Sym Financial Corporation
Plan context: Sym Financial Corporation 401K Profit Sharing Plan
EIN 35-1550787 • Winona Lake, IN • 26 filings • 3 plans
Current Snapshot
Latest Year
2024
2024 Participants
73
2024 Assets
$21,297,501
2024 Contributions
$1,969,283
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 | 1 | 73 | $21,297,501 | $1,969,283 | $26,976iApproximate average salary by contribution assumption: employee only about $674,412 at 4% or $449,608 at 6%; with 50% employer match about $449,608 at 4% or $299,739 at 6%; with 100% employer match about $337,206 at 4% or $224,804 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 73 | $21,297,501 | $1,969,283 | $26,976iApproximate average salary by contribution assumption: employee only about $674,412 at 4% or $449,608 at 6%; with 50% employer match about $449,608 at 4% or $299,739 at 6%; with 100% employer match about $337,206 at 4% or $224,804 at 6%. |
| 2023 | 1 | 71 | $18,186,735 | $1,172,506 | $16,514iApproximate average salary by contribution assumption: employee only about $412,854 at 4% or $275,236 at 6%; with 50% employer match about $275,236 at 4% or $183,491 at 6%; with 100% employer match about $206,427 at 4% or $137,618 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 71 | $18,186,735 | $1,172,506 | $16,514iApproximate average salary by contribution assumption: employee only about $412,854 at 4% or $275,236 at 6%; with 50% employer match about $275,236 at 4% or $183,491 at 6%; with 100% employer match about $206,427 at 4% or $137,618 at 6%. |
| 2022 | 1 | 63 | $14,341,644 | $1,514,305 | $24,037iApproximate average salary by contribution assumption: employee only about $600,915 at 4% or $400,610 at 6%; with 50% employer match about $400,610 at 4% or $267,073 at 6%; with 100% employer match about $300,457 at 4% or $200,305 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 63 | $14,341,644 | $1,514,305 | $24,037iApproximate average salary by contribution assumption: employee only about $600,915 at 4% or $400,610 at 6%; with 50% employer match about $400,610 at 4% or $267,073 at 6%; with 100% employer match about $300,457 at 4% or $200,305 at 6%. |
| 2021 | 1 | 57 | $15,286,446 | $1,289,463 | $22,622iApproximate average salary by contribution assumption: employee only about $565,554 at 4% or $377,036 at 6%; with 50% employer match about $377,036 at 4% or $251,357 at 6%; with 100% employer match about $282,777 at 4% or $188,518 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 57 | $15,286,446 | $1,289,463 | $22,622iApproximate average salary by contribution assumption: employee only about $565,554 at 4% or $377,036 at 6%; with 50% employer match about $377,036 at 4% or $251,357 at 6%; with 100% employer match about $282,777 at 4% or $188,518 at 6%. |
| 2020 | 1 | 57 | $13,165,320 | $1,179,085 | $20,686iApproximate average salary by contribution assumption: employee only about $517,143 at 4% or $344,762 at 6%; with 50% employer match about $344,762 at 4% or $229,841 at 6%; with 100% employer match about $258,571 at 4% or $172,381 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 57 | $13,165,320 | $1,179,085 | $20,686iApproximate average salary by contribution assumption: employee only about $517,143 at 4% or $344,762 at 6%; with 50% employer match about $344,762 at 4% or $229,841 at 6%; with 100% employer match about $258,571 at 4% or $172,381 at 6%. |
| 2019 | 1 | 56 | $11,541,178 | $1,210,085 | $21,609iApproximate average salary by contribution assumption: employee only about $540,217 at 4% or $360,144 at 6%; with 50% employer match about $360,144 at 4% or $240,096 at 6%; with 100% employer match about $270,108 at 4% or $180,072 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 56 | $11,541,178 | $1,210,085 | $21,609iApproximate average salary by contribution assumption: employee only about $540,217 at 4% or $360,144 at 6%; with 50% employer match about $360,144 at 4% or $240,096 at 6%; with 100% employer match about $270,108 at 4% or $180,072 at 6%. |
| 2018 | 1 | 56 | $8,366,539 | $905,502 | $16,170iApproximate average salary by contribution assumption: employee only about $404,242 at 4% or $269,495 at 6%; with 50% employer match about $269,495 at 4% or $179,663 at 6%; with 100% employer match about $202,121 at 4% or $134,747 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 56 | $8,366,539 | $905,502 | $16,170iApproximate average salary by contribution assumption: employee only about $404,242 at 4% or $269,495 at 6%; with 50% employer match about $269,495 at 4% or $179,663 at 6%; with 100% employer match about $202,121 at 4% or $134,747 at 6%. |
