Civic Intelligence

Sun Mountain Capital LLC

Plan context: Sun Mountain Capital 401(K) Profit Sharing Plan

EIN 20-5441687 • Santa Fe, NM • 18 filings • 2 plans

527 Don Gaspar AvenueSanta Fe, NM 87505-4425
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$6,558,972

2024 Contributions

$224,203

Historical Graphs

Total Assets Over Time

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

$6,558,972$3,279,486$0200720162024YearValue
$6,558,972Latest year 2024

Participants Over Time

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

1260200720162024YearValue
8Latest 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
202418$6,558,972$224,203$28,025iApproximate average salary by contribution assumption: employee only about $700,634 at 4% or $467,090 at 6%; with 50% employer match about $467,090 at 4% or $311,393 at 6%; with 100% employer match about $350,317 at 4% or $233,545 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-8$6,558,972$224,203$28,025iApproximate average salary by contribution assumption: employee only about $700,634 at 4% or $467,090 at 6%; with 50% employer match about $467,090 at 4% or $311,393 at 6%; with 100% employer match about $350,317 at 4% or $233,545 at 6%.
202319$6,019,600$417,233$46,359iApproximate average salary by contribution assumption: employee only about $1,158,981 at 4% or $772,654 at 6%; with 50% employer match about $772,654 at 4% or $515,102 at 6%; with 100% employer match about $579,490 at 4% or $386,327 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-9$6,019,600$417,233$46,359iApproximate average salary by contribution assumption: employee only about $1,158,981 at 4% or $772,654 at 6%; with 50% employer match about $772,654 at 4% or $515,102 at 6%; with 100% employer match about $579,490 at 4% or $386,327 at 6%.
2022111$5,016,016$473,316$43,029iApproximate average salary by contribution assumption: employee only about $1,075,718 at 4% or $717,145 at 6%; with 50% employer match about $717,145 at 4% or $478,097 at 6%; with 100% employer match about $537,859 at 4% or $358,573 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-11$5,016,016$473,316$43,029iApproximate average salary by contribution assumption: employee only about $1,075,718 at 4% or $717,145 at 6%; with 50% employer match about $717,145 at 4% or $478,097 at 6%; with 100% employer match about $537,859 at 4% or $358,573 at 6%.
2021112$5,965,221$453,432$37,786iApproximate average salary by contribution assumption: employee only about $944,650 at 4% or $629,767 at 6%; with 50% employer match about $629,767 at 4% or $419,844 at 6%; with 100% employer match about $472,325 at 4% or $314,883 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-12$5,965,221$453,432$37,786iApproximate average salary by contribution assumption: employee only about $944,650 at 4% or $629,767 at 6%; with 50% employer match about $629,767 at 4% or $419,844 at 6%; with 100% employer match about $472,325 at 4% or $314,883 at 6%.
2020112$4,528,596$416,518$34,710iApproximate average salary by contribution assumption: employee only about $867,746 at 4% or $578,497 at 6%; with 50% employer match about $578,497 at 4% or $385,665 at 6%; with 100% employer match about $433,873 at 4% or $289,249 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-12$4,528,596$416,518$34,710iApproximate average salary by contribution assumption: employee only about $867,746 at 4% or $578,497 at 6%; with 50% employer match about $578,497 at 4% or $385,665 at 6%; with 100% employer match about $433,873 at 4% or $289,249 at 6%.
2019112$3,581,364$404,471$33,706iApproximate average salary by contribution assumption: employee only about $842,648 at 4% or $561,765 at 6%; with 50% employer match about $561,765 at 4% or $374,510 at 6%; with 100% employer match about $421,324 at 4% or $280,883 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-12$3,581,364$404,471$33,706iApproximate average salary by contribution assumption: employee only about $842,648 at 4% or $561,765 at 6%; with 50% employer match about $561,765 at 4% or $374,510 at 6%; with 100% employer match about $421,324 at 4% or $280,883 at 6%.
2018112$2,614,515$379,535$31,628iApproximate average salary by contribution assumption: employee only about $790,698 at 4% or $527,132 at 6%; with 50% employer match about $527,132 at 4% or $351,421 at 6%; with 100% employer match about $395,349 at 4% or $263,566 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-12$2,614,515$379,535$31,628iApproximate average salary by contribution assumption: employee only about $790,698 at 4% or $527,132 at 6%; with 50% employer match about $527,132 at 4% or $351,421 at 6%; with 100% employer match about $395,349 at 4% or $263,566 at 6%.
2017112$2,829,633$355,535$29,628iApproximate average salary by contribution assumption: employee only about $740,698 at 4% or $493,799 at 6%; with 50% employer match about $493,799 at 4% or $329,199 at 6%; with 100% employer match about $370,349 at 4% or $246,899 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-12$2,829,633$355,535$29,628iApproximate average salary by contribution assumption: employee only about $740,698 at 4% or $493,799 at 6%; with 50% employer match about $493,799 at 4% or $329,199 at 6%; with 100% employer match about $370,349 at 4% or $246,899 at 6%.
