Civic Intelligence

Sumner Academy

Plan context: Sumner Academy 403(B) Tda Plan

EIN 23-7242981 • Gallatin, TN • 24 filings • 3 plans

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464 Nichols LaneGallatin, TN 37066
Current Snapshot

Latest Year

2024

2024 Participants

33

2024 Assets

$1,030,212

2024 Contributions

$89,323

Historical Graphs

Total Assets Over Time

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

$2,679,904$1,339,952$0200920152024YearValue
$1,030,212Latest year 2024

Participants Over Time

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

68340200920152024YearValue
33Latest 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
2024133$1,030,212$89,323$2,707iApproximate average salary by contribution assumption: employee only about $67,669 at 4% or $45,113 at 6%; with 50% employer match about $45,113 at 4% or $30,075 at 6%; with 100% employer match about $33,834 at 4% or $22,556 at 6%.
Sumner Academy 403(B) Tda Plan-33$1,030,212$89,323$2,707iApproximate average salary by contribution assumption: employee only about $67,669 at 4% or $45,113 at 6%; with 50% employer match about $45,113 at 4% or $30,075 at 6%; with 100% employer match about $33,834 at 4% or $22,556 at 6%.
2023132$894,436$89,053$2,783iApproximate average salary by contribution assumption: employee only about $69,573 at 4% or $46,382 at 6%; with 50% employer match about $46,382 at 4% or $30,921 at 6%; with 100% employer match about $34,786 at 4% or $23,191 at 6%.
Sumner Academy 403(B) Tda Plan-32$894,436$89,053$2,783iApproximate average salary by contribution assumption: employee only about $69,573 at 4% or $46,382 at 6%; with 50% employer match about $46,382 at 4% or $30,921 at 6%; with 100% employer match about $34,786 at 4% or $23,191 at 6%.
2022125$683,821$74,136$2,965iApproximate average salary by contribution assumption: employee only about $74,136 at 4% or $49,424 at 6%; with 50% employer match about $49,424 at 4% or $32,949 at 6%; with 100% employer match about $37,068 at 4% or $24,712 at 6%.
Sumner Academy 403(B) Tda Plan-25$683,821$74,136$2,965iApproximate average salary by contribution assumption: employee only about $74,136 at 4% or $49,424 at 6%; with 50% employer match about $49,424 at 4% or $32,949 at 6%; with 100% employer match about $37,068 at 4% or $24,712 at 6%.
2021127$882,145$92,122$3,412iApproximate average salary by contribution assumption: employee only about $85,298 at 4% or $56,865 at 6%; with 50% employer match about $56,865 at 4% or $37,910 at 6%; with 100% employer match about $42,649 at 4% or $28,433 at 6%.
Sumner Academy 403(B) Tda Plan-27$882,145$92,122$3,412iApproximate average salary by contribution assumption: employee only about $85,298 at 4% or $56,865 at 6%; with 50% employer match about $56,865 at 4% or $37,910 at 6%; with 100% employer match about $42,649 at 4% or $28,433 at 6%.
2020127$693,844$102,837$3,809iApproximate average salary by contribution assumption: employee only about $95,219 at 4% or $63,480 at 6%; with 50% employer match about $63,480 at 4% or $42,320 at 6%; with 100% employer match about $47,610 at 4% or $31,740 at 6%.
Sumner Academy 403(B) Tda Plan-27$693,844$102,837$3,809iApproximate average salary by contribution assumption: employee only about $95,219 at 4% or $63,480 at 6%; with 50% employer match about $63,480 at 4% or $42,320 at 6%; with 100% employer match about $47,610 at 4% or $31,740 at 6%.
201610$286,570$132,454-
Sumner Academy 403(B) Tda Plan--$286,570$132,454-
2015266$1,876,286$347,672$5,268iApproximate average salary by contribution assumption: employee only about $131,694 at 4% or $87,796 at 6%; with 50% employer match about $87,796 at 4% or $58,531 at 6%; with 100% employer match about $65,847 at 4% or $43,898 at 6%.
Sumner Academy 403(B) Tda Plan-66$1,423,391$177,645$2,692iApproximate average salary by contribution assumption: employee only about $67,290 at 4% or $44,860 at 6%; with 50% employer match about $44,860 at 4% or $29,907 at 6%; with 100% employer match about $33,645 at 4% or $22,430 at 6%.
Sumner Academy 403(B) Tda Plan--$452,895$170,027-
