Sullivan, Dixon & Company P C
Plan context: Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust
EIN 26-2860895 • 16 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
5
2024 Assets
$2,098,975
2024 Contributions
$96,970
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
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 / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 5 | $2,098,975 | $96,970 | $19,394iApproximate average salary by contribution assumption: employee only about $484,850 at 4% or $323,233 at 6%; with 50% employer match about $323,233 at 4% or $215,489 at 6%; with 100% employer match about $242,425 at 4% or $161,617 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 5 | $2,098,975 | $96,970 | $19,394iApproximate average salary by contribution assumption: employee only about $484,850 at 4% or $323,233 at 6%; with 50% employer match about $323,233 at 4% or $215,489 at 6%; with 100% employer match about $242,425 at 4% or $161,617 at 6%. |
| 2023 | 1 | 5 | $1,804,133 | $110,109 | $22,022iApproximate average salary by contribution assumption: employee only about $550,545 at 4% or $367,030 at 6%; with 50% employer match about $367,030 at 4% or $244,687 at 6%; with 100% employer match about $275,273 at 4% or $183,515 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 5 | $1,804,133 | $110,109 | $22,022iApproximate average salary by contribution assumption: employee only about $550,545 at 4% or $367,030 at 6%; with 50% employer match about $367,030 at 4% or $244,687 at 6%; with 100% employer match about $275,273 at 4% or $183,515 at 6%. |
| 2021 | 1 | 4 | $2,097,916 | $74,916 | $18,729iApproximate average salary by contribution assumption: employee only about $468,225 at 4% or $312,150 at 6%; with 50% employer match about $312,150 at 4% or $208,100 at 6%; with 100% employer match about $234,113 at 4% or $156,075 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $2,097,916 | $74,916 | $18,729iApproximate average salary by contribution assumption: employee only about $468,225 at 4% or $312,150 at 6%; with 50% employer match about $312,150 at 4% or $208,100 at 6%; with 100% employer match about $234,113 at 4% or $156,075 at 6%. |
| 2020 | 1 | 4 | $1,783,819 | $150,894 | $37,724iApproximate average salary by contribution assumption: employee only about $943,088 at 4% or $628,725 at 6%; with 50% employer match about $628,725 at 4% or $419,150 at 6%; with 100% employer match about $471,544 at 4% or $314,363 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $1,783,819 | $150,894 | $37,724iApproximate average salary by contribution assumption: employee only about $943,088 at 4% or $628,725 at 6%; with 50% employer match about $628,725 at 4% or $419,150 at 6%; with 100% employer match about $471,544 at 4% or $314,363 at 6%. |
| 2019 | 1 | 4 | $1,540,315 | $80,973 | $20,243iApproximate average salary by contribution assumption: employee only about $506,081 at 4% or $337,388 at 6%; with 50% employer match about $337,388 at 4% or $224,925 at 6%; with 100% employer match about $253,041 at 4% or $168,694 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $1,540,315 | $80,973 | $20,243iApproximate average salary by contribution assumption: employee only about $506,081 at 4% or $337,388 at 6%; with 50% employer match about $337,388 at 4% or $224,925 at 6%; with 100% employer match about $253,041 at 4% or $168,694 at 6%. |
| 2018 | 1 | 4 | $1,186,187 | $91,018 | $22,755iApproximate average salary by contribution assumption: employee only about $568,863 at 4% or $379,242 at 6%; with 50% employer match about $379,242 at 4% or $252,828 at 6%; with 100% employer match about $284,431 at 4% or $189,621 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $1,186,187 | $91,018 | $22,755iApproximate average salary by contribution assumption: employee only about $568,863 at 4% or $379,242 at 6%; with 50% employer match about $379,242 at 4% or $252,828 at 6%; with 100% employer match about $284,431 at 4% or $189,621 at 6%. |
| 2017 | 1 | 3 | $1,190,346 | $73,894 | $24,631iApproximate average salary by contribution assumption: employee only about $615,783 at 4% or $410,522 at 6%; with 50% employer match about $410,522 at 4% or $273,681 at 6%; with 100% employer match about $307,892 at 4% or $205,261 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 3 | $1,190,346 | $73,894 | $24,631iApproximate average salary by contribution assumption: employee only about $615,783 at 4% or $410,522 at 6%; with 50% employer match about $410,522 at 4% or $273,681 at 6%; with 100% employer match about $307,892 at 4% or $205,261 at 6%. |
| 2016 | 1 | 3 | $1,242,414 | $76,854 | $25,618iApproximate average salary by contribution assumption: employee only about $640,450 at 4% or $426,967 at 6%; with 50% employer match about $426,967 at 4% or $284,644 at 6%; with 100% employer match about $320,225 at 4% or $213,483 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 3 | $1,242,414 | $76,854 | $25,618iApproximate average salary by contribution assumption: employee only about $640,450 at 4% or $426,967 at 6%; with 50% employer match about $426,967 at 4% or $284,644 at 6%; with 100% employer match about $320,225 at 4% or $213,483 at 6%. |
