Civic Intelligence

Sutro Management Group Ltd

Plan context: Sutro Management Group Ltd 401(K) Plan

EIN 46-3150698 • San Francisco, CA • 13 filings • 4 plans

1 Maritime Plz Ste 1900San Francisco, CA 94111-3509
Current Snapshot

Latest Year

2024

2024 Participants

69

2024 Assets

$4,376,830

2024 Contributions

$458,448

Historical Graphs

Total Assets Over Time

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

$5,304,930$2,652,465$0201420192024YearValue
$4,376,830Latest year 2024

Participants Over Time

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

133670201420192024YearValue
69Latest 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
2024169$4,376,830$458,448$6,644iApproximate average salary by contribution assumption: employee only about $166,104 at 4% or $110,736 at 6%; with 50% employer match about $110,736 at 4% or $73,824 at 6%; with 100% employer match about $83,052 at 4% or $55,368 at 6%.
Sutro Management Group Ltd 401(K) Plan-69$4,376,830$458,448$6,644iApproximate average salary by contribution assumption: employee only about $166,104 at 4% or $110,736 at 6%; with 50% employer match about $110,736 at 4% or $73,824 at 6%; with 100% employer match about $83,052 at 4% or $55,368 at 6%.
2023168$4,853,611$476,773$7,011iApproximate average salary by contribution assumption: employee only about $175,284 at 4% or $116,856 at 6%; with 50% employer match about $116,856 at 4% or $77,904 at 6%; with 100% employer match about $87,642 at 4% or $58,428 at 6%.
Sutro Management Group Ltd 401(K) Plan-68$4,853,611$476,773$7,011iApproximate average salary by contribution assumption: employee only about $175,284 at 4% or $116,856 at 6%; with 50% employer match about $116,856 at 4% or $77,904 at 6%; with 100% employer match about $87,642 at 4% or $58,428 at 6%.
2021187$5,304,930$644,597$7,409iApproximate average salary by contribution assumption: employee only about $185,229 at 4% or $123,486 at 6%; with 50% employer match about $123,486 at 4% or $82,324 at 6%; with 100% employer match about $92,615 at 4% or $61,743 at 6%.
Sutro Management Group Ltd 401(K) Plan-87$5,304,930$644,597$7,409iApproximate average salary by contribution assumption: employee only about $185,229 at 4% or $123,486 at 6%; with 50% employer match about $123,486 at 4% or $82,324 at 6%; with 100% employer match about $92,615 at 4% or $61,743 at 6%.
20202115$5,011,234$880,540$7,657iApproximate average salary by contribution assumption: employee only about $191,422 at 4% or $127,614 at 6%; with 50% employer match about $127,614 at 4% or $85,076 at 6%; with 100% employer match about $95,711 at 4% or $63,807 at 6%.
Sutro Management Group Ltd 401(K) Plan-95$5,011,234$880,540$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 $115,861 at 4% or $77,240 at 6%.
MAXIMUS REAL ESTATE PARTNERS, LTD EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN.-115---
20192133$4,321,469$989,309$7,438iApproximate average salary by contribution assumption: employee only about $185,960 at 4% or $123,974 at 6%; with 50% employer match about $123,974 at 4% or $82,649 at 6%; with 100% employer match about $92,980 at 4% or $61,987 at 6%.
Sutro Management Group Ltd 401(K) Plan-92$4,321,469$989,309$10,753iApproximate average salary by contribution assumption: employee only about $268,834 at 4% or $179,223 at 6%; with 50% employer match about $179,223 at 4% or $119,482 at 6%; with 100% employer match about $134,417 at 4% or $89,611 at 6%.
MAXIMUS REAL ESTATE PARTNERS, LTD EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN.-133---
20182121$3,037,843$856,157$7,076iApproximate average salary by contribution assumption: employee only about $176,892 at 4% or $117,928 at 6%; with 50% employer match about $117,928 at 4% or $78,619 at 6%; with 100% employer match about $88,446 at 4% or $58,964 at 6%.
Sutro Management Group Ltd 401(K) Plan-83$3,037,843$856,157$10,315iApproximate average salary by contribution assumption: employee only about $257,879 at 4% or $171,919 at 6%; with 50% employer match about $171,919 at 4% or $114,613 at 6%; with 100% employer match about $128,939 at 4% or $85,960 at 6%.
MAXIMUS REAL ESTATE PARTNERS, LTD EMPLOYEE HEALTH AND WELFARE BENEFITS PLAN.-121---
2017169$2,678,800$1,024,528$14,848iApproximate average salary by contribution assumption: employee only about $371,206 at 4% or $247,471 at 6%; with 50% employer match about $247,471 at 4% or $164,980 at 6%; with 100% employer match about $185,603 at 4% or $123,735 at 6%.
Sutro Management Group Ltd 401(K) Plan-69$2,678,800$1,024,528$14,848iApproximate average salary by contribution assumption: employee only about $371,206 at 4% or $247,471 at 6%; with 50% employer match about $247,471 at 4% or $164,980 at 6%; with 100% employer match about $185,603 at 4% or $123,735 at 6%.
2016153$1,535,906$1,017,012$19,189iApproximate average salary by contribution assumption: employee only about $479,723 at 4% or $319,815 at 6%; with 50% employer match about $319,815 at 4% or $213,210 at 6%; with 100% employer match about $239,861 at 4% or $159,908 at 6%.
Sutro Management Group Ltd 401(K) Plan-53$1,535,906$1,017,012$19,189iApproximate average salary by contribution assumption: employee only about $479,723 at 4% or $319,815 at 6%; with 50% employer match about $319,815 at 4% or $213,210 at 6%; with 100% employer match about $239,861 at 4% or $159,908 at 6%.
2015129$564,719$445,287$15,355iApproximate average salary by contribution assumption: employee only about $383,868 at 4% or $255,912 at 6%; with 50% employer match about $255,912 at 4% or $170,608 at 6%; with 100% employer match about $191,934 at 4% or $127,956 at 6%.
Sutro Management Group Ltd 401(K) Plan-29$564,719$445,287$15,355iApproximate average salary by contribution assumption: employee only about $383,868 at 4% or $255,912 at 6%; with 50% employer match about $255,912 at 4% or $170,608 at 6%; with 100% employer match about $191,934 at 4% or $127,956 at 6%.
2014118$157,463$154,561$8,587iApproximate average salary by contribution assumption: employee only about $214,668 at 4% or $143,112 at 6%; with 50% employer match about $143,112 at 4% or $95,408 at 6%; with 100% employer match about $107,334 at 4% or $71,556 at 6%.
Sutro Management Group Ltd 401(K) Plan-18$157,463$154,561$8,587iApproximate average salary by contribution assumption: employee only about $214,668 at 4% or $143,112 at 6%; with 50% employer match about $143,112 at 4% or $95,408 at 6%; with 100% employer match about $107,334 at 4% or $71,556 at 6%.
Sutro Management Group Ltd | EIN 46-3150698 | 2024 Form 5500 Company Profile