Civic Intelligence

Sally Ann Gupton

Plan context: Sally Ann Gupton 401(K) Profit Sharing Plan & Trust

EIN 23-2369463 • Fort Washington, PA • 24 filings • 5 plans

467 Pennsylvania Ave Ste 101Fort Washington, PA 19034-3420
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$1,814,467

2024 Contributions

$83,709

Historical Graphs

Total Assets Over Time

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

$1,814,467$907,234$0200220142024YearValue
$1,814,467Latest year 2024

Participants Over Time

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

1160200120132024YearValue
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$1,814,467$83,709$10,464iApproximate average salary by contribution assumption: employee only about $261,591 at 4% or $174,394 at 6%; with 50% employer match about $174,394 at 4% or $116,263 at 6%; with 100% employer match about $130,795 at 4% or $87,197 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$1,814,467$83,709$10,464iApproximate average salary by contribution assumption: employee only about $261,591 at 4% or $174,394 at 6%; with 50% employer match about $174,394 at 4% or $116,263 at 6%; with 100% employer match about $130,795 at 4% or $87,197 at 6%.
202318$1,704,666$88,986$11,123iApproximate average salary by contribution assumption: employee only about $278,081 at 4% or $185,388 at 6%; with 50% employer match about $185,388 at 4% or $123,592 at 6%; with 100% employer match about $139,041 at 4% or $92,694 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$1,704,666$88,986$11,123iApproximate average salary by contribution assumption: employee only about $278,081 at 4% or $185,388 at 6%; with 50% employer match about $185,388 at 4% or $123,592 at 6%; with 100% employer match about $139,041 at 4% or $92,694 at 6%.
202217$1,485,768$88,297$12,614iApproximate average salary by contribution assumption: employee only about $315,346 at 4% or $210,231 at 6%; with 50% employer match about $210,231 at 4% or $140,154 at 6%; with 100% employer match about $157,673 at 4% or $105,115 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-7$1,485,768$88,297$12,614iApproximate average salary by contribution assumption: employee only about $315,346 at 4% or $210,231 at 6%; with 50% employer match about $210,231 at 4% or $140,154 at 6%; with 100% employer match about $157,673 at 4% or $105,115 at 6%.
202117$1,603,714$72,523$10,360iApproximate average salary by contribution assumption: employee only about $259,011 at 4% or $172,674 at 6%; with 50% employer match about $172,674 at 4% or $115,116 at 6%; with 100% employer match about $129,505 at 4% or $86,337 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-7$1,603,714$72,523$10,360iApproximate average salary by contribution assumption: employee only about $259,011 at 4% or $172,674 at 6%; with 50% employer match about $172,674 at 4% or $115,116 at 6%; with 100% employer match about $129,505 at 4% or $86,337 at 6%.
202019$1,348,566$64,275$7,142iApproximate average salary by contribution assumption: employee only about $178,542 at 4% or $119,028 at 6%; with 50% employer match about $119,028 at 4% or $79,352 at 6%; with 100% employer match about $89,271 at 4% or $59,514 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$1,348,566$64,275$7,142iApproximate average salary by contribution assumption: employee only about $178,542 at 4% or $119,028 at 6%; with 50% employer match about $119,028 at 4% or $79,352 at 6%; with 100% employer match about $89,271 at 4% or $59,514 at 6%.
201919$1,133,838$63,839$7,093iApproximate average salary by contribution assumption: employee only about $177,331 at 4% or $118,220 at 6%; with 50% employer match about $118,220 at 4% or $78,814 at 6%; with 100% employer match about $88,665 at 4% or $59,110 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$1,133,838$63,839$7,093iApproximate average salary by contribution assumption: employee only about $177,331 at 4% or $118,220 at 6%; with 50% employer match about $118,220 at 4% or $78,814 at 6%; with 100% employer match about $88,665 at 4% or $59,110 at 6%.
