Civic Intelligence

Sycamore Financial Group

Plan context: Sycamore Financial Group 401(K) Plan

EIN 35-1572068 • Kokomo, IN • 27 filings • 4 plans

2713 Rockford LaneKokomo, IN 46902
Current Snapshot

Latest Year

2024

2024 Participants

6

2024 Assets

$6,343,439

2024 Contributions

$272,904

Historical Graphs

Total Assets Over Time

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

$6,614,210$3,307,105$0199920132024YearValue
$6,343,439Latest year 2024

Participants Over Time

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

740199920122024YearValue
6Latest 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
202416$6,343,439$272,904$45,484iApproximate average salary by contribution assumption: employee only about $1,137,100 at 4% or $758,067 at 6%; with 50% employer match about $758,067 at 4% or $505,378 at 6%; with 100% employer match about $568,550 at 4% or $379,033 at 6%.
Sycamore Financial Group 401(K) Plan-6$6,343,439$272,904$45,484iApproximate average salary by contribution assumption: employee only about $1,137,100 at 4% or $758,067 at 6%; with 50% employer match about $758,067 at 4% or $505,378 at 6%; with 100% employer match about $568,550 at 4% or $379,033 at 6%.
202315$5,340,839$246,983$49,397iApproximate average salary by contribution assumption: employee only about $1,234,915 at 4% or $823,277 at 6%; with 50% employer match about $823,277 at 4% or $548,851 at 6%; with 100% employer match about $617,458 at 4% or $411,638 at 6%.
Sycamore Financial Group 401(K) Plan-5$5,340,839$246,983$49,397iApproximate average salary by contribution assumption: employee only about $1,234,915 at 4% or $823,277 at 6%; with 50% employer match about $823,277 at 4% or $548,851 at 6%; with 100% employer match about $617,458 at 4% or $411,638 at 6%.
202216$6,191,773$218,909$36,485iApproximate average salary by contribution assumption: employee only about $912,121 at 4% or $608,081 at 6%; with 50% employer match about $608,081 at 4% or $405,387 at 6%; with 100% employer match about $456,060 at 4% or $304,040 at 6%.
Sycamore Financial Group 401(K) Plan-6$6,191,773$218,909$36,485iApproximate average salary by contribution assumption: employee only about $912,121 at 4% or $608,081 at 6%; with 50% employer match about $608,081 at 4% or $405,387 at 6%; with 100% employer match about $456,060 at 4% or $304,040 at 6%.
202116$6,614,210$192,291$32,049iApproximate average salary by contribution assumption: employee only about $801,213 at 4% or $534,142 at 6%; with 50% employer match about $534,142 at 4% or $356,094 at 6%; with 100% employer match about $400,606 at 4% or $267,071 at 6%.
Sycamore Financial Group 401(K) Plan-6$6,614,210$192,291$32,049iApproximate average salary by contribution assumption: employee only about $801,213 at 4% or $534,142 at 6%; with 50% employer match about $534,142 at 4% or $356,094 at 6%; with 100% employer match about $400,606 at 4% or $267,071 at 6%.
202016$5,160,606$152,650$25,442iApproximate average salary by contribution assumption: employee only about $636,042 at 4% or $424,028 at 6%; with 50% employer match about $424,028 at 4% or $282,685 at 6%; with 100% employer match about $318,021 at 4% or $212,014 at 6%.
Sycamore Financial Group 401(K) Plan-6$5,160,606$152,650$25,442iApproximate average salary by contribution assumption: employee only about $636,042 at 4% or $424,028 at 6%; with 50% employer match about $424,028 at 4% or $282,685 at 6%; with 100% employer match about $318,021 at 4% or $212,014 at 6%.
201916$4,333,847$131,728$21,955iApproximate average salary by contribution assumption: employee only about $548,867 at 4% or $365,911 at 6%; with 50% employer match about $365,911 at 4% or $243,941 at 6%; with 100% employer match about $274,433 at 4% or $182,956 at 6%.