| 2017 | 1 | 45 | $8,549,314 | $923,948 | $20,532iApproximate average salary by contribution assumption: employee only about $513,304 at 4% or $342,203 at 6%; with 50% employer match about $342,203 at 4% or $228,135 at 6%; with 100% employer match about $256,652 at 4% or $171,101 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 45 | $8,549,314 | $923,948 | $20,532iApproximate average salary by contribution assumption: employee only about $513,304 at 4% or $342,203 at 6%; with 50% employer match about $342,203 at 4% or $228,135 at 6%; with 100% employer match about $256,652 at 4% or $171,101 at 6%. |
| 2016 | 1 | 41 | $7,165,580 | $779,828 | $19,020iApproximate average salary by contribution assumption: employee only about $475,505 at 4% or $317,003 at 6%; with 50% employer match about $317,003 at 4% or $211,336 at 6%; with 100% employer match about $237,752 at 4% or $158,502 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 41 | $7,165,580 | $779,828 | $19,020iApproximate average salary by contribution assumption: employee only about $475,505 at 4% or $317,003 at 6%; with 50% employer match about $317,003 at 4% or $211,336 at 6%; with 100% employer match about $237,752 at 4% or $158,502 at 6%. |
| 2015 | 1 | 41 | $6,149,932 | $1,011,913 | $24,681iApproximate average salary by contribution assumption: employee only about $617,020 at 4% or $411,347 at 6%; with 50% employer match about $411,347 at 4% or $274,231 at 6%; with 100% employer match about $308,510 at 4% or $205,673 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 41 | $6,149,932 | $1,011,913 | $24,681iApproximate average salary by contribution assumption: employee only about $617,020 at 4% or $411,347 at 6%; with 50% employer match about $411,347 at 4% or $274,231 at 6%; with 100% employer match about $308,510 at 4% or $205,673 at 6%. |
| 2014 | 1 | 46 | $5,327,145 | $563,399 | $12,248iApproximate average salary by contribution assumption: employee only about $306,195 at 4% or $204,130 at 6%; with 50% employer match about $204,130 at 4% or $136,087 at 6%; with 100% employer match about $153,098 at 4% or $102,065 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 46 | $5,327,145 | $563,399 | $12,248iApproximate average salary by contribution assumption: employee only about $306,195 at 4% or $204,130 at 6%; with 50% employer match about $204,130 at 4% or $136,087 at 6%; with 100% employer match about $153,098 at 4% or $102,065 at 6%. |
| 2013 | 1 | 44 | $4,462,118 | $442,486 | $10,057iApproximate average salary by contribution assumption: employee only about $251,413 at 4% or $167,608 at 6%; with 50% employer match about $167,608 at 4% or $111,739 at 6%; with 100% employer match about $125,706 at 4% or $83,804 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 44 | $4,462,118 | $442,486 | $10,057iApproximate average salary by contribution assumption: employee only about $251,413 at 4% or $167,608 at 6%; with 50% employer match about $167,608 at 4% or $111,739 at 6%; with 100% employer match about $125,706 at 4% or $83,804 at 6%. |
| 2012 | 1 | 40 | $3,306,993 | $361,755 | $9,044iApproximate average salary by contribution assumption: employee only about $226,097 at 4% or $150,731 at 6%; with 50% employer match about $150,731 at 4% or $100,488 at 6%; with 100% employer match about $113,048 at 4% or $75,366 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 40 | $3,306,993 | $361,755 | $9,044iApproximate average salary by contribution assumption: employee only about $226,097 at 4% or $150,731 at 6%; with 50% employer match about $150,731 at 4% or $100,488 at 6%; with 100% employer match about $113,048 at 4% or $75,366 at 6%. |
| 2011 | 1 | 36 | $2,642,884 | $350,302 | $9,731iApproximate average salary by contribution assumption: employee only about $243,265 at 4% or $162,177 at 6%; with 50% employer match about $162,177 at 4% or $108,118 at 6%; with 100% employer match about $121,633 at 4% or $81,088 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 36 | $2,642,884 | $350,302 | $9,731iApproximate average salary by contribution assumption: employee only about $243,265 at 4% or $162,177 at 6%; with 50% employer match about $162,177 at 4% or $108,118 at 6%; with 100% employer match about $121,633 at 4% or $81,088 at 6%. |
| 2010 | 1 | 33 | $2,425,303 | $279,877 | $8,481iApproximate average salary by contribution assumption: employee only about $212,028 at 4% or $141,352 at 6%; with 50% employer match about $141,352 at 4% or $94,235 at 6%; with 100% employer match about $106,014 at 4% or $70,676 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 33 | $2,425,303 | $279,877 | $8,481iApproximate average salary by contribution assumption: employee only about $212,028 at 4% or $141,352 at 6%; with 50% employer match about $141,352 at 4% or $94,235 at 6%; with 100% employer match about $106,014 at 4% or $70,676 at 6%. |
