Civic Intelligence

Sullivan and Schlieman Wealth Management

Plan context: SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN

EIN 26-2774503 • Alpharetta, GA • 25 filings • 5 plans

5755 North Point Parkway, Suite 207Alpharetta, GA 30022
Current Snapshot

Latest Year

2025

2025 Participants

12

2025 Assets

$4,049,808

2025 Contributions

$318,574

Historical Graphs

Total Assets Over Time

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

$4,178,737$2,089,369$0200920172025YearValue
$4,049,808Latest year 2025

Participants Over Time

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

1790200820172025YearValue
12Latest year 2025

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
2025112$4,049,808$318,574$26,548iApproximate average salary by contribution assumption: employee only about $663,696 at 4% or $442,464 at 6%; with 50% employer match about $442,464 at 4% or $294,976 at 6%; with 100% employer match about $331,848 at 4% or $221,232 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN-12$4,049,808$318,574$26,548iApproximate average salary by contribution assumption: employee only about $663,696 at 4% or $442,464 at 6%; with 50% employer match about $442,464 at 4% or $294,976 at 6%; with 100% employer match about $331,848 at 4% or $221,232 at 6%.
2024311$4,178,737$393,021$35,729iApproximate average salary by contribution assumption: employee only about $893,230 at 4% or $595,486 at 6%; with 50% employer match about $595,486 at 4% or $396,991 at 6%; with 100% employer match about $446,615 at 4% or $297,743 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN-11$3,223,530$343,021$31,184iApproximate average salary by contribution assumption: employee only about $779,593 at 4% or $519,729 at 6%; with 50% employer match about $519,729 at 4% or $346,486 at 6%; with 100% employer match about $389,797 at 4% or $259,864 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT CASH BALANCE PLAN-10$955,207$50,000$5,000iApproximate average salary by contribution assumption: employee only about $125,000 at 4% or $83,333 at 6%; with 50% employer match about $83,333 at 4% or $55,556 at 6%; with 100% employer match about $62,500 at 4% or $41,667 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-0$0--
2023210$3,121,154$494,195$49,420iApproximate average salary by contribution assumption: employee only about $1,235,488 at 4% or $823,658 at 6%; with 50% employer match about $823,658 at 4% or $549,106 at 6%; with 100% employer match about $617,744 at 4% or $411,829 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN-10$2,323,397$274,752$27,475iApproximate average salary by contribution assumption: employee only about $686,880 at 4% or $457,920 at 6%; with 50% employer match about $457,920 at 4% or $305,280 at 6%; with 100% employer match about $343,440 at 4% or $228,960 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT CASH BALANCE PLAN-9$797,757$219,443$24,383iApproximate average salary by contribution assumption: employee only about $609,564 at 4% or $406,376 at 6%; with 50% employer match about $406,376 at 4% or $270,917 at 6%; with 100% employer match about $304,782 at 4% or $203,188 at 6%.
2022210$2,241,969$436,429$43,643iApproximate average salary by contribution assumption: employee only about $1,091,073 at 4% or $727,382 at 6%; with 50% employer match about $727,382 at 4% or $484,921 at 6%; with 100% employer match about $545,536 at 4% or $363,691 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN-10$1,716,298$249,592$24,959iApproximate average salary by contribution assumption: employee only about $623,980 at 4% or $415,987 at 6%; with 50% employer match about $415,987 at 4% or $277,324 at 6%; with 100% employer match about $311,990 at 4% or $207,993 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT CASH BALANCE PLAN-10$525,671$186,837$18,684iApproximate average salary by contribution assumption: employee only about $467,093 at 4% or $311,395 at 6%; with 50% employer match about $311,395 at 4% or $207,597 at 6%; with 100% employer match about $233,546 at 4% or $155,698 at 6%.