201818$901,732$53,163$6,645iApproximate average salary by contribution assumption: employee only about $166,134 at 4% or $110,756 at 6%; with 50% employer match about $110,756 at 4% or $73,838 at 6%; with 100% employer match about $83,067 at 4% or $55,378 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$901,732$53,163$6,645iApproximate average salary by contribution assumption: employee only about $166,134 at 4% or $110,756 at 6%; with 50% employer match about $110,756 at 4% or $73,838 at 6%; with 100% employer match about $83,067 at 4% or $55,378 at 6%.
201718$897,916$52,928$6,616iApproximate average salary by contribution assumption: employee only about $165,400 at 4% or $110,267 at 6%; with 50% employer match about $110,267 at 4% or $73,511 at 6%; with 100% employer match about $82,700 at 4% or $55,133 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$897,916$52,928$6,616iApproximate average salary by contribution assumption: employee only about $165,400 at 4% or $110,267 at 6%; with 50% employer match about $110,267 at 4% or $73,511 at 6%; with 100% employer match about $82,700 at 4% or $55,133 at 6%.
201618$773,439$52,904$6,613iApproximate average salary by contribution assumption: employee only about $165,325 at 4% or $110,217 at 6%; with 50% employer match about $110,217 at 4% or $73,478 at 6%; with 100% employer match about $82,663 at 4% or $55,108 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$773,439$52,904$6,613iApproximate average salary by contribution assumption: employee only about $165,325 at 4% or $110,217 at 6%; with 50% employer match about $110,217 at 4% or $73,478 at 6%; with 100% employer match about $82,663 at 4% or $55,108 at 6%.
201519$709,259$47,361$5,262iApproximate average salary by contribution assumption: employee only about $131,558 at 4% or $87,706 at 6%; with 50% employer match about $87,706 at 4% or $58,470 at 6%; with 100% employer match about $65,779 at 4% or $43,853 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$709,259$47,361$5,262iApproximate average salary by contribution assumption: employee only about $131,558 at 4% or $87,706 at 6%; with 50% employer match about $87,706 at 4% or $58,470 at 6%; with 100% employer match about $65,779 at 4% or $43,853 at 6%.
201419$677,238$46,278$5,142iApproximate average salary by contribution assumption: employee only about $128,550 at 4% or $85,700 at 6%; with 50% employer match about $85,700 at 4% or $57,133 at 6%; with 100% employer match about $64,275 at 4% or $42,850 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$677,238$46,278$5,142iApproximate average salary by contribution assumption: employee only about $128,550 at 4% or $85,700 at 6%; with 50% employer match about $85,700 at 4% or $57,133 at 6%; with 100% employer match about $64,275 at 4% or $42,850 at 6%.
2013110$592,464$42,766$4,277iApproximate average salary by contribution assumption: employee only about $106,915 at 4% or $71,277 at 6%; with 50% employer match about $71,277 at 4% or $47,518 at 6%; with 100% employer match about $53,458 at 4% or $35,638 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-10$592,464$42,766$4,277iApproximate average salary by contribution assumption: employee only about $106,915 at 4% or $71,277 at 6%; with 50% employer match about $71,277 at 4% or $47,518 at 6%; with 100% employer match about $53,458 at 4% or $35,638 at 6%.
201218$442,360$41,272$5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$442,360$41,272$5,159iApproximate average salary by contribution assumption: employee only about $128,975 at 4% or $85,983 at 6%; with 50% employer match about $85,983 at 4% or $57,322 at 6%; with 100% employer match about $64,488 at 4% or $42,992 at 6%.
201119$375,434$40,334$4,482iApproximate average salary by contribution assumption: employee only about $112,039 at 4% or $74,693 at 6%; with 50% employer match about $74,693 at 4% or $49,795 at 6%; with 100% employer match about $56,019 at 4% or $37,346 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$375,434$40,334$4,482iApproximate average salary by contribution assumption: employee only about $112,039 at 4% or $74,693 at 6%; with 50% employer match about $74,693 at 4% or $49,795 at 6%; with 100% employer match about $56,019 at 4% or $37,346 at 6%.