| 2009 | 1 | 34 | $1,848,258 | $200,577 | $5,899iApproximate average salary by contribution assumption: employee only about $147,483 at 4% or $98,322 at 6%; with 50% employer match about $98,322 at 4% or $65,548 at 6%; with 100% employer match about $73,742 at 4% or $49,161 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 34 | $1,848,258 | $200,577 | $5,899iApproximate average salary by contribution assumption: employee only about $147,483 at 4% or $98,322 at 6%; with 50% employer match about $98,322 at 4% or $65,548 at 6%; with 100% employer match about $73,742 at 4% or $49,161 at 6%. |
| 2008 | 1 | 25 | $1,271,398 | $262,237 | $10,489iApproximate average salary by contribution assumption: employee only about $262,237 at 4% or $174,825 at 6%; with 50% employer match about $174,825 at 4% or $116,550 at 6%; with 100% employer match about $131,119 at 4% or $87,412 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 25 | $1,271,398 | $262,237 | $10,489iApproximate average salary by contribution assumption: employee only about $262,237 at 4% or $174,825 at 6%; with 50% employer match about $174,825 at 4% or $116,550 at 6%; with 100% employer match about $131,119 at 4% or $87,412 at 6%. |
| 2007 | 1 | 21 | $1,611,169 | $239,126 | $11,387iApproximate average salary by contribution assumption: employee only about $284,674 at 4% or $189,783 at 6%; with 50% employer match about $189,783 at 4% or $126,522 at 6%; with 100% employer match about $142,337 at 4% or $94,891 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 21 | $1,611,169 | $239,126 | $11,387iApproximate average salary by contribution assumption: employee only about $284,674 at 4% or $189,783 at 6%; with 50% employer match about $189,783 at 4% or $126,522 at 6%; with 100% employer match about $142,337 at 4% or $94,891 at 6%. |
| 2006 | 1 | 20 | $1,401,922 | $196,107 | $9,805iApproximate average salary by contribution assumption: employee only about $245,134 at 4% or $163,423 at 6%; with 50% employer match about $163,423 at 4% or $108,948 at 6%; with 100% employer match about $122,567 at 4% or $81,711 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 20 | $1,401,922 | $196,107 | $9,805iApproximate average salary by contribution assumption: employee only about $245,134 at 4% or $163,423 at 6%; with 50% employer match about $163,423 at 4% or $108,948 at 6%; with 100% employer match about $122,567 at 4% or $81,711 at 6%. |
| 2005 | 1 | 23 | $1,233,781 | $212,036 | $9,219iApproximate average salary by contribution assumption: employee only about $230,474 at 4% or $153,649 at 6%; with 50% employer match about $153,649 at 4% or $102,433 at 6%; with 100% employer match about $115,237 at 4% or $76,825 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 23 | $1,233,781 | $212,036 | $9,219iApproximate average salary by contribution assumption: employee only about $230,474 at 4% or $153,649 at 6%; with 50% employer match about $153,649 at 4% or $102,433 at 6%; with 100% employer match about $115,237 at 4% or $76,825 at 6%. |
| 2004 | 1 | 25 | $1,140,364 | $175,538 | $7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 25 | $1,140,364 | $175,538 | $7,022iApproximate average salary by contribution assumption: employee only about $175,538 at 4% or $117,025 at 6%; with 50% employer match about $117,025 at 4% or $78,017 at 6%; with 100% employer match about $87,769 at 4% or $58,513 at 6%. |
| 2003 | 1 | 38 | $949,226 | $136,431 | $3,590iApproximate average salary by contribution assumption: employee only about $89,757 at 4% or $59,838 at 6%; with 50% employer match about $59,838 at 4% or $39,892 at 6%; with 100% employer match about $44,879 at 4% or $29,919 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 38 | $949,226 | $136,431 | $3,590iApproximate average salary by contribution assumption: employee only about $89,757 at 4% or $59,838 at 6%; with 50% employer match about $59,838 at 4% or $39,892 at 6%; with 100% employer match about $44,879 at 4% or $29,919 at 6%. |
| 2002 | 1 | 45 | $0 | $0 | - |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 45 | - | - | - |
| 2001 | 1 | 53 | $0 | $0 | - |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 53 | - | - | - |
| 2000 | 1 | 61 | $0 | $0 | - |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 61 | - | - | - |
| 1999 | 1 | 37 | $1,552,530 | $177,765 | $4,804iApproximate average salary by contribution assumption: employee only about $120,111 at 4% or $80,074 at 6%; with 50% employer match about $80,074 at 4% or $53,383 at 6%; with 100% employer match about $60,056 at 4% or $40,037 at 6%. |
| Sym Financial Corporation 401K Profit Sharing Plan | - | 37 | $1,552,530 | $177,765 | $4,804iApproximate average salary by contribution assumption: employee only about $120,111 at 4% or $80,074 at 6%; with 50% employer match about $80,074 at 4% or $53,383 at 6%; with 100% employer match about $60,056 at 4% or $40,037 at 6%. |