2021211$2,235,239$430,219$39,111iApproximate average salary by contribution assumption: employee only about $977,770 at 4% or $651,847 at 6%; with 50% employer match about $651,847 at 4% or $434,565 at 6%; with 100% employer match about $488,885 at 4% or $325,923 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN-11$1,853,199$300,962$27,360iApproximate average salary by contribution assumption: employee only about $684,005 at 4% or $456,003 at 6%; with 50% employer match about $456,003 at 4% or $304,002 at 6%; with 100% employer match about $342,002 at 4% or $228,002 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT CASH BALANCE PLAN-6$382,040$129,257$21,543iApproximate average salary by contribution assumption: employee only about $538,571 at 4% or $359,047 at 6%; with 50% employer match about $359,047 at 4% or $239,365 at 6%; with 100% employer match about $269,285 at 4% or $179,524 at 6%.
202027$1,601,519$245,614$35,088iApproximate average salary by contribution assumption: employee only about $877,193 at 4% or $584,795 at 6%; with 50% employer match about $584,795 at 4% or $389,863 at 6%; with 100% employer match about $438,596 at 4% or $292,398 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT 401(K) PLAN-7$1,353,298$122,937$17,562iApproximate average salary by contribution assumption: employee only about $439,061 at 4% or $292,707 at 6%; with 50% employer match about $292,707 at 4% or $195,138 at 6%; with 100% employer match about $219,530 at 4% or $146,354 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT CASH BALANCE PLAN-7$248,221$122,677$17,525iApproximate average salary by contribution assumption: employee only about $438,132 at 4% or $292,088 at 6%; with 50% employer match about $292,088 at 4% or $194,725 at 6%; with 100% employer match about $219,066 at 4% or $146,044 at 6%.
2019214$1,703,771$319,561$22,826iApproximate average salary by contribution assumption: employee only about $570,645 at 4% or $380,430 at 6%; with 50% employer match about $380,430 at 4% or $253,620 at 6%; with 100% employer match about $285,322 at 4% or $190,215 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-14$1,581,876$197,666$14,119iApproximate average salary by contribution assumption: employee only about $352,975 at 4% or $235,317 at 6%; with 50% employer match about $235,317 at 4% or $156,878 at 6%; with 100% employer match about $176,488 at 4% or $117,658 at 6%.
SULLIVAN & SCHLIEMAN WEALTH MANAGEMENT CASH BALANCE PLAN-6$121,895$121,895$20,316iApproximate average salary by contribution assumption: employee only about $507,896 at 4% or $338,597 at 6%; with 50% employer match about $338,597 at 4% or $225,731 at 6%; with 100% employer match about $253,948 at 4% or $169,299 at 6%.
2018117$1,142,065$162,212$9,542iApproximate average salary by contribution assumption: employee only about $238,547 at 4% or $159,031 at 6%; with 50% employer match about $159,031 at 4% or $106,021 at 6%; with 100% employer match about $119,274 at 4% or $79,516 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-17$1,142,065$162,212$9,542iApproximate average salary by contribution assumption: employee only about $238,547 at 4% or $159,031 at 6%; with 50% employer match about $159,031 at 4% or $106,021 at 6%; with 100% employer match about $119,274 at 4% or $79,516 at 6%.
2017115$1,095,903$140,301$9,353iApproximate average salary by contribution assumption: employee only about $233,835 at 4% or $155,890 at 6%; with 50% employer match about $155,890 at 4% or $103,927 at 6%; with 100% employer match about $116,918 at 4% or $77,945 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-15$1,095,903$140,301$9,353iApproximate average salary by contribution assumption: employee only about $233,835 at 4% or $155,890 at 6%; with 50% employer match about $155,890 at 4% or $103,927 at 6%; with 100% employer match about $116,918 at 4% or $77,945 at 6%.
2016114$824,016$117,078$8,363iApproximate average salary by contribution assumption: employee only about $209,068 at 4% or $139,379 at 6%; with 50% employer match about $139,379 at 4% or $92,919 at 6%; with 100% employer match about $104,534 at 4% or $69,689 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-14$824,016$117,078$8,363iApproximate average salary by contribution assumption: employee only about $209,068 at 4% or $139,379 at 6%; with 50% employer match about $139,379 at 4% or $92,919 at 6%; with 100% employer match about $104,534 at 4% or $69,689 at 6%.