201017$338,796$42,650$6,093iApproximate average salary by contribution assumption: employee only about $152,321 at 4% or $101,548 at 6%; with 50% employer match about $101,548 at 4% or $67,698 at 6%; with 100% employer match about $76,161 at 4% or $50,774 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-7$338,796$42,650$6,093iApproximate average salary by contribution assumption: employee only about $152,321 at 4% or $101,548 at 6%; with 50% employer match about $101,548 at 4% or $67,698 at 6%; with 100% employer match about $76,161 at 4% or $50,774 at 6%.
200918$255,548$38,386$4,798iApproximate average salary by contribution assumption: employee only about $119,956 at 4% or $79,971 at 6%; with 50% employer match about $79,971 at 4% or $53,314 at 6%; with 100% employer match about $59,978 at 4% or $39,985 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8$255,548$38,386$4,798iApproximate average salary by contribution assumption: employee only about $119,956 at 4% or $79,971 at 6%; with 50% employer match about $79,971 at 4% or $53,314 at 6%; with 100% employer match about $59,978 at 4% or $39,985 at 6%.
200819$196,903$34,999$3,889iApproximate average salary by contribution assumption: employee only about $97,219 at 4% or $64,813 at 6%; with 50% employer match about $64,813 at 4% or $43,209 at 6%; with 100% employer match about $48,610 at 4% or $32,406 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$196,903$34,999$3,889iApproximate average salary by contribution assumption: employee only about $97,219 at 4% or $64,813 at 6%; with 50% employer match about $64,813 at 4% or $43,209 at 6%; with 100% employer match about $48,610 at 4% or $32,406 at 6%.
200718$0$0-
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-8---
200619$252,436$31,127$3,459iApproximate average salary by contribution assumption: employee only about $86,464 at 4% or $57,643 at 6%; with 50% employer match about $57,643 at 4% or $38,428 at 6%; with 100% employer match about $43,232 at 4% or $28,821 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$252,436$31,127$3,459iApproximate average salary by contribution assumption: employee only about $86,464 at 4% or $57,643 at 6%; with 50% employer match about $57,643 at 4% or $38,428 at 6%; with 100% employer match about $43,232 at 4% or $28,821 at 6%.
2005110$190,979$26,291$2,629iApproximate average salary by contribution assumption: employee only about $65,728 at 4% or $43,818 at 6%; with 50% employer match about $43,818 at 4% or $29,212 at 6%; with 100% employer match about $32,864 at 4% or $21,909 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-10$190,979$26,291$2,629iApproximate average salary by contribution assumption: employee only about $65,728 at 4% or $43,818 at 6%; with 50% employer match about $43,818 at 4% or $29,212 at 6%; with 100% employer match about $32,864 at 4% or $21,909 at 6%.
2004111$182,971$25,511$2,319iApproximate average salary by contribution assumption: employee only about $57,980 at 4% or $38,653 at 6%; with 50% employer match about $38,653 at 4% or $25,769 at 6%; with 100% employer match about $28,990 at 4% or $19,327 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-11$182,971$25,511$2,319iApproximate average salary by contribution assumption: employee only about $57,980 at 4% or $38,653 at 6%; with 50% employer match about $38,653 at 4% or $25,769 at 6%; with 100% employer match about $28,990 at 4% or $19,327 at 6%.
200229$99,973$41,507$4,612iApproximate average salary by contribution assumption: employee only about $115,297 at 4% or $76,865 at 6%; with 50% employer match about $76,865 at 4% or $51,243 at 6%; with 100% employer match about $57,649 at 4% or $38,432 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-9$99,973$41,507$4,612iApproximate average salary by contribution assumption: employee only about $115,297 at 4% or $76,865 at 6%; with 50% employer match about $76,865 at 4% or $51,243 at 6%; with 100% employer match about $57,649 at 4% or $38,432 at 6%.
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-0---
200111$0$0-
Sally Ann Gupton 401(K) Profit Sharing Plan & Trust-1---