Civic Intelligence

Sundance Square Management LLC

Plan context: Sundance Square 401(K) Plan

EIN 32-0635048 • Fort Worth, TX • 9 filings • 2 plans

201 Main StreetSuite 3100Fort Worth, TX 76102
Current Snapshot

Latest Year

2024

2024 Participants

144

2024 Assets

$4,808,485

2024 Contributions

$868,567

Historical Graphs

Total Assets Over Time

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

$4,808,485$2,404,243$0202020222024YearValue
$4,808,485Latest year 2024

Participants Over Time

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

144720202020222024YearValue
144Latest year 2024

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
20242144$4,808,485$868,567$6,032iApproximate average salary by contribution assumption: employee only about $150,793 at 4% or $100,529 at 6%; with 50% employer match about $100,529 at 4% or $67,019 at 6%; with 100% employer match about $75,396 at 4% or $50,264 at 6%.
Sundance Square 401(K) Plan-114$4,808,485$868,567$7,619iApproximate average salary by contribution assumption: employee only about $190,475 at 4% or $126,983 at 6%; with 50% employer match about $126,983 at 4% or $84,656 at 6%; with 100% employer match about $95,238 at 4% or $63,492 at 6%.
Sundance Square Management LLC Wrap Plan-144---
20232142$3,883,820$757,212$5,332iApproximate average salary by contribution assumption: employee only about $133,312 at 4% or $88,875 at 6%; with 50% employer match about $88,875 at 4% or $59,250 at 6%; with 100% employer match about $66,656 at 4% or $44,437 at 6%.
Sundance Square 401(K) Plan-113$3,883,820$757,212$6,701iApproximate average salary by contribution assumption: employee only about $167,525 at 4% or $111,683 at 6%; with 50% employer match about $111,683 at 4% or $74,455 at 6%; with 100% employer match about $83,762 at 4% or $55,842 at 6%.
Sundance Square Management LLC Wrap Plan-142---
20222136$3,005,428$875,530$6,438iApproximate average salary by contribution assumption: employee only about $160,943 at 4% or $107,295 at 6%; with 50% employer match about $107,295 at 4% or $71,530 at 6%; with 100% employer match about $80,472 at 4% or $53,648 at 6%.
Sundance Square 401(K) Plan-124$3,005,428$875,530$7,061iApproximate average salary by contribution assumption: employee only about $176,518 at 4% or $117,679 at 6%; with 50% employer match about $117,679 at 4% or $78,453 at 6%; with 100% employer match about $88,259 at 4% or $58,839 at 6%.
Sundance Square Management LLC Wrap Plan-136---
20212131$3,298,559$886,095$6,764iApproximate average salary by contribution assumption: employee only about $169,102 at 4% or $112,735 at 6%; with 50% employer match about $112,735 at 4% or $75,156 at 6%; with 100% employer match about $84,551 at 4% or $56,367 at 6%.
Sundance Square 401(K) Plan-121$3,298,559$886,095$7,323iApproximate average salary by contribution assumption: employee only about $183,077 at 4% or $122,052 at 6%; with 50% employer match about $122,052 at 4% or $81,368 at 6%; with 100% employer match about $91,539 at 4% or $61,026 at 6%.
Sundance Square Management LLC Wrap Plan-131---
20201111$627,685$562,639$5,069iApproximate average salary by contribution assumption: employee only about $126,720 at 4% or $84,480 at 6%; with 50% employer match about $84,480 at 4% or $56,320 at 6%; with 100% employer match about $63,360 at 4% or $42,240 at 6%.
Sundance Square 401(K) Plan-111$627,685$562,639$5,069iApproximate average salary by contribution assumption: employee only about $126,720 at 4% or $84,480 at 6%; with 50% employer match about $84,480 at 4% or $56,320 at 6%; with 100% employer match about $63,360 at 4% or $42,240 at 6%.