Civic Intelligence

Sunlight Financial Holdings LLC

Plan context: Sunlight Financial Holdings Inc. 401(K) Retirement Plan

EIN 46-5653713 • New York, NY • 16 filings • 4 plans

234 W 39th Street 7th FloorNew York, NY 10018
Current Snapshot

Latest Year

2024

2024 Participants

118

2024 Assets

$7,811,598

2024 Contributions

$1,438,877

Historical Graphs

Total Assets Over Time

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

$7,811,598$3,905,799$0201920222024YearValue
$7,811,598Latest year 2024

Participants Over Time

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

2391200201920222024YearValue
118Latest 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
20243118$7,811,598$1,438,877$12,194iApproximate average salary by contribution assumption: employee only about $304,847 at 4% or $203,231 at 6%; with 50% employer match about $203,231 at 4% or $135,487 at 6%; with 100% employer match about $152,423 at 4% or $101,616 at 6%.
Sunlight Financial Holdings Inc. 401(K) Retirement Plan-91$7,811,598$1,438,877$15,812iApproximate average salary by contribution assumption: employee only about $395,296 at 4% or $263,531 at 6%; with 50% employer match about $263,531 at 4% or $175,687 at 6%; with 100% employer match about $197,648 at 4% or $131,765 at 6%.
Sunlight Financial LLC Welfare Plan-118---
Sunlight Financial LLC Health Plan-115---
20233130$6,873,356$1,872,639$14,405iApproximate average salary by contribution assumption: employee only about $360,123 at 4% or $240,082 at 6%; with 50% employer match about $240,082 at 4% or $160,055 at 6%; with 100% employer match about $180,061 at 4% or $120,041 at 6%.
Sunlight Financial Holdings Inc. 401(K) Retirement Plan-128$6,873,356$1,872,639$14,630iApproximate average salary by contribution assumption: employee only about $365,750 at 4% or $243,833 at 6%; with 50% employer match about $243,833 at 4% or $162,555 at 6%; with 100% employer match about $182,875 at 4% or $121,917 at 6%.
Sunlight Financial LLC Health Plan-123---
Sunlight Financial LLC Welfare Plan-130---
20223239$5,011,017$1,962,825$8,213iApproximate average salary by contribution assumption: employee only about $205,316 at 4% or $136,878 at 6%; with 50% employer match about $136,878 at 4% or $91,252 at 6%; with 100% employer match about $102,658 at 4% or $68,439 at 6%.
Sunlight Financial Holdings Inc. 401(K) Retirement Plan-221$5,011,017$1,962,825$8,882iApproximate average salary by contribution assumption: employee only about $222,039 at 4% or $148,026 at 6%; with 50% employer match about $148,026 at 4% or $98,684 at 6%; with 100% employer match about $111,020 at 4% or $74,013 at 6%.
Sunlight Financial LLC Health Plan-221---
Sunlight Financial LLC Welfare Plan-239---
20213195$4,568,630$1,732,497$8,885iApproximate average salary by contribution assumption: employee only about $222,115 at 4% or $148,077 at 6%; with 50% employer match about $148,077 at 4% or $98,718 at 6%; with 100% employer match about $111,058 at 4% or $74,038 at 6%.
Sunlight Financial Holdings Inc. 401(K) Retirement Plan-195$4,568,630$1,732,497$8,885iApproximate average salary by contribution assumption: employee only about $222,115 at 4% or $148,077 at 6%; with 50% employer match about $148,077 at 4% or $98,718 at 6%; with 100% employer match about $111,058 at 4% or $74,038 at 6%.
Sunlight Financial LLC Health Plan-159---
Sunlight Financial LLC Welfare Plan-164---
20203188$2,709,759$1,367,100$7,272iApproximate average salary by contribution assumption: employee only about $181,795 at 4% or $121,197 at 6%; with 50% employer match about $121,197 at 4% or $80,798 at 6%; with 100% employer match about $90,898 at 4% or $60,598 at 6%.
Sunlight Financial Holdings Inc. 401(K) Retirement Plan-155$2,709,759$1,367,100$8,820iApproximate average salary by contribution assumption: employee only about $220,500 at 4% or $147,000 at 6%; with 50% employer match about $147,000 at 4% or $98,000 at 6%; with 100% employer match about $110,250 at 4% or $73,500 at 6%.
Sunlight Financial LLC Welfare Plan-188---
Sunlight Financial LLC Health Plan-188---
20191127$1,052,411$978,076$7,701iApproximate average salary by contribution assumption: employee only about $192,535 at 4% or $128,356 at 6%; with 50% employer match about $128,356 at 4% or $85,571 at 6%; with 100% employer match about $96,267 at 4% or $64,178 at 6%.
Sunlight Financial Holdings Inc. 401(K) Retirement Plan-127$1,052,411$978,076$7,701iApproximate average salary by contribution assumption: employee only about $192,535 at 4% or $128,356 at 6%; with 50% employer match about $128,356 at 4% or $85,571 at 6%; with 100% employer match about $96,267 at 4% or $64,178 at 6%.