SULLIVAN & ASSOCIATES, LTD
Plan context: Sullivan & Associates 401 (K) Plan
EIN 46-1883196 • Colorado Springs, CO • 13 filings • 4 plans
Current Snapshot
Latest Year
2025
2025 Participants
6
2025 Assets
$1,494,103
2025 Contributions
$94,053
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 |
|---|---|---|---|---|---|
| 2025 | 1 | 6 | $1,494,103 | $94,053 | $15,676iApproximate average salary by contribution assumption: employee only about $391,888 at 4% or $261,258 at 6%; with 50% employer match about $261,258 at 4% or $174,172 at 6%; with 100% employer match about $195,944 at 4% or $130,629 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 6 | $1,494,103 | $94,053 | $15,676iApproximate average salary by contribution assumption: employee only about $391,888 at 4% or $261,258 at 6%; with 50% employer match about $261,258 at 4% or $174,172 at 6%; with 100% employer match about $195,944 at 4% or $130,629 at 6%. |
| 2024 | 1 | 6 | $1,226,812 | $59,951 | $9,992iApproximate average salary by contribution assumption: employee only about $249,796 at 4% or $166,531 at 6%; with 50% employer match about $166,531 at 4% or $111,020 at 6%; with 100% employer match about $124,898 at 4% or $83,265 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 6 | $1,226,812 | $59,951 | $9,992iApproximate average salary by contribution assumption: employee only about $249,796 at 4% or $166,531 at 6%; with 50% employer match about $166,531 at 4% or $111,020 at 6%; with 100% employer match about $124,898 at 4% or $83,265 at 6%. |
| 2023 | 1 | 6 | $944,256 | $55,613 | $9,269iApproximate average salary by contribution assumption: employee only about $231,721 at 4% or $154,481 at 6%; with 50% employer match about $154,481 at 4% or $102,987 at 6%; with 100% employer match about $115,860 at 4% or $77,240 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 6 | $944,256 | $55,613 | $9,269iApproximate average salary by contribution assumption: employee only about $231,721 at 4% or $154,481 at 6%; with 50% employer match about $154,481 at 4% or $102,987 at 6%; with 100% employer match about $115,860 at 4% or $77,240 at 6%. |
| 2022 | 1 | 5 | $715,847 | $47,606 | $9,521iApproximate average salary by contribution assumption: employee only about $238,030 at 4% or $158,687 at 6%; with 50% employer match about $158,687 at 4% or $105,791 at 6%; with 100% employer match about $119,015 at 4% or $79,343 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 5 | $715,847 | $47,606 | $9,521iApproximate average salary by contribution assumption: employee only about $238,030 at 4% or $158,687 at 6%; with 50% employer match about $158,687 at 4% or $105,791 at 6%; with 100% employer match about $119,015 at 4% or $79,343 at 6%. |
| 2021 | 1 | 4 | $880,522 | $38,899 | $9,725iApproximate average salary by contribution assumption: employee only about $243,119 at 4% or $162,079 at 6%; with 50% employer match about $162,079 at 4% or $108,053 at 6%; with 100% employer match about $121,559 at 4% or $81,040 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 4 | $880,522 | $38,899 | $9,725iApproximate average salary by contribution assumption: employee only about $243,119 at 4% or $162,079 at 6%; with 50% employer match about $162,079 at 4% or $108,053 at 6%; with 100% employer match about $121,559 at 4% or $81,040 at 6%. |
| 2020 | 1 | 5 | $739,021 | $45,348 | $9,070iApproximate average salary by contribution assumption: employee only about $226,740 at 4% or $151,160 at 6%; with 50% employer match about $151,160 at 4% or $100,773 at 6%; with 100% employer match about $113,370 at 4% or $75,580 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 5 | $739,021 | $45,348 | $9,070iApproximate average salary by contribution assumption: employee only about $226,740 at 4% or $151,160 at 6%; with 50% employer match about $151,160 at 4% or $100,773 at 6%; with 100% employer match about $113,370 at 4% or $75,580 at 6%. |
