Civic Intelligence

Sugar Valley Lodge

Plan context: 403(B) Thrift Plan for Employees of Sugar Valley Lodge

EIN 25-1685893 • Franklin, PA • 25 filings • 6 plans

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190 Sugar Valley LnFranklin, PA 16323-5201
Current Snapshot

Latest Year

2024

2024 Participants

59

2024 Assets

$174,541

2024 Contributions

$34,780

Historical Graphs

Total Assets Over Time

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

$424,512$212,256$0200920172024YearValue
$174,541Latest year 2024

Participants Over Time

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

78390200020162024YearValue
59Latest 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
2024159$174,541$34,780$589iApproximate average salary by contribution assumption: employee only about $14,737 at 4% or $9,825 at 6%; with 50% employer match about $9,825 at 4% or $6,550 at 6%; with 100% employer match about $7,369 at 4% or $4,912 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-59$174,541$34,780$589iApproximate average salary by contribution assumption: employee only about $14,737 at 4% or $9,825 at 6%; with 50% employer match about $9,825 at 4% or $6,550 at 6%; with 100% employer match about $7,369 at 4% or $4,912 at 6%.
2023166$151,405$26,101$395iApproximate average salary by contribution assumption: employee only about $9,887 at 4% or $6,591 at 6%; with 50% employer match about $6,591 at 4% or $4,394 at 6%; with 100% employer match about $4,943 at 4% or $3,296 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-66$151,405$26,101$395iApproximate average salary by contribution assumption: employee only about $9,887 at 4% or $6,591 at 6%; with 50% employer match about $6,591 at 4% or $4,394 at 6%; with 100% employer match about $4,943 at 4% or $3,296 at 6%.
2022178$152,897$28,092$360iApproximate average salary by contribution assumption: employee only about $9,004 at 4% or $6,003 at 6%; with 50% employer match about $6,003 at 4% or $4,002 at 6%; with 100% employer match about $4,502 at 4% or $3,001 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-78$152,897$28,092$360iApproximate average salary by contribution assumption: employee only about $9,004 at 4% or $6,003 at 6%; with 50% employer match about $6,003 at 4% or $4,002 at 6%; with 100% employer match about $4,502 at 4% or $3,001 at 6%.
2021154$179,025$27,423$508iApproximate average salary by contribution assumption: employee only about $12,696 at 4% or $8,464 at 6%; with 50% employer match about $8,464 at 4% or $5,643 at 6%; with 100% employer match about $6,348 at 4% or $4,232 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-54$179,025$27,423$508iApproximate average salary by contribution assumption: employee only about $12,696 at 4% or $8,464 at 6%; with 50% employer match about $8,464 at 4% or $5,643 at 6%; with 100% employer match about $6,348 at 4% or $4,232 at 6%.
2020143$209,864$36,988$860iApproximate average salary by contribution assumption: employee only about $21,505 at 4% or $14,336 at 6%; with 50% employer match about $14,336 at 4% or $9,558 at 6%; with 100% employer match about $10,752 at 4% or $7,168 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-43$209,864$36,988$860iApproximate average salary by contribution assumption: employee only about $21,505 at 4% or $14,336 at 6%; with 50% employer match about $14,336 at 4% or $9,558 at 6%; with 100% employer match about $10,752 at 4% or $7,168 at 6%.
2019135$175,708$35,358$1,010iApproximate average salary by contribution assumption: employee only about $25,256 at 4% or $16,837 at 6%; with 50% employer match about $16,837 at 4% or $11,225 at 6%; with 100% employer match about $12,628 at 4% or $8,419 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-35$175,708$35,358$1,010iApproximate average salary by contribution assumption: employee only about $25,256 at 4% or $16,837 at 6%; with 50% employer match about $16,837 at 4% or $11,225 at 6%; with 100% employer match about $12,628 at 4% or $8,419 at 6%.
2018130$187,770$32,194$1,073iApproximate average salary by contribution assumption: employee only about $26,828 at 4% or $17,886 at 6%; with 50% employer match about $17,886 at 4% or $11,924 at 6%; with 100% employer match about $13,414 at 4% or $8,943 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-30$187,770$32,194$1,073iApproximate average salary by contribution assumption: employee only about $26,828 at 4% or $17,886 at 6%; with 50% employer match about $17,886 at 4% or $11,924 at 6%; with 100% employer match about $13,414 at 4% or $8,943 at 6%.
2017124$185,111$37,208$1,550iApproximate average salary by contribution assumption: employee only about $38,758 at 4% or $25,839 at 6%; with 50% employer match about $25,839 at 4% or $17,226 at 6%; with 100% employer match about $19,379 at 4% or $12,919 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-24$185,111$37,208$1,550iApproximate average salary by contribution assumption: employee only about $38,758 at 4% or $25,839 at 6%; with 50% employer match about $25,839 at 4% or $17,226 at 6%; with 100% employer match about $19,379 at 4% or $12,919 at 6%.
