Civic Intelligence

Sg Financial Advisors LLC

Plan context: Sg Financial Advisors 401K Plan/Ps

EIN 20-2064081 • Sandy Springs, GA • 17 filings • 4 plans

333 Sandy Springs CircleSte 121Sandy Springs, GA 30328
Current Snapshot

Latest Year

2021

2021 Participants

4

2021 Assets

$1,578,945

2021 Contributions

$187,436

Historical Graphs

Total Assets Over Time

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

$1,578,945$789,473$0200820142020YearValue
$1,578,945Latest year 2020

Participants Over Time

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

530200820142020YearValue
4Latest 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-
Sg Financial Advisors 401K Plan/Ps-0$0--
202024$1,578,945$187,436$46,859iApproximate average salary by contribution assumption: employee only about $1,171,475 at 4% or $780,983 at 6%; with 50% employer match about $780,983 at 4% or $520,656 at 6%; with 100% employer match about $585,738 at 4% or $390,492 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$1,578,945$144,103$36,026iApproximate average salary by contribution assumption: employee only about $900,644 at 4% or $600,429 at 6%; with 50% employer match about $600,429 at 4% or $400,286 at 6%; with 100% employer match about $450,322 at 4% or $300,215 at 6%.
SG FINANCIAL ADVISORS, LLC GCF BENEFIT PLAN-0$0$43,333-
201925$1,286,808$113,972$22,794iApproximate average salary by contribution assumption: employee only about $569,860 at 4% or $379,907 at 6%; with 50% employer match about $379,907 at 4% or $253,271 at 6%; with 100% employer match about $284,930 at 4% or $189,953 at 6%.
Sg Financial Advisors 401K Plan/Ps-5$1,267,650$58,865$11,773iApproximate average salary by contribution assumption: employee only about $294,325 at 4% or $196,217 at 6%; with 50% employer match about $196,217 at 4% or $130,811 at 6%; with 100% employer match about $147,163 at 4% or $98,108 at 6%.
SG FINANCIAL ADVISORS, LLC GCF BENEFIT PLAN-4$19,158$55,107$13,777iApproximate average salary by contribution assumption: employee only about $344,419 at 4% or $229,613 at 6%; with 50% employer match about $229,613 at 4% or $153,075 at 6%; with 100% employer match about $172,209 at 4% or $114,806 at 6%.
201825$1,009,136$73,488$14,698iApproximate average salary by contribution assumption: employee only about $367,440 at 4% or $244,960 at 6%; with 50% employer match about $244,960 at 4% or $163,307 at 6%; with 100% employer match about $183,720 at 4% or $122,480 at 6%.
Sg Financial Advisors 401K Plan/Ps-5$1,001,758$63,666$12,733iApproximate average salary by contribution assumption: employee only about $318,330 at 4% or $212,220 at 6%; with 50% employer match about $212,220 at 4% or $141,480 at 6%; with 100% employer match about $159,165 at 4% or $106,110 at 6%.
SG FINANCIAL ADVISORS, LLC GCF BENEFIT PLAN-3$7,378$9,822$3,274iApproximate average salary by contribution assumption: employee only about $81,850 at 4% or $54,567 at 6%; with 50% employer match about $54,567 at 4% or $36,378 at 6%; with 100% employer match about $40,925 at 4% or $27,283 at 6%.
201714$975,774$90,295$22,574iApproximate average salary by contribution assumption: employee only about $564,344 at 4% or $376,229 at 6%; with 50% employer match about $376,229 at 4% or $250,819 at 6%; with 100% employer match about $282,172 at 4% or $188,115 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$975,774$90,295$22,574iApproximate average salary by contribution assumption: employee only about $564,344 at 4% or $376,229 at 6%; with 50% employer match about $376,229 at 4% or $250,819 at 6%; with 100% employer match about $282,172 at 4% or $188,115 at 6%.
201614$772,834$76,179$19,045iApproximate average salary by contribution assumption: employee only about $476,119 at 4% or $317,413 at 6%; with 50% employer match about $317,413 at 4% or $211,608 at 6%; with 100% employer match about $238,059 at 4% or $158,706 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$772,834$76,179$19,045iApproximate average salary by contribution assumption: employee only about $476,119 at 4% or $317,413 at 6%; with 50% employer match about $317,413 at 4% or $211,608 at 6%; with 100% employer match about $238,059 at 4% or $158,706 at 6%.
