Civic Intelligence

Sungage Financial LLC

Plan context: Sungage Financial 401(K) Plan

EIN 45-4756815 • Boston, MA • 11 filings • 2 plans

38 Chauncy StreetFloor 6Boston, MA 02111
Current Snapshot

Latest Year

2024

2024 Participants

107

2024 Assets

$7,253,913

2024 Contributions

$1,349,563

Historical Graphs

Total Assets Over Time

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

$7,253,913$3,626,957$0201620202024YearValue
$7,253,913Latest year 2024

Participants Over Time

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

146730201620202024YearValue
107Latest 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
20242107$7,253,913$1,349,563$12,613iApproximate average salary by contribution assumption: employee only about $315,318 at 4% or $210,212 at 6%; with 50% employer match about $210,212 at 4% or $140,142 at 6%; with 100% employer match about $157,659 at 4% or $105,106 at 6%.
Sungage Financial 401(K) Plan-105$7,253,913$1,349,563$12,853iApproximate average salary by contribution assumption: employee only about $321,325 at 4% or $214,216 at 6%; with 50% employer match about $214,216 at 4% or $142,811 at 6%; with 100% employer match about $160,662 at 4% or $107,108 at 6%.
Sungage Financial LLC Health & Welfare Benefit Plan-107---
20232102$5,537,477$1,909,554$18,721iApproximate average salary by contribution assumption: employee only about $468,028 at 4% or $312,019 at 6%; with 50% employer match about $312,019 at 4% or $208,012 at 6%; with 100% employer match about $234,014 at 4% or $156,009 at 6%.
Sungage Financial 401(K) Plan-102$5,537,477$1,909,554$18,721iApproximate average salary by contribution assumption: employee only about $468,028 at 4% or $312,019 at 6%; with 50% employer match about $312,019 at 4% or $208,012 at 6%; with 100% employer match about $234,014 at 4% or $156,009 at 6%.
Sungage Financial LLC Health & Welfare Benefit Plan-102---
20221146$2,993,231$817,918$5,602iApproximate average salary by contribution assumption: employee only about $140,054 at 4% or $93,370 at 6%; with 50% employer match about $93,370 at 4% or $62,246 at 6%; with 100% employer match about $70,027 at 4% or $46,685 at 6%.
Sungage Financial 401(K) Plan-146$2,993,231$817,918$5,602iApproximate average salary by contribution assumption: employee only about $140,054 at 4% or $93,370 at 6%; with 50% employer match about $93,370 at 4% or $62,246 at 6%; with 100% employer match about $70,027 at 4% or $46,685 at 6%.
20211118$2,783,021$506,709$4,294iApproximate average salary by contribution assumption: employee only about $107,354 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,713 at 6%; with 100% employer match about $53,677 at 4% or $35,785 at 6%.
Sungage Financial 401(K) Plan-118$2,783,021$506,709$4,294iApproximate average salary by contribution assumption: employee only about $107,354 at 4% or $71,569 at 6%; with 50% employer match about $71,569 at 4% or $47,713 at 6%; with 100% employer match about $53,677 at 4% or $35,785 at 6%.
2020194$2,206,266$420,239$4,471iApproximate average salary by contribution assumption: employee only about $111,766 at 4% or $74,510 at 6%; with 50% employer match about $74,510 at 4% or $49,674 at 6%; with 100% employer match about $55,883 at 4% or $37,255 at 6%.
Sungage Financial 401(K) Plan-94$2,206,266$420,239$4,471iApproximate average salary by contribution assumption: employee only about $111,766 at 4% or $74,510 at 6%; with 50% employer match about $74,510 at 4% or $49,674 at 6%; with 100% employer match about $55,883 at 4% or $37,255 at 6%.
2019189$1,879,096$396,966$4,460iApproximate average salary by contribution assumption: employee only about $111,507 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%.
Sungage Financial 401(K) Plan-89$1,879,096$396,966$4,460iApproximate average salary by contribution assumption: employee only about $111,507 at 4% or $74,338 at 6%; with 50% employer match about $74,338 at 4% or $49,559 at 6%; with 100% employer match about $55,754 at 4% or $37,169 at 6%.
2018177$1,393,735$476,916$6,194iApproximate average salary by contribution assumption: employee only about $154,843 at 4% or $103,229 at 6%; with 50% employer match about $103,229 at 4% or $68,819 at 6%; with 100% employer match about $77,421 at 4% or $51,614 at 6%.
Sungage Financial 401(K) Plan-77$1,393,735$476,916$6,194iApproximate average salary by contribution assumption: employee only about $154,843 at 4% or $103,229 at 6%; with 50% employer match about $103,229 at 4% or $68,819 at 6%; with 100% employer match about $77,421 at 4% or $51,614 at 6%.
2017160$1,059,022$404,128$6,735iApproximate average salary by contribution assumption: employee only about $168,387 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,193 at 4% or $56,129 at 6%.
Sungage Financial 401(K) Plan-60$1,059,022$404,128$6,735iApproximate average salary by contribution assumption: employee only about $168,387 at 4% or $112,258 at 6%; with 50% employer match about $112,258 at 4% or $74,839 at 6%; with 100% employer match about $84,193 at 4% or $56,129 at 6%.
2016144$543,006$529,531$12,035iApproximate average salary by contribution assumption: employee only about $300,870 at 4% or $200,580 at 6%; with 50% employer match about $200,580 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.
Sungage Financial 401(K) Plan-44$543,006$529,531$12,035iApproximate average salary by contribution assumption: employee only about $300,870 at 4% or $200,580 at 6%; with 50% employer match about $200,580 at 4% or $133,720 at 6%; with 100% employer match about $150,435 at 4% or $100,290 at 6%.