Civic Intelligence

Sugaroak Holdings Inc.

Plan context: Sugaroak Holdings Inc. 401(K) Plan

EIN 16-1693507 • Herndon, VA • 21 filings • 4 plans

481 Carlisle DriveHerndon, VA 20170-4882
Current Snapshot

Latest Year

2024

2024 Participants

27

2024 Assets

$14,830,243

2024 Contributions

$321,249

Historical Graphs

Total Assets Over Time

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

$14,830,243$7,415,122$0200420152024YearValue
$14,830,243Latest year 2024

Participants Over Time

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

43220200420142024YearValue
27Latest 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
2024127$14,830,243$321,249$11,898iApproximate average salary by contribution assumption: employee only about $297,453 at 4% or $198,302 at 6%; with 50% employer match about $198,302 at 4% or $132,201 at 6%; with 100% employer match about $148,726 at 4% or $99,151 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-27$14,830,243$321,249$11,898iApproximate average salary by contribution assumption: employee only about $297,453 at 4% or $198,302 at 6%; with 50% employer match about $198,302 at 4% or $132,201 at 6%; with 100% employer match about $148,726 at 4% or $99,151 at 6%.
2023127$12,699,935$316,213$11,712iApproximate average salary by contribution assumption: employee only about $292,790 at 4% or $195,193 at 6%; with 50% employer match about $195,193 at 4% or $130,129 at 6%; with 100% employer match about $146,395 at 4% or $97,597 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-27$12,699,935$316,213$11,712iApproximate average salary by contribution assumption: employee only about $292,790 at 4% or $195,193 at 6%; with 50% employer match about $195,193 at 4% or $130,129 at 6%; with 100% employer match about $146,395 at 4% or $97,597 at 6%.
2022125$10,548,546$368,645$14,746iApproximate average salary by contribution assumption: employee only about $368,645 at 4% or $245,763 at 6%; with 50% employer match about $245,763 at 4% or $163,842 at 6%; with 100% employer match about $184,323 at 4% or $122,882 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-25$10,548,546$368,645$14,746iApproximate average salary by contribution assumption: employee only about $368,645 at 4% or $245,763 at 6%; with 50% employer match about $245,763 at 4% or $163,842 at 6%; with 100% employer match about $184,323 at 4% or $122,882 at 6%.
2021126$12,995,132$342,667$13,180iApproximate average salary by contribution assumption: employee only about $329,488 at 4% or $219,658 at 6%; with 50% employer match about $219,658 at 4% or $146,439 at 6%; with 100% employer match about $164,744 at 4% or $109,829 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-26$12,995,132$342,667$13,180iApproximate average salary by contribution assumption: employee only about $329,488 at 4% or $219,658 at 6%; with 50% employer match about $219,658 at 4% or $146,439 at 6%; with 100% employer match about $164,744 at 4% or $109,829 at 6%.
2020143$11,623,988$370,426$8,615iApproximate average salary by contribution assumption: employee only about $215,364 at 4% or $143,576 at 6%; with 50% employer match about $143,576 at 4% or $95,717 at 6%; with 100% employer match about $107,682 at 4% or $71,788 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-43$11,623,988$370,426$8,615iApproximate average salary by contribution assumption: employee only about $215,364 at 4% or $143,576 at 6%; with 50% employer match about $143,576 at 4% or $95,717 at 6%; with 100% employer match about $107,682 at 4% or $71,788 at 6%.
2019134$11,685,018$359,102$10,562iApproximate average salary by contribution assumption: employee only about $264,046 at 4% or $176,030 at 6%; with 50% employer match about $176,030 at 4% or $117,354 at 6%; with 100% employer match about $132,023 at 4% or $88,015 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-34$11,685,018$359,102$10,562iApproximate average salary by contribution assumption: employee only about $264,046 at 4% or $176,030 at 6%; with 50% employer match about $176,030 at 4% or $117,354 at 6%; with 100% employer match about $132,023 at 4% or $88,015 at 6%.