201514$650,294$74,050$18,513iApproximate average salary by contribution assumption: employee only about $462,813 at 4% or $308,542 at 6%; with 50% employer match about $308,542 at 4% or $205,694 at 6%; with 100% employer match about $231,406 at 4% or $154,271 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$650,294$74,050$18,513iApproximate average salary by contribution assumption: employee only about $462,813 at 4% or $308,542 at 6%; with 50% employer match about $308,542 at 4% or $205,694 at 6%; with 100% employer match about $231,406 at 4% or $154,271 at 6%.
201413$467,126$63,197$21,066iApproximate average salary by contribution assumption: employee only about $526,642 at 4% or $351,094 at 6%; with 50% employer match about $351,094 at 4% or $234,063 at 6%; with 100% employer match about $263,321 at 4% or $175,547 at 6%.
Sg Financial Advisors 401K Plan/Ps-3$467,126$63,197$21,066iApproximate average salary by contribution assumption: employee only about $526,642 at 4% or $351,094 at 6%; with 50% employer match about $351,094 at 4% or $234,063 at 6%; with 100% employer match about $263,321 at 4% or $175,547 at 6%.
201314$404,399$64,981$16,245iApproximate average salary by contribution assumption: employee only about $406,131 at 4% or $270,754 at 6%; with 50% employer match about $270,754 at 4% or $180,503 at 6%; with 100% employer match about $203,066 at 4% or $135,377 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$404,399$64,981$16,245iApproximate average salary by contribution assumption: employee only about $406,131 at 4% or $270,754 at 6%; with 50% employer match about $270,754 at 4% or $180,503 at 6%; with 100% employer match about $203,066 at 4% or $135,377 at 6%.
201214$302,439$65,776$16,444iApproximate average salary by contribution assumption: employee only about $411,100 at 4% or $274,067 at 6%; with 50% employer match about $274,067 at 4% or $182,711 at 6%; with 100% employer match about $205,550 at 4% or $137,033 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$302,439$65,776$16,444iApproximate average salary by contribution assumption: employee only about $411,100 at 4% or $274,067 at 6%; with 50% employer match about $274,067 at 4% or $182,711 at 6%; with 100% employer match about $205,550 at 4% or $137,033 at 6%.
201114$221,085$61,274$15,319iApproximate average salary by contribution assumption: employee only about $382,963 at 4% or $255,308 at 6%; with 50% employer match about $255,308 at 4% or $170,206 at 6%; with 100% employer match about $191,481 at 4% or $127,654 at 6%.
Sg Financial Advisors 401K Plan/Ps-4$221,085$61,274$15,319iApproximate average salary by contribution assumption: employee only about $382,963 at 4% or $255,308 at 6%; with 50% employer match about $255,308 at 4% or $170,206 at 6%; with 100% employer match about $191,481 at 4% or $127,654 at 6%.
201012$156,311$55,870$27,935iApproximate average salary by contribution assumption: employee only about $698,375 at 4% or $465,583 at 6%; with 50% employer match about $465,583 at 4% or $310,389 at 6%; with 100% employer match about $349,188 at 4% or $232,792 at 6%.
SG FINANCIAL ADVISORS 401K PLAN/PS-2$156,311$55,870$27,935iApproximate average salary by contribution assumption: employee only about $698,375 at 4% or $465,583 at 6%; with 50% employer match about $465,583 at 4% or $310,389 at 6%; with 100% employer match about $349,188 at 4% or $232,792 at 6%.
200912$92,018$114,768$57,384iApproximate average salary by contribution assumption: employee only about $1,434,600 at 4% or $956,400 at 6%; with 50% employer match about $956,400 at 4% or $637,600 at 6%; with 100% employer match about $717,300 at 4% or $478,200 at 6%.
Sg Financial Advisors 401K Plan/Ps-2$92,018$114,768$57,384iApproximate average salary by contribution assumption: employee only about $1,434,600 at 4% or $956,400 at 6%; with 50% employer match about $956,400 at 4% or $637,600 at 6%; with 100% employer match about $717,300 at 4% or $478,200 at 6%.
200813$30,413$37,699$12,566iApproximate average salary by contribution assumption: employee only about $314,158 at 4% or $209,439 at 6%; with 50% employer match about $209,439 at 4% or $139,626 at 6%; with 100% employer match about $157,079 at 4% or $104,719 at 6%.
Sg Financial Advisors 401K Plan/Ps-3$30,413$37,699$12,566iApproximate average salary by contribution assumption: employee only about $314,158 at 4% or $209,439 at 6%; with 50% employer match about $209,439 at 4% or $139,626 at 6%; with 100% employer match about $157,079 at 4% or $104,719 at 6%.