Sun Development & Management Company
Plan context: SUN COMPANIES 401(K) PLAN
EIN 35-1929796 • Indianapolis, IN • 25 filings • 4 plans
Current Snapshot
Latest Year
2024
2024 Participants
391
2024 Assets
$669,519
2024 Contributions
$648,731
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 | 2 | 391 | $669,519 | $648,731 | $1,659iApproximate average salary by contribution assumption: employee only about $41,479 at 4% or $27,653 at 6%; with 50% employer match about $27,653 at 4% or $18,435 at 6%; with 100% employer match about $20,739 at 4% or $13,826 at 6%. |
| SUN COMPANIES 401(K) PLAN | - | 88 | $669,519 | $648,731 | $7,372iApproximate average salary by contribution assumption: employee only about $184,299 at 4% or $122,866 at 6%; with 50% employer match about $122,866 at 4% or $81,910 at 6%; with 100% employer match about $92,149 at 4% or $61,433 at 6%. |
| Sun Development & Management Corporation Welfare Benefit Plan | - | 391 | - | - | - |
| 2023 | 1 | 375 | $0 | $0 | - |
| Sun Development & Management Corporation Welfare Benefit Plan | - | 375 | - | - | - |
| 2022 | 1 | 0 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | - | - | - | - |
| 2021 | 1 | 283 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 283 | - | - | - |
| 2020 | 1 | 241 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 241 | - | - | - |
| 2019 | 1 | 375 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 375 | - | - | - |
| 2018 | 1 | 643 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 643 | - | - | - |
| 2017 | 1 | 691 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 691 | - | - | - |
| 2016 | 1 | 648 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 648 | - | - | - |
| 2015 | 1 | 636 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 636 | - | - | - |
| 2014 | 1 | 610 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 610 | - | - | - |
| 2013 | 1 | 244 | $0 | $0 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 244 | - | - | - |
| 2012 | 2 | 112 | $0 | $23,784 | $212iApproximate average salary by contribution assumption: employee only about $5,309 at 4% or $3,539 at 6%; with 50% employer match about $3,539 at 4% or $2,360 at 6%; with 100% employer match about $2,654 at 4% or $1,770 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 0 | - | $23,784 | - |
| Sun Development & Management Corp. Medical Benefit Plan | - | 112 | - | - | - |
| 2011 | 1 | 1,883 | $290,031 | $26,415 | $14iApproximate average salary by contribution assumption: employee only about $351 at 4% or $234 at 6%; with 50% employer match about $234 at 4% or $156 at 6%; with 100% employer match about $175 at 4% or $117 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 1,883 | $290,031 | $26,415 | $14iApproximate average salary by contribution assumption: employee only about $351 at 4% or $234 at 6%; with 50% employer match about $234 at 4% or $156 at 6%; with 100% employer match about $175 at 4% or $117 at 6%. |
| 2010 | 1 | 1,504 | $273,372 | $31,621 | $21iApproximate average salary by contribution assumption: employee only about $526 at 4% or $350 at 6%; with 50% employer match about $350 at 4% or $234 at 6%; with 100% employer match about $263 at 4% or $175 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 1,504 | $273,372 | $31,621 | $21iApproximate average salary by contribution assumption: employee only about $526 at 4% or $350 at 6%; with 50% employer match about $350 at 4% or $234 at 6%; with 100% employer match about $263 at 4% or $175 at 6%. |
| 2009 | 1 | 1,450 | $279,735 | $37,618 | $26iApproximate average salary by contribution assumption: employee only about $649 at 4% or $432 at 6%; with 50% employer match about $432 at 4% or $288 at 6%; with 100% employer match about $324 at 4% or $216 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 1,450 | $279,735 | $37,618 | $26iApproximate average salary by contribution assumption: employee only about $649 at 4% or $432 at 6%; with 50% employer match about $432 at 4% or $288 at 6%; with 100% employer match about $324 at 4% or $216 at 6%. |
| 2008 | 1 | 1,169 | $280,589 | $47,252 | $40iApproximate average salary by contribution assumption: employee only about $1,011 at 4% or $674 at 6%; with 50% employer match about $674 at 4% or $449 at 6%; with 100% employer match about $505 at 4% or $337 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 1,169 | $280,589 | $47,252 | $40iApproximate average salary by contribution assumption: employee only about $1,011 at 4% or $674 at 6%; with 50% employer match about $674 at 4% or $449 at 6%; with 100% employer match about $505 at 4% or $337 at 6%. |
| 2007 | 1 | 590 | $307,412 | $45,815 | $78iApproximate average salary by contribution assumption: employee only about $1,941 at 4% or $1,294 at 6%; with 50% employer match about $1,294 at 4% or $863 at 6%; with 100% employer match about $971 at 4% or $647 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 590 | $307,412 | $45,815 | $78iApproximate average salary by contribution assumption: employee only about $1,941 at 4% or $1,294 at 6%; with 50% employer match about $1,294 at 4% or $863 at 6%; with 100% employer match about $971 at 4% or $647 at 6%. |
| 2006 | 1 | 466 | $301,396 | $48,708 | $105iApproximate average salary by contribution assumption: employee only about $2,613 at 4% or $1,742 at 6%; with 50% employer match about $1,742 at 4% or $1,161 at 6%; with 100% employer match about $1,307 at 4% or $871 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 466 | $301,396 | $48,708 | $105iApproximate average salary by contribution assumption: employee only about $2,613 at 4% or $1,742 at 6%; with 50% employer match about $1,742 at 4% or $1,161 at 6%; with 100% employer match about $1,307 at 4% or $871 at 6%. |
| 2005 | 1 | 190 | $259,536 | $123,649 | $651iApproximate average salary by contribution assumption: employee only about $16,270 at 4% or $10,846 at 6%; with 50% employer match about $10,846 at 4% or $7,231 at 6%; with 100% employer match about $8,135 at 4% or $5,423 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 190 | $259,536 | $123,649 | $651iApproximate average salary by contribution assumption: employee only about $16,270 at 4% or $10,846 at 6%; with 50% employer match about $10,846 at 4% or $7,231 at 6%; with 100% employer match about $8,135 at 4% or $5,423 at 6%. |
| 2004 | 1 | 325 | $157,329 | $77,404 | $238iApproximate average salary by contribution assumption: employee only about $5,954 at 4% or $3,969 at 6%; with 50% employer match about $3,969 at 4% or $2,646 at 6%; with 100% employer match about $2,977 at 4% or $1,985 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 325 | $157,329 | $77,404 | $238iApproximate average salary by contribution assumption: employee only about $5,954 at 4% or $3,969 at 6%; with 50% employer match about $3,969 at 4% or $2,646 at 6%; with 100% employer match about $2,977 at 4% or $1,985 at 6%. |
| 2003 | 1 | 102 | $91,423 | $73,566 | $721iApproximate average salary by contribution assumption: employee only about $18,031 at 4% or $12,021 at 6%; with 50% employer match about $12,021 at 4% or $8,014 at 6%; with 100% employer match about $9,015 at 4% or $6,010 at 6%. |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 102 | $91,423 | $73,566 | $721iApproximate average salary by contribution assumption: employee only about $18,031 at 4% or $12,021 at 6%; with 50% employer match about $12,021 at 4% or $8,014 at 6%; with 100% employer match about $9,015 at 4% or $6,010 at 6%. |
| 2002 | 1 | 244 | $0 | $0 | - |
| SUN GROUP OF COMPANIES RETIREMENT SAVINGS PLAN | - | 244 | - | - | - |