Sycamore Financial Group 401(K) Plan-6$4,333,847$131,728$21,955iApproximate average salary by contribution assumption: employee only about $548,867 at 4% or $365,911 at 6%; with 50% employer match about $365,911 at 4% or $243,941 at 6%; with 100% employer match about $274,433 at 4% or $182,956 at 6%.
201816$3,400,710$103,234$17,206iApproximate average salary by contribution assumption: employee only about $430,142 at 4% or $286,761 at 6%; with 50% employer match about $286,761 at 4% or $191,174 at 6%; with 100% employer match about $215,071 at 4% or $143,381 at 6%.
Sycamore Financial Group 401(K) Plan-6$3,400,710$103,234$17,206iApproximate average salary by contribution assumption: employee only about $430,142 at 4% or $286,761 at 6%; with 50% employer match about $286,761 at 4% or $191,174 at 6%; with 100% employer match about $215,071 at 4% or $143,381 at 6%.
201714$3,461,736$95,034$23,759iApproximate average salary by contribution assumption: employee only about $593,963 at 4% or $395,975 at 6%; with 50% employer match about $395,975 at 4% or $263,983 at 6%; with 100% employer match about $296,981 at 4% or $197,988 at 6%.
Sycamore Financial Group 401(K) Plan-4$3,461,736$95,034$23,759iApproximate average salary by contribution assumption: employee only about $593,963 at 4% or $395,975 at 6%; with 50% employer match about $395,975 at 4% or $263,983 at 6%; with 100% employer match about $296,981 at 4% or $197,988 at 6%.
201615$3,608,249$101,108$20,222iApproximate average salary by contribution assumption: employee only about $505,540 at 4% or $337,027 at 6%; with 50% employer match about $337,027 at 4% or $224,684 at 6%; with 100% employer match about $252,770 at 4% or $168,513 at 6%.
Sycamore Financial Group 401(K) Plan-5$3,608,249$101,108$20,222iApproximate average salary by contribution assumption: employee only about $505,540 at 4% or $337,027 at 6%; with 50% employer match about $337,027 at 4% or $224,684 at 6%; with 100% employer match about $252,770 at 4% or $168,513 at 6%.
201515$3,081,601$94,465$18,893iApproximate average salary by contribution assumption: employee only about $472,325 at 4% or $314,883 at 6%; with 50% employer match about $314,883 at 4% or $209,922 at 6%; with 100% employer match about $236,163 at 4% or $157,442 at 6%.
Sycamore Financial Group 401(K) Plan-5$3,081,601$94,465$18,893iApproximate average salary by contribution assumption: employee only about $472,325 at 4% or $314,883 at 6%; with 50% employer match about $314,883 at 4% or $209,922 at 6%; with 100% employer match about $236,163 at 4% or $157,442 at 6%.
201415$3,010,392$96,359$19,272iApproximate average salary by contribution assumption: employee only about $481,795 at 4% or $321,197 at 6%; with 50% employer match about $321,197 at 4% or $214,131 at 6%; with 100% employer match about $240,898 at 4% or $160,598 at 6%.
Sycamore Financial Group 401(K) Plan-5$3,010,392$96,359$19,272iApproximate average salary by contribution assumption: employee only about $481,795 at 4% or $321,197 at 6%; with 50% employer match about $321,197 at 4% or $214,131 at 6%; with 100% employer match about $240,898 at 4% or $160,598 at 6%.
201316$2,690,291$59,886$9,981iApproximate average salary by contribution assumption: employee only about $249,525 at 4% or $166,350 at 6%; with 50% employer match about $166,350 at 4% or $110,900 at 6%; with 100% employer match about $124,763 at 4% or $83,175 at 6%.