2016112$2,152,461$321,465$26,789iApproximate average salary by contribution assumption: employee only about $669,719 at 4% or $446,479 at 6%; with 50% employer match about $446,479 at 4% or $297,653 at 6%; with 100% employer match about $334,859 at 4% or $223,240 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-12$2,152,461$321,465$26,789iApproximate average salary by contribution assumption: employee only about $669,719 at 4% or $446,479 at 6%; with 50% employer match about $446,479 at 4% or $297,653 at 6%; with 100% employer match about $334,859 at 4% or $223,240 at 6%.
2015110$1,641,685$273,625$27,363iApproximate average salary by contribution assumption: employee only about $684,063 at 4% or $456,042 at 6%; with 50% employer match about $456,042 at 4% or $304,028 at 6%; with 100% employer match about $342,031 at 4% or $228,021 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-10$1,641,685$273,625$27,363iApproximate average salary by contribution assumption: employee only about $684,063 at 4% or $456,042 at 6%; with 50% employer match about $456,042 at 4% or $304,028 at 6%; with 100% employer match about $342,031 at 4% or $228,021 at 6%.
201418$1,386,284$238,197$29,775iApproximate average salary by contribution assumption: employee only about $744,366 at 4% or $496,244 at 6%; with 50% employer match about $496,244 at 4% or $330,829 at 6%; with 100% employer match about $372,183 at 4% or $248,122 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-8$1,386,284$238,197$29,775iApproximate average salary by contribution assumption: employee only about $744,366 at 4% or $496,244 at 6%; with 50% employer match about $496,244 at 4% or $330,829 at 6%; with 100% employer match about $372,183 at 4% or $248,122 at 6%.
201316$1,162,545$259,931$43,322iApproximate average salary by contribution assumption: employee only about $1,083,046 at 4% or $722,031 at 6%; with 50% employer match about $722,031 at 4% or $481,354 at 6%; with 100% employer match about $541,523 at 4% or $361,015 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-6$1,162,545$259,931$43,322iApproximate average salary by contribution assumption: employee only about $1,083,046 at 4% or $722,031 at 6%; with 50% employer match about $722,031 at 4% or $481,354 at 6%; with 100% employer match about $541,523 at 4% or $361,015 at 6%.
201218$1,012,613$249,800$31,225iApproximate average salary by contribution assumption: employee only about $780,625 at 4% or $520,417 at 6%; with 50% employer match about $520,417 at 4% or $346,944 at 6%; with 100% employer match about $390,313 at 4% or $260,208 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-8$1,012,613$249,800$31,225iApproximate average salary by contribution assumption: employee only about $780,625 at 4% or $520,417 at 6%; with 50% employer match about $520,417 at 4% or $346,944 at 6%; with 100% employer match about $390,313 at 4% or $260,208 at 6%.
201118$702,673$231,786$28,973iApproximate average salary by contribution assumption: employee only about $724,331 at 4% or $482,888 at 6%; with 50% employer match about $482,888 at 4% or $321,925 at 6%; with 100% employer match about $362,166 at 4% or $241,444 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-8$702,673$231,786$28,973iApproximate average salary by contribution assumption: employee only about $724,331 at 4% or $482,888 at 6%; with 50% employer match about $482,888 at 4% or $321,925 at 6%; with 100% employer match about $362,166 at 4% or $241,444 at 6%.
201016$514,591$213,726$35,621iApproximate average salary by contribution assumption: employee only about $890,525 at 4% or $593,683 at 6%; with 50% employer match about $593,683 at 4% or $395,789 at 6%; with 100% employer match about $445,263 at 4% or $296,842 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-6$514,591$213,726$35,621iApproximate average salary by contribution assumption: employee only about $890,525 at 4% or $593,683 at 6%; with 50% employer match about $593,683 at 4% or $395,789 at 6%; with 100% employer match about $445,263 at 4% or $296,842 at 6%.
200917$271,207$157,707$22,530iApproximate average salary by contribution assumption: employee only about $563,239 at 4% or $375,493 at 6%; with 50% employer match about $375,493 at 4% or $250,329 at 6%; with 100% employer match about $281,620 at 4% or $187,746 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-7$271,207$157,707$22,530iApproximate average salary by contribution assumption: employee only about $563,239 at 4% or $375,493 at 6%; with 50% employer match about $375,493 at 4% or $250,329 at 6%; with 100% employer match about $281,620 at 4% or $187,746 at 6%.
200814$62,973$56,582$14,146iApproximate average salary by contribution assumption: employee only about $353,638 at 4% or $235,758 at 6%; with 50% employer match about $235,758 at 4% or $157,172 at 6%; with 100% employer match about $176,819 at 4% or $117,879 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-4$62,973$56,582$14,146iApproximate average salary by contribution assumption: employee only about $353,638 at 4% or $235,758 at 6%; with 50% employer match about $235,758 at 4% or $157,172 at 6%; with 100% employer match about $176,819 at 4% or $117,879 at 6%.
200712$31,300$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.
Sun Mountain Capital 401(K) Profit Sharing Plan-2$31,300$31,000$15,500iApproximate average salary by contribution assumption: employee only about $387,500 at 4% or $258,333 at 6%; with 50% employer match about $258,333 at 4% or $172,222 at 6%; with 100% employer match about $193,750 at 4% or $129,167 at 6%.