2016127$172,314$39,430$1,460iApproximate average salary by contribution assumption: employee only about $36,509 at 4% or $24,340 at 6%; with 50% employer match about $24,340 at 4% or $16,226 at 6%; with 100% employer match about $18,255 at 4% or $12,170 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-27$172,314$39,430$1,460iApproximate average salary by contribution assumption: employee only about $36,509 at 4% or $24,340 at 6%; with 50% employer match about $24,340 at 4% or $16,226 at 6%; with 100% employer match about $18,255 at 4% or $12,170 at 6%.
2015126$266,898$38,413$1,477iApproximate average salary by contribution assumption: employee only about $36,936 at 4% or $24,624 at 6%; with 50% employer match about $24,624 at 4% or $16,416 at 6%; with 100% employer match about $18,468 at 4% or $12,312 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-26$266,898$38,413$1,477iApproximate average salary by contribution assumption: employee only about $36,936 at 4% or $24,624 at 6%; with 50% employer match about $24,624 at 4% or $16,416 at 6%; with 100% employer match about $18,468 at 4% or $12,312 at 6%.
2014124$336,722$39,859$1,661iApproximate average salary by contribution assumption: employee only about $41,520 at 4% or $27,680 at 6%; with 50% employer match about $27,680 at 4% or $18,453 at 6%; with 100% employer match about $20,760 at 4% or $13,840 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-24$336,722$39,859$1,661iApproximate average salary by contribution assumption: employee only about $41,520 at 4% or $27,680 at 6%; with 50% employer match about $27,680 at 4% or $18,453 at 6%; with 100% employer match about $20,760 at 4% or $13,840 at 6%.
2013128$392,493$41,729$1,490iApproximate average salary by contribution assumption: employee only about $37,258 at 4% or $24,839 at 6%; with 50% employer match about $24,839 at 4% or $16,559 at 6%; with 100% employer match about $18,629 at 4% or $12,419 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-28$392,493$41,729$1,490iApproximate average salary by contribution assumption: employee only about $37,258 at 4% or $24,839 at 6%; with 50% employer match about $24,839 at 4% or $16,559 at 6%; with 100% employer match about $18,629 at 4% or $12,419 at 6%.
2012131$424,512$41,458$1,337iApproximate average salary by contribution assumption: employee only about $33,434 at 4% or $22,289 at 6%; with 50% employer match about $22,289 at 4% or $14,859 at 6%; with 100% employer match about $16,717 at 4% or $11,145 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-31$424,512$41,458$1,337iApproximate average salary by contribution assumption: employee only about $33,434 at 4% or $22,289 at 6%; with 50% employer match about $22,289 at 4% or $14,859 at 6%; with 100% employer match about $16,717 at 4% or $11,145 at 6%.
2011126$397,675$44,052$1,694iApproximate average salary by contribution assumption: employee only about $42,358 at 4% or $28,238 at 6%; with 50% employer match about $28,238 at 4% or $18,826 at 6%; with 100% employer match about $21,179 at 4% or $14,119 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-26$397,675$44,052$1,694iApproximate average salary by contribution assumption: employee only about $42,358 at 4% or $28,238 at 6%; with 50% employer match about $28,238 at 4% or $18,826 at 6%; with 100% employer match about $21,179 at 4% or $14,119 at 6%.
2010128$369,149$58,839$2,101iApproximate average salary by contribution assumption: employee only about $52,535 at 4% or $35,023 at 6%; with 50% employer match about $35,023 at 4% or $23,349 at 6%; with 100% employer match about $26,267 at 4% or $17,512 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-28$369,149$58,839$2,101iApproximate average salary by contribution assumption: employee only about $52,535 at 4% or $35,023 at 6%; with 50% employer match about $35,023 at 4% or $23,349 at 6%; with 100% employer match about $26,267 at 4% or $17,512 at 6%.
2009128$304,004$42,151$1,505iApproximate average salary by contribution assumption: employee only about $37,635 at 4% or $25,090 at 6%; with 50% employer match about $25,090 at 4% or $16,727 at 6%; with 100% employer match about $18,817 at 4% or $12,545 at 6%.
403(B) Thrift Plan for Employees of Sugar Valley Lodge-28$304,004$42,151$1,505iApproximate average salary by contribution assumption: employee only about $37,635 at 4% or $25,090 at 6%; with 50% employer match about $25,090 at 4% or $16,727 at 6%; with 100% employer match about $18,817 at 4% or $12,545 at 6%.
200810$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200710$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200610$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200510$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200410$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200310$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200210$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
200110$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-0---
2000120$0$0-
403(B) Thrift Plan for Employees of Sugar Valley Lodge-20---