THE SPARROW FUND
Plan context: THE SPARROW FUND 401(K) PLAN
EIN 27-5053006 • Phoenixville, PA • 5 filings • 1 plans
Current Snapshot
Latest Year
2025
2025 Participants
7
2025 Assets
$73,798
2025 Contributions
$17,071
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 7 | $73,798 | $17,071 | $2,439iApproximate average salary by contribution assumption: employee only about $60,968 at 4% or $40,645 at 6%; with 50% employer match about $40,645 at 4% or $27,097 at 6%; with 100% employer match about $30,484 at 4% or $20,323 at 6%. |
| THE SPARROW FUND 401(K) PLAN | - | 7 | $73,798 | $17,071 | $2,439iApproximate average salary by contribution assumption: employee only about $60,968 at 4% or $40,645 at 6%; with 50% employer match about $40,645 at 4% or $27,097 at 6%; with 100% employer match about $30,484 at 4% or $20,323 at 6%. |
| 2024 | 1 | 6 | $47,909 | $14,305 | $2,384iApproximate average salary by contribution assumption: employee only about $59,604 at 4% or $39,736 at 6%; with 50% employer match about $39,736 at 4% or $26,491 at 6%; with 100% employer match about $29,802 at 4% or $19,868 at 6%. |
| THE SPARROW FUND 401(K) PLAN | - | 6 | $47,909 | $14,305 | $2,384iApproximate average salary by contribution assumption: employee only about $59,604 at 4% or $39,736 at 6%; with 50% employer match about $39,736 at 4% or $26,491 at 6%; with 100% employer match about $29,802 at 4% or $19,868 at 6%. |
| 2023 | 1 | 5 | $29,761 | $12,908 | $2,582iApproximate average salary by contribution assumption: employee only about $64,540 at 4% or $43,027 at 6%; with 50% employer match about $43,027 at 4% or $28,684 at 6%; with 100% employer match about $32,270 at 4% or $21,513 at 6%. |
| THE SPARROW FUND 401(K) PLAN | - | 5 | $29,761 | $12,908 | $2,582iApproximate average salary by contribution assumption: employee only about $64,540 at 4% or $43,027 at 6%; with 50% employer match about $43,027 at 4% or $28,684 at 6%; with 100% employer match about $32,270 at 4% or $21,513 at 6%. |
| 2022 | 1 | 4 | $13,564 | $10,552 | $2,638iApproximate average salary by contribution assumption: employee only about $65,950 at 4% or $43,967 at 6%; with 50% employer match about $43,967 at 4% or $29,311 at 6%; with 100% employer match about $32,975 at 4% or $21,983 at 6%. |
| THE SPARROW FUND 401(K) PLAN | - | 4 | $13,564 | $10,552 | $2,638iApproximate average salary by contribution assumption: employee only about $65,950 at 4% or $43,967 at 6%; with 50% employer match about $43,967 at 4% or $29,311 at 6%; with 100% employer match about $32,975 at 4% or $21,983 at 6%. |
| 2021 | 1 | 3 | $4,088 | $4,019 | $1,340iApproximate average salary by contribution assumption: employee only about $33,492 at 4% or $22,328 at 6%; with 50% employer match about $22,328 at 4% or $14,885 at 6%; with 100% employer match about $16,746 at 4% or $11,164 at 6%. |
| THE SPARROW FUND 401(K) PLAN | - | 3 | $4,088 | $4,019 | $1,340iApproximate average salary by contribution assumption: employee only about $33,492 at 4% or $22,328 at 6%; with 50% employer match about $22,328 at 4% or $14,885 at 6%; with 100% employer match about $16,746 at 4% or $11,164 at 6%. |