Civic Intelligence

Sunup Financial LLC

Plan context: Sunup Financial LLC 401 K Profit Sharing Plan Trust

EIN 46-3282331 • Irving, TX • 2 filings • 1 plans

6565 N Macarthur BoulevardSte 250Irving, TX 75039
Current Snapshot

Latest Year

2015

2015 Participants

23

2015 Assets

$97,336

2015 Contributions

$114,400

Historical Graphs

Total Assets Over Time

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

$97,336$48,668$020142015YearValue
$97,336Latest year 2015

Participants Over Time

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

2312020142015YearValue
23Latest year 2015

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
2015123$97,336$114,400$4,974iApproximate average salary by contribution assumption: employee only about $124,348 at 4% or $82,899 at 6%; with 50% employer match about $82,899 at 4% or $55,266 at 6%; with 100% employer match about $62,174 at 4% or $41,449 at 6%.
Sunup Financial LLC 401 K Profit Sharing Plan Trust-23$97,336$114,400$4,974iApproximate average salary by contribution assumption: employee only about $124,348 at 4% or $82,899 at 6%; with 50% employer match about $82,899 at 4% or $55,266 at 6%; with 100% employer match about $62,174 at 4% or $41,449 at 6%.
201415$21,875$25,049$5,010iApproximate average salary by contribution assumption: employee only about $125,245 at 4% or $83,497 at 6%; with 50% employer match about $83,497 at 4% or $55,664 at 6%; with 100% employer match about $62,623 at 4% or $41,748 at 6%.
Sunup Financial LLC 401 K Profit Sharing Plan Trust-5$21,875$25,049$5,010iApproximate average salary by contribution assumption: employee only about $125,245 at 4% or $83,497 at 6%; with 50% employer match about $83,497 at 4% or $55,664 at 6%; with 100% employer match about $62,623 at 4% or $41,748 at 6%.