Civic Intelligence

Sundberg and Sundberg LLC

Plan context: Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan

EIN 27-0971945 • Fishers, IN • 23 filings • 4 plans

9929 E. 126th StreetFishers, IN 46038
Current Snapshot

Latest Year

2021

2021 Participants

88

2021 Assets

$2,116,952

2021 Contributions

$3,268

Historical Graphs

Total Assets Over Time

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

$2,777,377$1,388,689$0201120162020YearValue
$2,116,952Latest year 2020

Participants Over Time

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

198990201120162020YearValue
88Latest year 2020

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
202120$0$3,268-
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-0$0$3,199-
SUNDBERG AND SUNDBERG, LLC 401(K) AND PROFIT SHARING PLAN B-0$0$69-
2020388$2,116,952$274,526$3,120iApproximate average salary by contribution assumption: employee only about $77,990 at 4% or $51,994 at 6%; with 50% employer match about $51,994 at 4% or $34,662 at 6%; with 100% employer match about $38,995 at 4% or $25,997 at 6%.
SUNDBERG AND SUNDBERG, LLC 401(K) AND PROFIT SHARING PLAN B-69$1,136,837$159,235$2,308iApproximate average salary by contribution assumption: employee only about $57,694 at 4% or $38,463 at 6%; with 50% employer match about $38,463 at 4% or $25,642 at 6%; with 100% employer match about $28,847 at 4% or $19,231 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-88$980,115$115,291$1,310iApproximate average salary by contribution assumption: employee only about $32,753 at 4% or $21,835 at 6%; with 50% employer match about $21,835 at 4% or $14,557 at 6%; with 100% employer match about $16,377 at 4% or $10,918 at 6%.
Sundberg and Sundberg Premium Only Plan-0---
2019382$2,777,377$241,945$2,951iApproximate average salary by contribution assumption: employee only about $73,764 at 4% or $49,176 at 6%; with 50% employer match about $49,176 at 4% or $32,784 at 6%; with 100% employer match about $36,882 at 4% or $24,588 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-60$1,784,544$241,945$4,032iApproximate average salary by contribution assumption: employee only about $100,810 at 4% or $67,207 at 6%; with 50% employer match about $67,207 at 4% or $44,805 at 6%; with 100% employer match about $50,405 at 4% or $33,603 at 6%.
SUNDBERG AND SUNDBERG, LLC 401(K) AND PROFIT SHARING PLAN B-82$992,833--
Sundberg and Sundberg Premium Only Plan-73---
20182188$1,396,335$273,608$1,455iApproximate average salary by contribution assumption: employee only about $36,384 at 4% or $24,256 at 6%; with 50% employer match about $24,256 at 4% or $16,171 at 6%; with 100% employer match about $18,192 at 4% or $12,128 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-151$1,396,335$273,608$1,812iApproximate average salary by contribution assumption: employee only about $45,299 at 4% or $30,200 at 6%; with 50% employer match about $30,200 at 4% or $20,133 at 6%; with 100% employer match about $22,650 at 4% or $15,100 at 6%.
Sundberg and Sundberg Premium Only Plan-188---
20172170$1,311,173$258,899$1,523iApproximate average salary by contribution assumption: employee only about $38,073 at 4% or $25,382 at 6%; with 50% employer match about $25,382 at 4% or $16,922 at 6%; with 100% employer match about $19,037 at 4% or $12,691 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-151$1,311,173$258,899$1,715iApproximate average salary by contribution assumption: employee only about $42,864 at 4% or $28,576 at 6%; with 50% employer match about $28,576 at 4% or $19,051 at 6%; with 100% employer match about $21,432 at 4% or $14,288 at 6%.
Sundberg and Sundberg Premium Only Plan-170---
20162197$919,790$320,161$1,625iApproximate average salary by contribution assumption: employee only about $40,630 at 4% or $27,086 at 6%; with 50% employer match about $27,086 at 4% or $18,058 at 6%; with 100% employer match about $20,315 at 4% or $13,543 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-155$919,790$320,161$2,066iApproximate average salary by contribution assumption: employee only about $51,639 at 4% or $34,426 at 6%; with 50% employer match about $34,426 at 4% or $22,951 at 6%; with 100% employer match about $25,819 at 4% or $17,213 at 6%.
Sundberg and Sundberg Premium Only Plan-197---
20152198$575,696$249,633$1,261iApproximate average salary by contribution assumption: employee only about $31,519 at 4% or $21,013 at 6%; with 50% employer match about $21,013 at 4% or $14,009 at 6%; with 100% employer match about $15,760 at 4% or $10,506 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-177$575,696$249,633$1,410iApproximate average salary by contribution assumption: employee only about $35,259 at 4% or $23,506 at 6%; with 50% employer match about $23,506 at 4% or $15,671 at 6%; with 100% employer match about $17,629 at 4% or $11,753 at 6%.
Sundberg and Sundberg Premium Only Plan-198---
20142179$370,645$74,603$417iApproximate average salary by contribution assumption: employee only about $10,419 at 4% or $6,946 at 6%; with 50% employer match about $6,946 at 4% or $4,631 at 6%; with 100% employer match about $5,210 at 4% or $3,473 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-161$370,645$74,603$463iApproximate average salary by contribution assumption: employee only about $11,584 at 4% or $7,723 at 6%; with 50% employer match about $7,723 at 4% or $5,149 at 6%; with 100% employer match about $5,792 at 4% or $3,861 at 6%.
Sundberg and Sundberg Premium Only Plan-179---
20132173$316,281$74,083$428iApproximate average salary by contribution assumption: employee only about $10,706 at 4% or $7,137 at 6%; with 50% employer match about $7,137 at 4% or $4,758 at 6%; with 100% employer match about $5,353 at 4% or $3,569 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-124$316,281$74,083$597iApproximate average salary by contribution assumption: employee only about $14,936 at 4% or $9,957 at 6%; with 50% employer match about $9,957 at 4% or $6,638 at 6%; with 100% employer match about $7,468 at 4% or $4,979 at 6%.
Sundberg and Sundberg Premium Only Plan-173---
20122168$229,996$129,805$773iApproximate average salary by contribution assumption: employee only about $19,316 at 4% or $12,877 at 6%; with 50% employer match about $12,877 at 4% or $8,585 at 6%; with 100% employer match about $9,658 at 4% or $6,439 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-52$229,996$129,805$2,496iApproximate average salary by contribution assumption: employee only about $62,406 at 4% or $41,604 at 6%; with 50% employer match about $41,604 at 4% or $27,736 at 6%; with 100% employer match about $31,203 at 4% or $20,802 at 6%.
Sundberg and Sundberg Premium Only Plan-168---
2011142$92,910$97,598$2,324iApproximate average salary by contribution assumption: employee only about $58,094 at 4% or $38,729 at 6%; with 50% employer match about $38,729 at 4% or $25,820 at 6%; with 100% employer match about $29,047 at 4% or $19,365 at 6%.
Sundberg and Sundberg LLC 401(K) and Profit Sharing Plan-42$92,910$97,598$2,324iApproximate average salary by contribution assumption: employee only about $58,094 at 4% or $38,729 at 6%; with 50% employer match about $38,729 at 4% or $25,820 at 6%; with 100% employer match about $29,047 at 4% or $19,365 at 6%.