2014268$2,679,904$468,868$6,895iApproximate average salary by contribution assumption: employee only about $172,378 at 4% or $114,919 at 6%; with 50% employer match about $114,919 at 4% or $76,612 at 6%; with 100% employer match about $86,189 at 4% or $57,459 at 6%.
Sumner Academy 403(B) Tda Plan-66$1,423,391$177,645$2,692iApproximate average salary by contribution assumption: employee only about $67,290 at 4% or $44,860 at 6%; with 50% employer match about $44,860 at 4% or $29,907 at 6%; with 100% employer match about $33,645 at 4% or $22,430 at 6%.
Sumner Academy 403(B) Tda Plan-68$1,256,513$291,223$4,283iApproximate average salary by contribution assumption: employee only about $107,067 at 4% or $71,378 at 6%; with 50% employer match about $71,378 at 4% or $47,585 at 6%; with 100% employer match about $53,534 at 4% or $35,689 at 6%.
2013168$1,256,513$291,223$4,283iApproximate average salary by contribution assumption: employee only about $107,067 at 4% or $71,378 at 6%; with 50% employer match about $71,378 at 4% or $47,585 at 6%; with 100% employer match about $53,534 at 4% or $35,689 at 6%.
Sumner Academy 403(B) Tda Plan-68$1,256,513$291,223$4,283iApproximate average salary by contribution assumption: employee only about $107,067 at 4% or $71,378 at 6%; with 50% employer match about $71,378 at 4% or $47,585 at 6%; with 100% employer match about $53,534 at 4% or $35,689 at 6%.
2012168$1,155,431$105,023$1,544iApproximate average salary by contribution assumption: employee only about $38,611 at 4% or $25,741 at 6%; with 50% employer match about $25,741 at 4% or $17,161 at 6%; with 100% employer match about $19,306 at 4% or $12,870 at 6%.
Sumner Academy 403(B) Tda Plan-68$1,155,431$105,023$1,544iApproximate average salary by contribution assumption: employee only about $38,611 at 4% or $25,741 at 6%; with 50% employer match about $25,741 at 4% or $17,161 at 6%; with 100% employer match about $19,306 at 4% or $12,870 at 6%.
2011167$939,531$95,294$1,422iApproximate average salary by contribution assumption: employee only about $35,557 at 4% or $23,705 at 6%; with 50% employer match about $23,705 at 4% or $15,803 at 6%; with 100% employer match about $17,779 at 4% or $11,852 at 6%.
Sumner Academy 403(B) Tda Plan-67$939,531$95,294$1,422iApproximate average salary by contribution assumption: employee only about $35,557 at 4% or $23,705 at 6%; with 50% employer match about $23,705 at 4% or $15,803 at 6%; with 100% employer match about $17,779 at 4% or $11,852 at 6%.
2010148$838,606$95,506$1,990iApproximate average salary by contribution assumption: employee only about $49,743 at 4% or $33,162 at 6%; with 50% employer match about $33,162 at 4% or $22,108 at 6%; with 100% employer match about $24,871 at 4% or $16,581 at 6%.
Sumner Academy 403(B) Tda Plan-48$838,606$95,506$1,990iApproximate average salary by contribution assumption: employee only about $49,743 at 4% or $33,162 at 6%; with 50% employer match about $33,162 at 4% or $22,108 at 6%; with 100% employer match about $24,871 at 4% or $16,581 at 6%.
2009140$783,611$108,224$2,706iApproximate average salary by contribution assumption: employee only about $67,640 at 4% or $45,093 at 6%; with 50% employer match about $45,093 at 4% or $30,062 at 6%; with 100% employer match about $33,820 at 4% or $22,547 at 6%.
Sumner Academy 403(B) Tda Plan-40$783,611$108,224$2,706iApproximate average salary by contribution assumption: employee only about $67,640 at 4% or $45,093 at 6%; with 50% employer match about $45,093 at 4% or $30,062 at 6%; with 100% employer match about $33,820 at 4% or $22,547 at 6%.
200810$0$0-
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200710$0$0-
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200610$0$0-
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200510$0$0-
Sumner Academy 403(B) Tda Plan-0---
200410$0$0-
Sumner Academy 403(B) Tda Plan-0---
200310$0$0-
Sumner Academy 403(B) Tda Plan-0---
200210$0$0-
Sumner Academy 403(B) Tda Plan-0---
200110$0$0-
Sumner Academy 403(B) Tda Plan-0---
200010$0$0-
Sumner Academy 403(B) Tda Plan-0---