Sandy Cove Advisors LLC
Plan context: Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust
EIN 27-1293149 • Hingham, MA • 20 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
8
2024 Assets
$1,034,156
2024 Contributions
$218,288
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 | 2 | 8 | $1,034,156 | $218,288 | $27,286iApproximate average salary by contribution assumption: employee only about $682,150 at 4% or $454,767 at 6%; with 50% employer match about $454,767 at 4% or $303,178 at 6%; with 100% employer match about $341,075 at 4% or $227,383 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 8 | $1,034,156 | $218,288 | $27,286iApproximate average salary by contribution assumption: employee only about $682,150 at 4% or $454,767 at 6%; with 50% employer match about $454,767 at 4% or $303,178 at 6%; with 100% employer match about $341,075 at 4% or $227,383 at 6%. |
| SANDY COVE ADVISORS LLC CASH BALANCE PLAN | - | 0 | $0 | - | - |
| 2023 | 2 | 10 | $1,400,249 | $428,161 | $42,816iApproximate average salary by contribution assumption: employee only about $1,070,403 at 4% or $713,602 at 6%; with 50% employer match about $713,602 at 4% or $475,734 at 6%; with 100% employer match about $535,201 at 4% or $356,801 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 8 | $709,623 | $214,619 | $26,827iApproximate average salary by contribution assumption: employee only about $670,684 at 4% or $447,123 at 6%; with 50% employer match about $447,123 at 4% or $298,082 at 6%; with 100% employer match about $335,342 at 4% or $223,561 at 6%. |
| SANDY COVE ADVISORS LLC CASH BALANCE PLAN | - | 10 | $690,626 | $213,542 | $21,354iApproximate average salary by contribution assumption: employee only about $533,855 at 4% or $355,903 at 6%; with 50% employer match about $355,903 at 4% or $237,269 at 6%; with 100% employer match about $266,928 at 4% or $177,952 at 6%. |
| 2022 | 2 | 11 | $850,986 | $326,938 | $29,722iApproximate average salary by contribution assumption: employee only about $743,041 at 4% or $495,361 at 6%; with 50% employer match about $495,361 at 4% or $330,240 at 6%; with 100% employer match about $371,520 at 4% or $247,680 at 6%. |
| SANDY COVE ADVISORS LLC CASH BALANCE PLAN | - | 11 | $429,120 | $176,395 | $16,036iApproximate average salary by contribution assumption: employee only about $400,898 at 4% or $267,265 at 6%; with 50% employer match about $267,265 at 4% or $178,177 at 6%; with 100% employer match about $200,449 at 4% or $133,633 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 8 | $421,866 | $150,543 | $18,818iApproximate average salary by contribution assumption: employee only about $470,447 at 4% or $313,631 at 6%; with 50% employer match about $313,631 at 4% or $209,088 at 6%; with 100% employer match about $235,223 at 4% or $156,816 at 6%. |
| 2021 | 2 | 9 | $664,418 | $287,921 | $31,991iApproximate average salary by contribution assumption: employee only about $799,781 at 4% or $533,187 at 6%; with 50% employer match about $533,187 at 4% or $355,458 at 6%; with 100% employer match about $399,890 at 4% or $266,594 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 9 | $374,090 | $162,921 | $18,102iApproximate average salary by contribution assumption: employee only about $452,558 at 4% or $301,706 at 6%; with 50% employer match about $301,706 at 4% or $201,137 at 6%; with 100% employer match about $226,279 at 4% or $150,853 at 6%. |
| SANDY COVE ADVISORS LLC CASH BALANCE PLAN | - | 8 | $290,328 | $125,000 | $15,625iApproximate average salary by contribution assumption: employee only about $390,625 at 4% or $260,417 at 6%; with 50% employer match about $260,417 at 4% or $173,611 at 6%; with 100% employer match about $195,313 at 4% or $130,208 at 6%. |
| 2020 | 2 | 9 | $427,892 | $250,456 | $27,828iApproximate average salary by contribution assumption: employee only about $695,711 at 4% or $463,807 at 6%; with 50% employer match about $463,807 at 4% or $309,205 at 6%; with 100% employer match about $347,856 at 4% or $231,904 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 6 | $264,996 | $87,560 | $14,593iApproximate average salary by contribution assumption: employee only about $364,833 at 4% or $243,222 at 6%; with 50% employer match about $243,222 at 4% or $162,148 at 6%; with 100% employer match about $182,417 at 4% or $121,611 at 6%. |
| SANDY COVE ADVISORS LLC CASH BALANCE PLAN | - | 9 | $162,896 | $162,896 | $18,100iApproximate average salary by contribution assumption: employee only about $452,489 at 4% or $301,659 at 6%; with 50% employer match about $301,659 at 4% or $201,106 at 6%; with 100% employer match about $226,244 at 4% or $150,830 at 6%. |