| 2019 | 1 | 7 | $786,124 | $248,592 | $35,513iApproximate average salary by contribution assumption: employee only about $887,829 at 4% or $591,886 at 6%; with 50% employer match about $591,886 at 4% or $394,590 at 6%; with 100% employer match about $443,914 at 4% or $295,943 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 7 | $786,124 | $248,592 | $35,513iApproximate average salary by contribution assumption: employee only about $887,829 at 4% or $591,886 at 6%; with 50% employer match about $591,886 at 4% or $394,590 at 6%; with 100% employer match about $443,914 at 4% or $295,943 at 6%. |
| 2018 | 1 | 6 | $441,295 | $86,558 | $14,426iApproximate average salary by contribution assumption: employee only about $360,658 at 4% or $240,439 at 6%; with 50% employer match about $240,439 at 4% or $160,293 at 6%; with 100% employer match about $180,329 at 4% or $120,219 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 6 | $441,295 | $86,558 | $14,426iApproximate average salary by contribution assumption: employee only about $360,658 at 4% or $240,439 at 6%; with 50% employer match about $240,439 at 4% or $160,293 at 6%; with 100% employer match about $180,329 at 4% or $120,219 at 6%. |
| 2017 | 1 | 7 | $411,233 | $83,696 | $11,957iApproximate average salary by contribution assumption: employee only about $298,914 at 4% or $199,276 at 6%; with 50% employer match about $199,276 at 4% or $132,851 at 6%; with 100% employer match about $149,457 at 4% or $99,638 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 7 | $411,233 | $83,696 | $11,957iApproximate average salary by contribution assumption: employee only about $298,914 at 4% or $199,276 at 6%; with 50% employer match about $199,276 at 4% or $132,851 at 6%; with 100% employer match about $149,457 at 4% or $99,638 at 6%. |
| 2016 | 1 | 8 | $283,992 | $78,411 | $9,801iApproximate average salary by contribution assumption: employee only about $245,034 at 4% or $163,356 at 6%; with 50% employer match about $163,356 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 8 | $283,992 | $78,411 | $9,801iApproximate average salary by contribution assumption: employee only about $245,034 at 4% or $163,356 at 6%; with 50% employer match about $163,356 at 4% or $108,904 at 6%; with 100% employer match about $122,517 at 4% or $81,678 at 6%. |
| 2015 | 1 | 8 | $193,935 | $76,156 | $9,520iApproximate average salary by contribution assumption: employee only about $237,988 at 4% or $158,658 at 6%; with 50% employer match about $158,658 at 4% or $105,772 at 6%; with 100% employer match about $118,994 at 4% or $79,329 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 8 | $193,935 | $76,156 | $9,520iApproximate average salary by contribution assumption: employee only about $237,988 at 4% or $158,658 at 6%; with 50% employer match about $158,658 at 4% or $105,772 at 6%; with 100% employer match about $118,994 at 4% or $79,329 at 6%. |
| 2014 | 1 | 7 | $129,246 | $70,860 | $10,123iApproximate average salary by contribution assumption: employee only about $253,071 at 4% or $168,714 at 6%; with 50% employer match about $168,714 at 4% or $112,476 at 6%; with 100% employer match about $126,536 at 4% or $84,357 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 7 | $129,246 | $70,860 | $10,123iApproximate average salary by contribution assumption: employee only about $253,071 at 4% or $168,714 at 6%; with 50% employer match about $168,714 at 4% or $112,476 at 6%; with 100% employer match about $126,536 at 4% or $84,357 at 6%. |
| 2013 | 1 | 7 | $52,660 | $51,150 | $7,307iApproximate average salary by contribution assumption: employee only about $182,679 at 4% or $121,786 at 6%; with 50% employer match about $121,786 at 4% or $81,190 at 6%; with 100% employer match about $91,339 at 4% or $60,893 at 6%. |
| Sullivan & Associates 401 (K) Plan | - | 7 | $52,660 | $51,150 | $7,307iApproximate average salary by contribution assumption: employee only about $182,679 at 4% or $121,786 at 6%; with 50% employer match about $121,786 at 4% or $81,190 at 6%; with 100% employer match about $91,339 at 4% or $60,893 at 6%. |