Civic Intelligence

Sovereign Financial Group Inc.

Plan context: Sovereign Financial Group Inc. Retirement Plan

EIN 20-0093943 • Stamford, CT • 9 filings • 1 plans

35 West Broad Street,Suite 100Stamford, CT 06902
Current Snapshot

Latest Year

2021

2021 Participants

3

2021 Assets

$1,752,609

2021 Contributions

$60,698

Historical Graphs

Total Assets Over Time

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

$1,752,609$876,305$0201320172020YearValue
$1,752,609Latest year 2020

Participants Over Time

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

320201320172020YearValue
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-
Sovereign Financial Group Inc. Retirement Plan-0$0--
202013$1,752,609$60,698$20,233iApproximate average salary by contribution assumption: employee only about $505,817 at 4% or $337,211 at 6%; with 50% employer match about $337,211 at 4% or $224,807 at 6%; with 100% employer match about $252,908 at 4% or $168,606 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,752,609$60,698$20,233iApproximate average salary by contribution assumption: employee only about $505,817 at 4% or $337,211 at 6%; with 50% employer match about $337,211 at 4% or $224,807 at 6%; with 100% employer match about $252,908 at 4% or $168,606 at 6%.
201913$1,471,896$56,720$18,907iApproximate average salary by contribution assumption: employee only about $472,667 at 4% or $315,111 at 6%; with 50% employer match about $315,111 at 4% or $210,074 at 6%; with 100% employer match about $236,333 at 4% or $157,556 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,471,896$56,720$18,907iApproximate average salary by contribution assumption: employee only about $472,667 at 4% or $315,111 at 6%; with 50% employer match about $315,111 at 4% or $210,074 at 6%; with 100% employer match about $236,333 at 4% or $157,556 at 6%.
201813$1,580,357$57,320$19,107iApproximate average salary by contribution assumption: employee only about $477,667 at 4% or $318,444 at 6%; with 50% employer match about $318,444 at 4% or $212,296 at 6%; with 100% employer match about $238,833 at 4% or $159,222 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,580,357$57,320$19,107iApproximate average salary by contribution assumption: employee only about $477,667 at 4% or $318,444 at 6%; with 50% employer match about $318,444 at 4% or $212,296 at 6%; with 100% employer match about $238,833 at 4% or $159,222 at 6%.
201713$1,573,337$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,573,337$36,000$12,000iApproximate average salary by contribution assumption: employee only about $300,000 at 4% or $200,000 at 6%; with 50% employer match about $200,000 at 4% or $133,333 at 6%; with 100% employer match about $150,000 at 4% or $100,000 at 6%.
201613$1,423,441$42,360$14,120iApproximate average salary by contribution assumption: employee only about $353,000 at 4% or $235,333 at 6%; with 50% employer match about $235,333 at 4% or $156,889 at 6%; with 100% employer match about $176,500 at 4% or $117,667 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,423,441$42,360$14,120iApproximate average salary by contribution assumption: employee only about $353,000 at 4% or $235,333 at 6%; with 50% employer match about $235,333 at 4% or $156,889 at 6%; with 100% employer match about $176,500 at 4% or $117,667 at 6%.
201513$1,308,276$42,973$14,324iApproximate average salary by contribution assumption: employee only about $358,108 at 4% or $238,739 at 6%; with 50% employer match about $238,739 at 4% or $159,159 at 6%; with 100% employer match about $179,054 at 4% or $119,369 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,308,276$42,973$14,324iApproximate average salary by contribution assumption: employee only about $358,108 at 4% or $238,739 at 6%; with 50% employer match about $238,739 at 4% or $159,159 at 6%; with 100% employer match about $179,054 at 4% or $119,369 at 6%.
201413$1,277,478$77,559$25,853iApproximate average salary by contribution assumption: employee only about $646,325 at 4% or $430,883 at 6%; with 50% employer match about $430,883 at 4% or $287,256 at 6%; with 100% employer match about $323,163 at 4% or $215,442 at 6%.
Sovereign Financial Group Inc. Retirement Plan-3$1,277,478$77,559$25,853iApproximate average salary by contribution assumption: employee only about $646,325 at 4% or $430,883 at 6%; with 50% employer match about $430,883 at 4% or $287,256 at 6%; with 100% employer match about $323,163 at 4% or $215,442 at 6%.
201312$1,092,414$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.
Sovereign Financial Group Inc. Retirement Plan-2$1,092,414$35,000$17,500iApproximate average salary by contribution assumption: employee only about $437,500 at 4% or $291,667 at 6%; with 50% employer match about $291,667 at 4% or $194,444 at 6%; with 100% employer match about $218,750 at 4% or $145,833 at 6%.