $625 at 4% or $417 at 6%.
Sanderson & Company Money Purchase Pension Plan-10---