Civic Intelligence

Sfmb Management LLC

Plan context: Sfmb Management LLC Cash Balance Pension Plan

EIN 46-4153922 • Saint Petersburg, FL • 17 filings • 5 plans

9740 16th Street NorthSaint Petersburg, FL 33716
Current Snapshot

Latest Year

2024

2024 Participants

25

2024 Assets

$4,054,429

2024 Contributions

$400,000

Historical Graphs

Total Assets Over Time

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

$4,054,429$2,027,215$0201520202024YearValue
$4,054,429Latest year 2024

Participants Over Time

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

4312160201520202024YearValue
25Latest 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
2024125$4,054,429$400,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-25$4,054,429$400,000$16,000iApproximate average salary by contribution assumption: employee only about $400,000 at 4% or $266,667 at 6%; with 50% employer match about $266,667 at 4% or $177,778 at 6%; with 100% employer match about $200,000 at 4% or $133,333 at 6%.
2023159$3,453,751$300,000$5,085iApproximate average salary by contribution assumption: employee only about $127,119 at 4% or $84,746 at 6%; with 50% employer match about $84,746 at 4% or $56,497 at 6%; with 100% employer match about $63,559 at 4% or $42,373 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-59$3,453,751$300,000$5,085iApproximate average salary by contribution assumption: employee only about $127,119 at 4% or $84,746 at 6%; with 50% employer match about $84,746 at 4% or $56,497 at 6%; with 100% employer match about $63,559 at 4% or $42,373 at 6%.
20221114$2,804,631$300,000$2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-114$2,804,631$300,000$2,632iApproximate average salary by contribution assumption: employee only about $65,789 at 4% or $43,860 at 6%; with 50% employer match about $43,860 at 4% or $29,240 at 6%; with 100% employer match about $32,895 at 4% or $21,930 at 6%.
20212117$2,826,414$357,997$3,060iApproximate average salary by contribution assumption: employee only about $76,495 at 4% or $50,997 at 6%; with 50% employer match about $50,997 at 4% or $33,998 at 6%; with 100% employer match about $38,248 at 4% or $25,498 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-117$2,826,414$300,000$2,564iApproximate average salary by contribution assumption: employee only about $64,103 at 4% or $42,735 at 6%; with 50% employer match about $42,735 at 4% or $28,490 at 6%; with 100% employer match about $32,051 at 4% or $21,368 at 6%.
Sfmb Management LLC 401(K) Plan-0-$57,997-
20202330$3,264,517$135,079$409iApproximate average salary by contribution assumption: employee only about $10,233 at 4% or $6,822 at 6%; with 50% employer match about $6,822 at 4% or $4,548 at 6%; with 100% employer match about $5,117 at 4% or $3,411 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-162$2,406,622--
Sfmb Management LLC 401(K) Plan-330$857,895$135,079$409iApproximate average salary by contribution assumption: employee only about $10,233 at 4% or $6,822 at 6%; with 50% employer match about $6,822 at 4% or $4,548 at 6%; with 100% employer match about $5,117 at 4% or $3,411 at 6%.
20192277$3,588,403$147,991$534iApproximate average salary by contribution assumption: employee only about $13,357 at 4% or $8,904 at 6%; with 50% employer match about $8,904 at 4% or $5,936 at 6%; with 100% employer match about $6,678 at 4% or $4,452 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-145$2,804,547--
Sfmb Management LLC 401(K) Plan-277$783,856$147,991$534iApproximate average salary by contribution assumption: employee only about $13,357 at 4% or $8,904 at 6%; with 50% employer match about $8,904 at 4% or $5,936 at 6%; with 100% employer match about $6,678 at 4% or $4,452 at 6%.
20182251$2,999,589$741,285$2,953iApproximate average salary by contribution assumption: employee only about $73,833 at 4% or $49,222 at 6%; with 50% employer match about $49,222 at 4% or $32,815 at 6%; with 100% employer match about $36,917 at 4% or $24,611 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-150$2,412,421$544,563$3,630iApproximate average salary by contribution assumption: employee only about $90,761 at 4% or $60,507 at 6%; with 50% employer match about $60,507 at 4% or $40,338 at 6%; with 100% employer match about $45,380 at 4% or $30,254 at 6%.
Sfmb Management LLC 401(K) Plan-251$587,168$196,722$784iApproximate average salary by contribution assumption: employee only about $19,594 at 4% or $13,063 at 6%; with 50% employer match about $13,063 at 4% or $8,708 at 6%; with 100% employer match about $9,797 at 4% or $6,531 at 6%.
20172431$2,471,205$951,948$2,209iApproximate average salary by contribution assumption: employee only about $55,217 at 4% or $36,812 at 6%; with 50% employer match about $36,812 at 4% or $24,541 at 6%; with 100% employer match about $27,609 at 4% or $18,406 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-103$2,010,577$754,000$7,320iApproximate average salary by contribution assumption: employee only about $183,010 at 4% or $122,006 at 6%; with 50% employer match about $122,006 at 4% or $81,338 at 6%; with 100% employer match about $91,505 at 4% or $61,003 at 6%.
Sfmb Management LLC 401(K) Plan-431$460,628$197,948$459iApproximate average salary by contribution assumption: employee only about $11,482 at 4% or $7,655 at 6%; with 50% employer match about $7,655 at 4% or $5,103 at 6%; with 100% employer match about $5,741 at 4% or $3,827 at 6%.
20162111$1,287,186$768,178$6,921iApproximate average salary by contribution assumption: employee only about $173,013 at 4% or $115,342 at 6%; with 50% employer match about $115,342 at 4% or $76,895 at 6%; with 100% employer match about $86,507 at 4% or $57,671 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-111$1,054,535$597,559$5,383iApproximate average salary by contribution assumption: employee only about $134,585 at 4% or $89,724 at 6%; with 50% employer match about $89,724 at 4% or $59,816 at 6%; with 100% employer match about $67,293 at 4% or $44,862 at 6%.
Sfmb Management LLC 401(K) Plan-33$232,651$170,619$5,170iApproximate average salary by contribution assumption: employee only about $129,257 at 4% or $86,171 at 6%; with 50% employer match about $86,171 at 4% or $57,447 at 6%; with 100% employer match about $64,628 at 4% or $43,086 at 6%.
2015273$498,318$499,274$6,839iApproximate average salary by contribution assumption: employee only about $170,984 at 4% or $113,989 at 6%; with 50% employer match about $113,989 at 4% or $75,993 at 6%; with 100% employer match about $85,492 at 4% or $56,995 at 6%.
Sfmb Management LLC Cash Balance Pension Plan-57$440,859$440,859$7,734iApproximate average salary by contribution assumption: employee only about $193,359 at 4% or $128,906 at 6%; with 50% employer match about $128,906 at 4% or $85,937 at 6%; with 100% employer match about $96,680 at 4% or $64,453 at 6%.
Sfmb Management LLC 401(K) Plan-73$57,459$58,415$800iApproximate average salary by contribution assumption: employee only about $20,005 at 4% or $13,337 at 6%; with 50% employer match about $13,337 at 4% or $8,891 at 6%; with 100% employer match about $10,003 at 4% or $6,668 at 6%.
Sfmb Management LLC | EIN 46-4153922 | 2024 Form 5500 Company Profile