Sunstone Financial Group Inc.
Plan context: Sunstone Financial Group Inc. 401K Plan
EIN 39-1657495 • 4 filings • 2 plans
Current Snapshot
Latest Year
2002
2002 Participants
186
2002 Assets
$3,033,987
2002 Contributions
$198,834
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 |
|---|---|---|---|---|---|
| 2002 | 1 | 0 | $0 | $0 | - |
| Sunstone Financial Group Inc. 401K Plan | - | 0 | - | - | - |
| 2001 | 2 | 186 | $3,033,987 | $198,834 | $1,069iApproximate average salary by contribution assumption: employee only about $26,725 at 4% or $17,817 at 6%; with 50% employer match about $17,817 at 4% or $11,878 at 6%; with 100% employer match about $13,363 at 4% or $8,908 at 6%. |
| Sunstone Financial Group Inc. 401K Plan | - | 0 | $3,033,987 | $198,834 | - |
| SUNSTONE FINANCIAL GROUP, INC. COMPADVANTAGE PREMIUM PLAN | - | 186 | - | - | - |
| 2000 | 1 | 164 | $3,274,273 | $624,236 | $3,806iApproximate average salary by contribution assumption: employee only about $95,158 at 4% or $63,439 at 6%; with 50% employer match about $63,439 at 4% or $42,292 at 6%; with 100% employer match about $47,579 at 4% or $31,719 at 6%. |
| Sunstone Financial Group Inc. 401K Plan | - | 164 | $3,274,273 | $624,236 | $3,806iApproximate average salary by contribution assumption: employee only about $95,158 at 4% or $63,439 at 6%; with 50% employer match about $63,439 at 4% or $42,292 at 6%; with 100% employer match about $47,579 at 4% or $31,719 at 6%. |