| 2015 | 1 | 4 | $1,103,204 | $88,620 | $22,155iApproximate average salary by contribution assumption: employee only about $553,875 at 4% or $369,250 at 6%; with 50% employer match about $369,250 at 4% or $246,167 at 6%; with 100% employer match about $276,938 at 4% or $184,625 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $1,103,204 | $88,620 | $22,155iApproximate average salary by contribution assumption: employee only about $553,875 at 4% or $369,250 at 6%; with 50% employer match about $369,250 at 4% or $246,167 at 6%; with 100% employer match about $276,938 at 4% or $184,625 at 6%. |
| 2014 | 1 | 4 | $1,062,814 | $78,331 | $19,583iApproximate average salary by contribution assumption: employee only about $489,569 at 4% or $326,379 at 6%; with 50% employer match about $326,379 at 4% or $217,586 at 6%; with 100% employer match about $244,784 at 4% or $163,190 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $1,062,814 | $78,331 | $19,583iApproximate average salary by contribution assumption: employee only about $489,569 at 4% or $326,379 at 6%; with 50% employer match about $326,379 at 4% or $217,586 at 6%; with 100% employer match about $244,784 at 4% or $163,190 at 6%. |
| 2013 | 1 | 3 | $965,215 | $81,785 | $27,262iApproximate average salary by contribution assumption: employee only about $681,542 at 4% or $454,361 at 6%; with 50% employer match about $454,361 at 4% or $302,907 at 6%; with 100% employer match about $340,771 at 4% or $227,181 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 3 | $965,215 | $81,785 | $27,262iApproximate average salary by contribution assumption: employee only about $681,542 at 4% or $454,361 at 6%; with 50% employer match about $454,361 at 4% or $302,907 at 6%; with 100% employer match about $340,771 at 4% or $227,181 at 6%. |
| 2012 | 1 | 4 | $835,594 | $83,094 | $20,774iApproximate average salary by contribution assumption: employee only about $519,338 at 4% or $346,225 at 6%; with 50% employer match about $346,225 at 4% or $230,817 at 6%; with 100% employer match about $259,669 at 4% or $173,113 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $835,594 | $83,094 | $20,774iApproximate average salary by contribution assumption: employee only about $519,338 at 4% or $346,225 at 6%; with 50% employer match about $346,225 at 4% or $230,817 at 6%; with 100% employer match about $259,669 at 4% or $173,113 at 6%. |
| 2011 | 1 | 4 | $663,546 | $78,858 | $19,715iApproximate average salary by contribution assumption: employee only about $492,863 at 4% or $328,575 at 6%; with 50% employer match about $328,575 at 4% or $219,050 at 6%; with 100% employer match about $246,431 at 4% or $164,288 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $663,546 | $78,858 | $19,715iApproximate average salary by contribution assumption: employee only about $492,863 at 4% or $328,575 at 6%; with 50% employer match about $328,575 at 4% or $219,050 at 6%; with 100% employer match about $246,431 at 4% or $164,288 at 6%. |
| 2010 | 1 | 4 | $622,130 | $68,361 | $17,090iApproximate average salary by contribution assumption: employee only about $427,256 at 4% or $284,838 at 6%; with 50% employer match about $284,838 at 4% or $189,892 at 6%; with 100% employer match about $213,628 at 4% or $142,419 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $622,130 | $68,361 | $17,090iApproximate average salary by contribution assumption: employee only about $427,256 at 4% or $284,838 at 6%; with 50% employer match about $284,838 at 4% or $189,892 at 6%; with 100% employer match about $213,628 at 4% or $142,419 at 6%. |
| 2009 | 1 | 4 | $478,295 | $73,016 | $18,254iApproximate average salary by contribution assumption: employee only about $456,350 at 4% or $304,233 at 6%; with 50% employer match about $304,233 at 4% or $202,822 at 6%; with 100% employer match about $228,175 at 4% or $152,117 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 4 | $478,295 | $73,016 | $18,254iApproximate average salary by contribution assumption: employee only about $456,350 at 4% or $304,233 at 6%; with 50% employer match about $304,233 at 4% or $202,822 at 6%; with 100% employer match about $228,175 at 4% or $152,117 at 6%. |
| 2008 | 1 | 5 | $485,981 | $751 | $150iApproximate average salary by contribution assumption: employee only about $3,755 at 4% or $2,503 at 6%; with 50% employer match about $2,503 at 4% or $1,669 at 6%; with 100% employer match about $1,877 at 4% or $1,252 at 6%. |
| Sullivan Dixon & Company PC 401K Profit Sharing Plan & Trust | - | 5 | $485,981 | $751 | $150iApproximate average salary by contribution assumption: employee only about $3,755 at 4% or $2,503 at 6%; with 50% employer match about $2,503 at 4% or $1,669 at 6%; with 100% employer match about $1,877 at 4% or $1,252 at 6%. |