2015113$680,485$164,784$12,676iApproximate average salary by contribution assumption: employee only about $316,892 at 4% or $211,262 at 6%; with 50% employer match about $211,262 at 4% or $140,841 at 6%; with 100% employer match about $158,446 at 4% or $105,631 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-13$680,485$164,784$12,676iApproximate average salary by contribution assumption: employee only about $316,892 at 4% or $211,262 at 6%; with 50% employer match about $211,262 at 4% or $140,841 at 6%; with 100% employer match about $158,446 at 4% or $105,631 at 6%.
2014111$610,341$92,917$8,447iApproximate average salary by contribution assumption: employee only about $211,175 at 4% or $140,783 at 6%; with 50% employer match about $140,783 at 4% or $93,856 at 6%; with 100% employer match about $105,588 at 4% or $70,392 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-11$610,341$92,917$8,447iApproximate average salary by contribution assumption: employee only about $211,175 at 4% or $140,783 at 6%; with 50% employer match about $140,783 at 4% or $93,856 at 6%; with 100% employer match about $105,588 at 4% or $70,392 at 6%.
201319$496,786$102,933$11,437iApproximate average salary by contribution assumption: employee only about $285,925 at 4% or $190,617 at 6%; with 50% employer match about $190,617 at 4% or $127,078 at 6%; with 100% employer match about $142,963 at 4% or $95,308 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-9$496,786$102,933$11,437iApproximate average salary by contribution assumption: employee only about $285,925 at 4% or $190,617 at 6%; with 50% employer match about $190,617 at 4% or $127,078 at 6%; with 100% employer match about $142,963 at 4% or $95,308 at 6%.
2012110$364,564$7,811$781iApproximate average salary by contribution assumption: employee only about $19,528 at 4% or $13,018 at 6%; with 50% employer match about $13,018 at 4% or $8,679 at 6%; with 100% employer match about $9,764 at 4% or $6,509 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-10$364,564$7,811$781iApproximate average salary by contribution assumption: employee only about $19,528 at 4% or $13,018 at 6%; with 50% employer match about $13,018 at 4% or $8,679 at 6%; with 100% employer match about $9,764 at 4% or $6,509 at 6%.
201117$349,423$109,391$15,627iApproximate average salary by contribution assumption: employee only about $390,682 at 4% or $260,455 at 6%; with 50% employer match about $260,455 at 4% or $173,637 at 6%; with 100% employer match about $195,341 at 4% or $130,227 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-7$349,423$109,391$15,627iApproximate average salary by contribution assumption: employee only about $390,682 at 4% or $260,455 at 6%; with 50% employer match about $260,455 at 4% or $173,637 at 6%; with 100% employer match about $195,341 at 4% or $130,227 at 6%.
201019$196,041$73,577$8,175iApproximate average salary by contribution assumption: employee only about $204,381 at 4% or $136,254 at 6%; with 50% employer match about $136,254 at 4% or $90,836 at 6%; with 100% employer match about $102,190 at 4% or $68,127 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-9$196,041$73,577$8,175iApproximate average salary by contribution assumption: employee only about $204,381 at 4% or $136,254 at 6%; with 50% employer match about $136,254 at 4% or $90,836 at 6%; with 100% employer match about $102,190 at 4% or $68,127 at 6%.
200917$149,671$65,303$9,329iApproximate average salary by contribution assumption: employee only about $233,225 at 4% or $155,483 at 6%; with 50% employer match about $155,483 at 4% or $103,656 at 6%; with 100% employer match about $116,613 at 4% or $77,742 at 6%.
Sullivan and Schlieman Wealth Management 401(K) Plan-7$149,671$65,303$9,329iApproximate average salary by contribution assumption: employee only about $233,225 at 4% or $155,483 at 6%; with 50% employer match about $155,483 at 4% or $103,656 at 6%; with 100% employer match about $116,613 at 4% or $77,742 at 6%.
200815$0$0-
Sullivan and Schlieman Wealth Management 401(K) Plan-5---