2018132$9,593,116$354,263$11,071iApproximate average salary by contribution assumption: employee only about $276,768 at 4% or $184,512 at 6%; with 50% employer match about $184,512 at 4% or $123,008 at 6%; with 100% employer match about $138,384 at 4% or $92,256 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-32$9,593,116$354,263$11,071iApproximate average salary by contribution assumption: employee only about $276,768 at 4% or $184,512 at 6%; with 50% employer match about $184,512 at 4% or $123,008 at 6%; with 100% employer match about $138,384 at 4% or $92,256 at 6%.
2017134$9,878,373$304,285$8,950iApproximate average salary by contribution assumption: employee only about $223,739 at 4% or $149,159 at 6%; with 50% employer match about $149,159 at 4% or $99,440 at 6%; with 100% employer match about $111,869 at 4% or $74,580 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-34$9,878,373$304,285$8,950iApproximate average salary by contribution assumption: employee only about $223,739 at 4% or $149,159 at 6%; with 50% employer match about $149,159 at 4% or $99,440 at 6%; with 100% employer match about $111,869 at 4% or $74,580 at 6%.
2016136$8,238,686$340,140$9,448iApproximate average salary by contribution assumption: employee only about $236,208 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-36$8,238,686$340,140$9,448iApproximate average salary by contribution assumption: employee only about $236,208 at 4% or $157,472 at 6%; with 50% employer match about $157,472 at 4% or $104,981 at 6%; with 100% employer match about $118,104 at 4% or $78,736 at 6%.
2015128$7,198,248$327,851$11,709iApproximate average salary by contribution assumption: employee only about $292,724 at 4% or $195,149 at 6%; with 50% employer match about $195,149 at 4% or $130,100 at 6%; with 100% employer match about $146,362 at 4% or $97,575 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-28$7,198,248$327,851$11,709iApproximate average salary by contribution assumption: employee only about $292,724 at 4% or $195,149 at 6%; with 50% employer match about $195,149 at 4% or $130,100 at 6%; with 100% employer match about $146,362 at 4% or $97,575 at 6%.
2014129$7,276,825$344,977$11,896iApproximate average salary by contribution assumption: employee only about $297,394 at 4% or $198,263 at 6%; with 50% employer match about $198,263 at 4% or $132,175 at 6%; with 100% employer match about $148,697 at 4% or $99,131 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-29$7,276,825$344,977$11,896iApproximate average salary by contribution assumption: employee only about $297,394 at 4% or $198,263 at 6%; with 50% employer match about $198,263 at 4% or $132,175 at 6%; with 100% employer match about $148,697 at 4% or $99,131 at 6%.
2013128$6,493,265$348,755$12,456iApproximate average salary by contribution assumption: employee only about $311,388 at 4% or $207,592 at 6%; with 50% employer match about $207,592 at 4% or $138,395 at 6%; with 100% employer match about $155,694 at 4% or $103,796 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-28$6,493,265$348,755$12,456iApproximate average salary by contribution assumption: employee only about $311,388 at 4% or $207,592 at 6%; with 50% employer match about $207,592 at 4% or $138,395 at 6%; with 100% employer match about $155,694 at 4% or $103,796 at 6%.
2012132$4,987,325$323,492$10,109iApproximate average salary by contribution assumption: employee only about $252,728 at 4% or $168,485 at 6%; with 50% employer match about $168,485 at 4% or $112,324 at 6%; with 100% employer match about $126,364 at 4% or $84,243 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-32$4,987,325$323,492$10,109iApproximate average salary by contribution assumption: employee only about $252,728 at 4% or $168,485 at 6%; with 50% employer match about $168,485 at 4% or $112,324 at 6%; with 100% employer match about $126,364 at 4% or $84,243 at 6%.