| 2019 | 1 | 7 | $185,831 | $66,350 | $9,479iApproximate average salary by contribution assumption: employee only about $236,964 at 4% or $157,976 at 6%; with 50% employer match about $157,976 at 4% or $105,317 at 6%; with 100% employer match about $118,482 at 4% or $78,988 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 7 | $185,831 | $66,350 | $9,479iApproximate average salary by contribution assumption: employee only about $236,964 at 4% or $157,976 at 6%; with 50% employer match about $157,976 at 4% or $105,317 at 6%; with 100% employer match about $118,482 at 4% or $78,988 at 6%. |
| 2018 | 1 | 6 | $90,631 | $35,250 | $5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 6 | $90,631 | $35,250 | $5,875iApproximate average salary by contribution assumption: employee only about $146,875 at 4% or $97,917 at 6%; with 50% employer match about $97,917 at 4% or $65,278 at 6%; with 100% employer match about $73,438 at 4% or $48,958 at 6%. |
| 2017 | 1 | 4 | $98,322 | $30,900 | $7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 4 | $98,322 | $30,900 | $7,725iApproximate average salary by contribution assumption: employee only about $193,125 at 4% or $128,750 at 6%; with 50% employer match about $128,750 at 4% or $85,833 at 6%; with 100% employer match about $96,563 at 4% or $64,375 at 6%. |
| 2016 | 1 | 4 | $56,026 | $17,800 | $4,450iApproximate average salary by contribution assumption: employee only about $111,250 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,444 at 6%; with 100% employer match about $55,625 at 4% or $37,083 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 4 | $56,026 | $17,800 | $4,450iApproximate average salary by contribution assumption: employee only about $111,250 at 4% or $74,167 at 6%; with 50% employer match about $74,167 at 4% or $49,444 at 6%; with 100% employer match about $55,625 at 4% or $37,083 at 6%. |
| 2015 | 1 | 3 | $36,091 | $21,877 | $7,292iApproximate average salary by contribution assumption: employee only about $182,308 at 4% or $121,539 at 6%; with 50% employer match about $121,539 at 4% or $81,026 at 6%; with 100% employer match about $91,154 at 4% or $60,769 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 3 | $36,091 | $21,877 | $7,292iApproximate average salary by contribution assumption: employee only about $182,308 at 4% or $121,539 at 6%; with 50% employer match about $121,539 at 4% or $81,026 at 6%; with 100% employer match about $91,154 at 4% or $60,769 at 6%. |
| 2014 | 1 | 1 | $14,709 | $4,345 | $4,345iApproximate average salary by contribution assumption: employee only about $108,625 at 4% or $72,417 at 6%; with 50% employer match about $72,417 at 4% or $48,278 at 6%; with 100% employer match about $54,313 at 4% or $36,208 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 1 | $14,709 | $4,345 | $4,345iApproximate average salary by contribution assumption: employee only about $108,625 at 4% or $72,417 at 6%; with 50% employer match about $72,417 at 4% or $48,278 at 6%; with 100% employer match about $54,313 at 4% or $36,208 at 6%. |
| 2013 | 1 | 2 | $67,318 | $4,910 | $2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 2 | $67,318 | $4,910 | $2,455iApproximate average salary by contribution assumption: employee only about $61,375 at 4% or $40,917 at 6%; with 50% employer match about $40,917 at 4% or $27,278 at 6%; with 100% employer match about $30,688 at 4% or $20,458 at 6%. |
| 2012 | 1 | 2 | $52,787 | $7,327 | $3,664iApproximate average salary by contribution assumption: employee only about $91,588 at 4% or $61,058 at 6%; with 50% employer match about $61,058 at 4% or $40,706 at 6%; with 100% employer match about $45,794 at 4% or $30,529 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 2 | $52,787 | $7,327 | $3,664iApproximate average salary by contribution assumption: employee only about $91,588 at 4% or $61,058 at 6%; with 50% employer match about $61,058 at 4% or $40,706 at 6%; with 100% employer match about $45,794 at 4% or $30,529 at 6%. |
| 2011 | 1 | 2 | $39,384 | $13,264 | $6,632iApproximate average salary by contribution assumption: employee only about $165,800 at 4% or $110,533 at 6%; with 50% employer match about $110,533 at 4% or $73,689 at 6%; with 100% employer match about $82,900 at 4% or $55,267 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 2 | $39,384 | $13,264 | $6,632iApproximate average salary by contribution assumption: employee only about $165,800 at 4% or $110,533 at 6%; with 50% employer match about $110,533 at 4% or $73,689 at 6%; with 100% employer match about $82,900 at 4% or $55,267 at 6%. |
| 2010 | 1 | 2 | $31,066 | $26,355 | $13,178iApproximate average salary by contribution assumption: employee only about $329,438 at 4% or $219,625 at 6%; with 50% employer match about $219,625 at 4% or $146,417 at 6%; with 100% employer match about $164,719 at 4% or $109,813 at 6%. |
| Sandy Cove Advisors LLC 401 K Profit Sharing Plan Trust | - | 2 | $31,066 | $26,355 | $13,178iApproximate average salary by contribution assumption: employee only about $329,438 at 4% or $219,625 at 6%; with 50% employer match about $219,625 at 4% or $146,417 at 6%; with 100% employer match about $164,719 at 4% or $109,813 at 6%. |