Mostaghasi Investment Trust
Plan context: MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN
EIN 46-3317097 • Corpus Christi, TX • 18 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
1
2019 Assets
$362,469
2019 Contributions
$162,109
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 |
|---|---|---|---|---|---|
| 2019 | 1 | 1 | $362,469 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $362,469 | - | - |
| 2018 | 1 | 1 | $320,395 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $320,395 | - | - |
| 2017 | 1 | 1 | $331,466 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $331,466 | - | - |
| 2016 | 1 | 1 | $293,339 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $293,339 | - | - |
| 2015 | 1 | 1 | $275,485 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $275,485 | - | - |
| 2013 | 1 | 1 | $650,411 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $650,411 | - | - |
| 2012 | 1 | 1 | $577,753 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $577,753 | - | - |
| 2011 | 1 | 1 | $526,645 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $526,645 | - | - |
| 2010 | 1 | 1 | $531,419 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $531,419 | - | - |
| 2009 | 1 | 1 | $473,492 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | $473,492 | - | - |
| 2008 | 1 | 1 | $0 | $0 | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | - | - | - |
| 2007 | 2 | 1 | $0 | $0 | - |
| Mostaghasi Investment Trust DBA Sun George Contracting and Development Pension Plan | - | 0 | - | - | - |
| MOSTAGHASI INVESTMENT TRUST DBA SUN GEORGE EMPLOYEE 401-K PLAN | - | 1 | - | - | - |
| 2006 | 1 | 1 | $435,091 | $0 | - |
| Mostaghasi Investment Trust DBA Sun George Contracting and Development Pension Plan | - | 1 | $435,091 | - | - |
| 2005 | 1 | 1 | $393,816 | $0 | - |
| Mostaghasi Investment Trust DBA Sun George Contracting and Development Pension Plan | - | 1 | $393,816 | - | - |
| 2004 | 1 | 3 | $380,885 | $162,109 | $54,036iApproximate average salary by contribution assumption: employee only about $1,350,908 at 4% or $900,606 at 6%; with 50% employer match about $900,606 at 4% or $600,404 at 6%; with 100% employer match about $675,454 at 4% or $450,303 at 6%. |
| Mostaghasi Investment Trust DBA Sun George Contracting and Development Pension Plan | - | 3 | $380,885 | $162,109 | $54,036iApproximate average salary by contribution assumption: employee only about $1,350,908 at 4% or $900,606 at 6%; with 50% employer match about $900,606 at 4% or $600,404 at 6%; with 100% employer match about $675,454 at 4% or $450,303 at 6%. |
| 2003 | 1 | 1 | $204,657 | $155,286 | $155,286iApproximate average salary by contribution assumption: employee only about $3,882,150 at 4% or $2,588,100 at 6%; with 50% employer match about $2,588,100 at 4% or $1,725,400 at 6%; with 100% employer match about $1,941,075 at 4% or $1,294,050 at 6%. |
| Mostaghasi Investment Trust DBA Sun George Contracting and Development Pension Plan | - | 1 | $204,657 | $155,286 | $155,286iApproximate average salary by contribution assumption: employee only about $3,882,150 at 4% or $2,588,100 at 6%; with 50% employer match about $2,588,100 at 4% or $1,725,400 at 6%; with 100% employer match about $1,941,075 at 4% or $1,294,050 at 6%. |
| 2002 | 1 | 1 | $46,063 | $46,063 | $46,063iApproximate average salary by contribution assumption: employee only about $1,151,575 at 4% or $767,717 at 6%; with 50% employer match about $767,717 at 4% or $511,811 at 6%; with 100% employer match about $575,788 at 4% or $383,858 at 6%. |
| Mostaghasi Investment Trust DBA Sun George Contracting and Development Pension Plan | - | 1 | $46,063 | $46,063 | $46,063iApproximate average salary by contribution assumption: employee only about $1,151,575 at 4% or $767,717 at 6%; with 50% employer match about $767,717 at 4% or $511,811 at 6%; with 100% employer match about $575,788 at 4% or $383,858 at 6%. |