2011136$4,191,861$422,397$11,733iApproximate average salary by contribution assumption: employee only about $293,331 at 4% or $195,554 at 6%; with 50% employer match about $195,554 at 4% or $130,369 at 6%; with 100% employer match about $146,666 at 4% or $97,777 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-36$4,191,861$422,397$11,733iApproximate average salary by contribution assumption: employee only about $293,331 at 4% or $195,554 at 6%; with 50% employer match about $195,554 at 4% or $130,369 at 6%; with 100% employer match about $146,666 at 4% or $97,777 at 6%.
2010136$4,048,968$332,419$9,234iApproximate average salary by contribution assumption: employee only about $230,847 at 4% or $153,898 at 6%; with 50% employer match about $153,898 at 4% or $102,598 at 6%; with 100% employer match about $115,423 at 4% or $76,949 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-36$4,048,968$332,419$9,234iApproximate average salary by contribution assumption: employee only about $230,847 at 4% or $153,898 at 6%; with 50% employer match about $153,898 at 4% or $102,598 at 6%; with 100% employer match about $115,423 at 4% or $76,949 at 6%.
2009140$3,426,981$377,524$9,438iApproximate average salary by contribution assumption: employee only about $235,953 at 4% or $157,302 at 6%; with 50% employer match about $157,302 at 4% or $104,868 at 6%; with 100% employer match about $117,976 at 4% or $78,651 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-40$3,426,981$377,524$9,438iApproximate average salary by contribution assumption: employee only about $235,953 at 4% or $157,302 at 6%; with 50% employer match about $157,302 at 4% or $104,868 at 6%; with 100% employer match about $117,976 at 4% or $78,651 at 6%.
2008143$2,567,058$373,463$8,685iApproximate average salary by contribution assumption: employee only about $217,130 at 4% or $144,753 at 6%; with 50% employer match about $144,753 at 4% or $96,502 at 6%; with 100% employer match about $108,565 at 4% or $72,377 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-43$2,567,058$373,463$8,685iApproximate average salary by contribution assumption: employee only about $217,130 at 4% or $144,753 at 6%; with 50% employer match about $144,753 at 4% or $96,502 at 6%; with 100% employer match about $108,565 at 4% or $72,377 at 6%.
2007141$0$0-
Sugaroak Holdings Inc. 401(K) Plan-41---
2006139$3,056,577$337,479$8,653iApproximate average salary by contribution assumption: employee only about $216,333 at 4% or $144,222 at 6%; with 50% employer match about $144,222 at 4% or $96,148 at 6%; with 100% employer match about $108,166 at 4% or $72,111 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-39$3,056,577$337,479$8,653iApproximate average salary by contribution assumption: employee only about $216,333 at 4% or $144,222 at 6%; with 50% employer match about $144,222 at 4% or $96,148 at 6%; with 100% employer match about $108,166 at 4% or $72,111 at 6%.
2005135$2,400,851$291,936$8,341iApproximate average salary by contribution assumption: employee only about $208,526 at 4% or $139,017 at 6%; with 50% employer match about $139,017 at 4% or $92,678 at 6%; with 100% employer match about $104,263 at 4% or $69,509 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-35$2,400,851$291,936$8,341iApproximate average salary by contribution assumption: employee only about $208,526 at 4% or $139,017 at 6%; with 50% employer match about $139,017 at 4% or $92,678 at 6%; with 100% employer match about $104,263 at 4% or $69,509 at 6%.
2004130$2,007,434$291,399$9,713iApproximate average salary by contribution assumption: employee only about $242,832 at 4% or $161,888 at 6%; with 50% employer match about $161,888 at 4% or $107,926 at 6%; with 100% employer match about $121,416 at 4% or $80,944 at 6%.
Sugaroak Holdings Inc. 401(K) Plan-30$2,007,434$291,399$9,713iApproximate average salary by contribution assumption: employee only about $242,832 at 4% or $161,888 at 6%; with 50% employer match about $161,888 at 4% or $107,926 at 6%; with 100% employer match about $121,416 at 4% or $80,944 at 6%.