Sycamore Financial Group 401(K) Plan-6$2,690,291$59,886$9,981iApproximate average salary by contribution assumption: employee only about $249,525 at 4% or $166,350 at 6%; with 50% employer match about $166,350 at 4% or $110,900 at 6%; with 100% employer match about $124,763 at 4% or $83,175 at 6%.
201216$1,976,096$54,440$9,073iApproximate average salary by contribution assumption: employee only about $226,833 at 4% or $151,222 at 6%; with 50% employer match about $151,222 at 4% or $100,815 at 6%; with 100% employer match about $113,417 at 4% or $75,611 at 6%.
Sycamore Financial Group 401(K) Plan-6$1,976,096$54,440$9,073iApproximate average salary by contribution assumption: employee only about $226,833 at 4% or $151,222 at 6%; with 50% employer match about $151,222 at 4% or $100,815 at 6%; with 100% employer match about $113,417 at 4% or $75,611 at 6%.
201116$1,694,524$54,501$9,084iApproximate average salary by contribution assumption: employee only about $227,088 at 4% or $151,392 at 6%; with 50% employer match about $151,392 at 4% or $100,928 at 6%; with 100% employer match about $113,544 at 4% or $75,696 at 6%.
Sycamore Financial Group 401(K) Plan-6$1,694,524$54,501$9,084iApproximate average salary by contribution assumption: employee only about $227,088 at 4% or $151,392 at 6%; with 50% employer match about $151,392 at 4% or $100,928 at 6%; with 100% employer match about $113,544 at 4% or $75,696 at 6%.
201016$1,590,166$53,254$8,876iApproximate average salary by contribution assumption: employee only about $221,892 at 4% or $147,928 at 6%; with 50% employer match about $147,928 at 4% or $98,619 at 6%; with 100% employer match about $110,946 at 4% or $73,964 at 6%.
Sycamore Financial Group 401(K) Plan-6$1,590,166$53,254$8,876iApproximate average salary by contribution assumption: employee only about $221,892 at 4% or $147,928 at 6%; with 50% employer match about $147,928 at 4% or $98,619 at 6%; with 100% employer match about $110,946 at 4% or $73,964 at 6%.
200917$1,470,872$44,109$6,301iApproximate average salary by contribution assumption: employee only about $157,532 at 4% or $105,021 at 6%; with 50% employer match about $105,021 at 4% or $70,014 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
Sycamore Financial Group 401(K) Plan-7$1,470,872$44,109$6,301iApproximate average salary by contribution assumption: employee only about $157,532 at 4% or $105,021 at 6%; with 50% employer match about $105,021 at 4% or $70,014 at 6%; with 100% employer match about $78,766 at 4% or $52,511 at 6%.
200816$1,111,628$46,103$7,684iApproximate average salary by contribution assumption: employee only about $192,096 at 4% or $128,064 at 6%; with 50% employer match about $128,064 at 4% or $85,376 at 6%; with 100% employer match about $96,048 at 4% or $64,032 at 6%.
Sycamore Financial Group 401(K) Plan-6$1,111,628$46,103$7,684iApproximate average salary by contribution assumption: employee only about $192,096 at 4% or $128,064 at 6%; with 50% employer match about $128,064 at 4% or $85,376 at 6%; with 100% employer match about $96,048 at 4% or $64,032 at 6%.
200716$0$0-
Sycamore Financial Group 401(K) Plan-6---
200616$1,414,706$50,140$8,357iApproximate average salary by contribution assumption: employee only about $208,917 at 4% or $139,278 at 6%; with 50% employer match about $139,278 at 4% or $92,852 at 6%; with 100% employer match about $104,458 at 4% or $69,639 at 6%.
Sycamore Financial Group 401(K) Plan-6$1,414,706$50,140$8,357iApproximate average salary by contribution assumption: employee only about $208,917 at 4% or $139,278 at 6%; with 50% employer match about $139,278 at 4% or $92,852 at 6%; with 100% employer match about $104,458 at 4% or $69,639 at 6%.
