Civic Intelligence

Sunset Adventures Wealth Advisors

Plan context: Sunset Adventures Wealth Advisors 401(K) Plan

EIN 33-1192897 • 11 filings • 3 plans

Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$1,265,285

2025 Contributions

$111,666

Historical Graphs

Total Assets Over Time

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

$1,265,285$632,643$0201520202025YearValue
$1,265,285Latest year 2025

Participants Over Time

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

420201520202025YearValue
4Latest year 2025

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
202514$1,265,285$111,666$27,917iApproximate average salary by contribution assumption: employee only about $697,913 at 4% or $465,275 at 6%; with 50% employer match about $465,275 at 4% or $310,183 at 6%; with 100% employer match about $348,956 at 4% or $232,638 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-4$1,265,285$111,666$27,917iApproximate average salary by contribution assumption: employee only about $697,913 at 4% or $465,275 at 6%; with 50% employer match about $465,275 at 4% or $310,183 at 6%; with 100% employer match about $348,956 at 4% or $232,638 at 6%.
202414$1,031,422$88,586$22,147iApproximate average salary by contribution assumption: employee only about $553,663 at 4% or $369,108 at 6%; with 50% employer match about $369,108 at 4% or $246,072 at 6%; with 100% employer match about $276,831 at 4% or $184,554 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-4$1,031,422$88,586$22,147iApproximate average salary by contribution assumption: employee only about $553,663 at 4% or $369,108 at 6%; with 50% employer match about $369,108 at 4% or $246,072 at 6%; with 100% employer match about $276,831 at 4% or $184,554 at 6%.
202313$775,421$79,092$26,364iApproximate average salary by contribution assumption: employee only about $659,100 at 4% or $439,400 at 6%; with 50% employer match about $439,400 at 4% or $292,933 at 6%; with 100% employer match about $329,550 at 4% or $219,700 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$775,421$79,092$26,364iApproximate average salary by contribution assumption: employee only about $659,100 at 4% or $439,400 at 6%; with 50% employer match about $439,400 at 4% or $292,933 at 6%; with 100% employer match about $329,550 at 4% or $219,700 at 6%.
202212$599,961$82,113$41,057iApproximate average salary by contribution assumption: employee only about $1,026,413 at 4% or $684,275 at 6%; with 50% employer match about $684,275 at 4% or $456,183 at 6%; with 100% employer match about $513,206 at 4% or $342,138 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-2$599,961$82,113$41,057iApproximate average salary by contribution assumption: employee only about $1,026,413 at 4% or $684,275 at 6%; with 50% employer match about $684,275 at 4% or $456,183 at 6%; with 100% employer match about $513,206 at 4% or $342,138 at 6%.
202113$676,080$91,045$30,348iApproximate average salary by contribution assumption: employee only about $758,708 at 4% or $505,806 at 6%; with 50% employer match about $505,806 at 4% or $337,204 at 6%; with 100% employer match about $379,354 at 4% or $252,903 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$676,080$91,045$30,348iApproximate average salary by contribution assumption: employee only about $758,708 at 4% or $505,806 at 6%; with 50% employer match about $505,806 at 4% or $337,204 at 6%; with 100% employer match about $379,354 at 4% or $252,903 at 6%.
202013$603,655$81,442$27,147iApproximate average salary by contribution assumption: employee only about $678,683 at 4% or $452,456 at 6%; with 50% employer match about $452,456 at 4% or $301,637 at 6%; with 100% employer match about $339,342 at 4% or $226,228 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$603,655$81,442$27,147iApproximate average salary by contribution assumption: employee only about $678,683 at 4% or $452,456 at 6%; with 50% employer match about $452,456 at 4% or $301,637 at 6%; with 100% employer match about $339,342 at 4% or $226,228 at 6%.
201913$402,334$76,897$25,632iApproximate average salary by contribution assumption: employee only about $640,808 at 4% or $427,206 at 6%; with 50% employer match about $427,206 at 4% or $284,804 at 6%; with 100% employer match about $320,404 at 4% or $213,603 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$402,334$76,897$25,632iApproximate average salary by contribution assumption: employee only about $640,808 at 4% or $427,206 at 6%; with 50% employer match about $427,206 at 4% or $284,804 at 6%; with 100% employer match about $320,404 at 4% or $213,603 at 6%.
201813$236,636$71,579$23,860iApproximate average salary by contribution assumption: employee only about $596,492 at 4% or $397,661 at 6%; with 50% employer match about $397,661 at 4% or $265,107 at 6%; with 100% employer match about $298,246 at 4% or $198,831 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$236,636$71,579$23,860iApproximate average salary by contribution assumption: employee only about $596,492 at 4% or $397,661 at 6%; with 50% employer match about $397,661 at 4% or $265,107 at 6%; with 100% employer match about $298,246 at 4% or $198,831 at 6%.
201713$206,079$69,056$23,019iApproximate average salary by contribution assumption: employee only about $575,467 at 4% or $383,644 at 6%; with 50% employer match about $383,644 at 4% or $255,763 at 6%; with 100% employer match about $287,733 at 4% or $191,822 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$206,079$69,056$23,019iApproximate average salary by contribution assumption: employee only about $575,467 at 4% or $383,644 at 6%; with 50% employer match about $383,644 at 4% or $255,763 at 6%; with 100% employer match about $287,733 at 4% or $191,822 at 6%.
201613$116,886$65,379$21,793iApproximate average salary by contribution assumption: employee only about $544,825 at 4% or $363,217 at 6%; with 50% employer match about $363,217 at 4% or $242,144 at 6%; with 100% employer match about $272,413 at 4% or $181,608 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-3$116,886$65,379$21,793iApproximate average salary by contribution assumption: employee only about $544,825 at 4% or $363,217 at 6%; with 50% employer match about $363,217 at 4% or $242,144 at 6%; with 100% employer match about $272,413 at 4% or $181,608 at 6%.
201512$46,440$56,808$28,404iApproximate average salary by contribution assumption: employee only about $710,100 at 4% or $473,400 at 6%; with 50% employer match about $473,400 at 4% or $315,600 at 6%; with 100% employer match about $355,050 at 4% or $236,700 at 6%.
Sunset Adventures Wealth Advisors 401(K) Plan-2$46,440$56,808$28,404iApproximate average salary by contribution assumption: employee only about $710,100 at 4% or $473,400 at 6%; with 50% employer match about $473,400 at 4% or $315,600 at 6%; with 100% employer match about $355,050 at 4% or $236,700 at 6%.