Sundell & Associates
Plan context: Sundell & Associates 401(K) Plan
EIN 35-2434586 • Cave Creek, AZ • 3 filings • 1 plans
Current Snapshot
Latest Year
2018
2018 Participants
4
2018 Assets
$121,199
2018 Contributions
$32,845
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 |
|---|---|---|---|---|---|
| 2018 | 1 | 0 | $0 | $32,845 | - |
| Sundell & Associates 401(K) Plan | - | 0 | $0 | $32,845 | - |
| 2017 | 1 | 4 | $121,199 | $96,247 | $24,062iApproximate average salary by contribution assumption: employee only about $601,544 at 4% or $401,029 at 6%; with 50% employer match about $401,029 at 4% or $267,353 at 6%; with 100% employer match about $300,772 at 4% or $200,515 at 6%. |
| Sundell & Associates 401(K) Plan | - | 4 | $121,199 | $96,247 | $24,062iApproximate average salary by contribution assumption: employee only about $601,544 at 4% or $401,029 at 6%; with 50% employer match about $401,029 at 4% or $267,353 at 6%; with 100% employer match about $300,772 at 4% or $200,515 at 6%. |
| 2016 | 1 | 3 | $16,332 | $16,176 | $5,392iApproximate average salary by contribution assumption: employee only about $134,800 at 4% or $89,867 at 6%; with 50% employer match about $89,867 at 4% or $59,911 at 6%; with 100% employer match about $67,400 at 4% or $44,933 at 6%. |
| Sundell & Associates 401(K) Plan | - | 3 | $16,332 | $16,176 | $5,392iApproximate average salary by contribution assumption: employee only about $134,800 at 4% or $89,867 at 6%; with 50% employer match about $89,867 at 4% or $59,911 at 6%; with 100% employer match about $67,400 at 4% or $44,933 at 6%. |