200525$1,164,831$50,733$10,147iApproximate average salary by contribution assumption: employee only about $253,665 at 4% or $169,110 at 6%; with 50% employer match about $169,110 at 4% or $112,740 at 6%; with 100% employer match about $126,833 at 4% or $84,555 at 6%.
Sycamore Financial Group 401(K) Plan-5$1,164,755$30,154$6,031iApproximate average salary by contribution assumption: employee only about $150,770 at 4% or $100,513 at 6%; with 50% employer match about $100,513 at 4% or $67,009 at 6%; with 100% employer match about $75,385 at 4% or $50,257 at 6%.
SYCAMORE FINANCIAL GROUP FLEXABLE SPENDING ACCOUNT CAFETERIA PLAN-3$76$20,579$6,860iApproximate average salary by contribution assumption: employee only about $171,492 at 4% or $114,328 at 6%; with 50% employer match about $114,328 at 4% or $76,219 at 6%; with 100% employer match about $85,746 at 4% or $57,164 at 6%.
200415$1,073,097$33,515$6,703iApproximate average salary by contribution assumption: employee only about $167,575 at 4% or $111,717 at 6%; with 50% employer match about $111,717 at 4% or $74,478 at 6%; with 100% employer match about $83,788 at 4% or $55,858 at 6%.
Sycamore Financial Group 401(K) Plan-5$1,073,097$33,515$6,703iApproximate average salary by contribution assumption: employee only about $167,575 at 4% or $111,717 at 6%; with 50% employer match about $111,717 at 4% or $74,478 at 6%; with 100% employer match about $83,788 at 4% or $55,858 at 6%.
200314$919,377$27,355$6,839iApproximate average salary by contribution assumption: employee only about $170,969 at 4% or $113,979 at 6%; with 50% employer match about $113,979 at 4% or $75,986 at 6%; with 100% employer match about $85,484 at 4% or $56,990 at 6%.
Sycamore Financial Group 401(K) Plan-4$919,377$27,355$6,839iApproximate average salary by contribution assumption: employee only about $170,969 at 4% or $113,979 at 6%; with 50% employer match about $113,979 at 4% or $75,986 at 6%; with 100% employer match about $85,484 at 4% or $56,990 at 6%.
200214$730,137$27,369$6,842iApproximate average salary by contribution assumption: employee only about $171,056 at 4% or $114,038 at 6%; with 50% employer match about $114,038 at 4% or $76,025 at 6%; with 100% employer match about $85,528 at 4% or $57,019 at 6%.
Sycamore Financial Group 401(K) Plan-4$730,137$27,369$6,842iApproximate average salary by contribution assumption: employee only about $171,056 at 4% or $114,038 at 6%; with 50% employer match about $114,038 at 4% or $76,025 at 6%; with 100% employer match about $85,528 at 4% or $57,019 at 6%.
200114$0$0-
Sycamore Financial Group 401(K) Plan-4---
200014$807,867$32,016$8,004iApproximate average salary by contribution assumption: employee only about $200,100 at 4% or $133,400 at 6%; with 50% employer match about $133,400 at 4% or $88,933 at 6%; with 100% employer match about $100,050 at 4% or $66,700 at 6%.
Sycamore Financial Group 401(K) Plan-4$807,867$32,016$8,004iApproximate average salary by contribution assumption: employee only about $200,100 at 4% or $133,400 at 6%; with 50% employer match about $133,400 at 4% or $88,933 at 6%; with 100% employer match about $100,050 at 4% or $66,700 at 6%.
199914$785,588$104,896$26,224iApproximate average salary by contribution assumption: employee only about $655,600 at 4% or $437,067 at 6%; with 50% employer match about $437,067 at 4% or $291,378 at 6%; with 100% employer match about $327,800 at 4% or $218,533 at 6%.
Sycamore Financial Group 401(K) Plan-4$785,588$104,896$26,224iApproximate average salary by contribution assumption: employee only about $655,600 at 4% or $437,067 at 6%; with 50% employer match about $437,067 at 4% or $291,378 at 6%; with 100% employer match about $327,800 at 4% or $218,533 at 6%.