Civic Intelligence

Sumner Law

Plan context: Sumner Law 401(K) Plan & Trust

EIN 47-1008725 • Walnut Creek, CA • 10 filings • 1 plans

1299 Newell Hill PlaceSuite 301Walnut Creek, CA 94596
Current Snapshot

Latest Year

2024

2024 Participants

4

2024 Assets

$838,721

2024 Contributions

$111,126

Historical Graphs

Total Assets Over Time

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

$838,721$419,361$0201520202024YearValue
$838,721Latest year 2024

Participants Over Time

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

420201520202024YearValue
4Latest 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
202414$838,721$111,126$27,782iApproximate average salary by contribution assumption: employee only about $694,538 at 4% or $463,025 at 6%; with 50% employer match about $463,025 at 4% or $308,683 at 6%; with 100% employer match about $347,269 at 4% or $231,513 at 6%.
Sumner Law 401(K) Plan & Trust-4$838,721$111,126$27,782iApproximate average salary by contribution assumption: employee only about $694,538 at 4% or $463,025 at 6%; with 50% employer match about $463,025 at 4% or $308,683 at 6%; with 100% employer match about $347,269 at 4% or $231,513 at 6%.
202313$669,807$69,325$23,108iApproximate average salary by contribution assumption: employee only about $577,708 at 4% or $385,139 at 6%; with 50% employer match about $385,139 at 4% or $256,759 at 6%; with 100% employer match about $288,854 at 4% or $192,569 at 6%.
Sumner Law 401(K) Plan & Trust-3$669,807$69,325$23,108iApproximate average salary by contribution assumption: employee only about $577,708 at 4% or $385,139 at 6%; with 50% employer match about $385,139 at 4% or $256,759 at 6%; with 100% employer match about $288,854 at 4% or $192,569 at 6%.
202213$534,181$72,545$24,182iApproximate average salary by contribution assumption: employee only about $604,542 at 4% or $403,028 at 6%; with 50% employer match about $403,028 at 4% or $268,685 at 6%; with 100% employer match about $302,271 at 4% or $201,514 at 6%.
Sumner Law 401(K) Plan & Trust-3$534,181$72,545$24,182iApproximate average salary by contribution assumption: employee only about $604,542 at 4% or $403,028 at 6%; with 50% employer match about $403,028 at 4% or $268,685 at 6%; with 100% employer match about $302,271 at 4% or $201,514 at 6%.
202113$551,912$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
Sumner Law 401(K) Plan & Trust-3$551,912$7,500$2,500iApproximate average salary by contribution assumption: employee only about $62,500 at 4% or $41,667 at 6%; with 50% employer match about $41,667 at 4% or $27,778 at 6%; with 100% employer match about $31,250 at 4% or $20,833 at 6%.
202013$494,615$91,322$30,441iApproximate average salary by contribution assumption: employee only about $761,017 at 4% or $507,344 at 6%; with 50% employer match about $507,344 at 4% or $338,230 at 6%; with 100% employer match about $380,508 at 4% or $253,672 at 6%.
Sumner Law 401(K) Plan & Trust-3$494,615$91,322$30,441iApproximate average salary by contribution assumption: employee only about $761,017 at 4% or $507,344 at 6%; with 50% employer match about $507,344 at 4% or $338,230 at 6%; with 100% employer match about $380,508 at 4% or $253,672 at 6%.
201912$351,207$43,526$21,763iApproximate average salary by contribution assumption: employee only about $544,075 at 4% or $362,717 at 6%; with 50% employer match about $362,717 at 4% or $241,811 at 6%; with 100% employer match about $272,038 at 4% or $181,358 at 6%.
Sumner Law 401(K) Plan & Trust-2$351,207$43,526$21,763iApproximate average salary by contribution assumption: employee only about $544,075 at 4% or $362,717 at 6%; with 50% employer match about $362,717 at 4% or $241,811 at 6%; with 100% employer match about $272,038 at 4% or $181,358 at 6%.
201812$267,183$78,699$39,350iApproximate average salary by contribution assumption: employee only about $983,738 at 4% or $655,825 at 6%; with 50% employer match about $655,825 at 4% or $437,217 at 6%; with 100% employer match about $491,869 at 4% or $327,913 at 6%.
Sumner Law 401(K) Plan & Trust-2$267,183$78,699$39,350iApproximate average salary by contribution assumption: employee only about $983,738 at 4% or $655,825 at 6%; with 50% employer match about $655,825 at 4% or $437,217 at 6%; with 100% employer match about $491,869 at 4% or $327,913 at 6%.
201712$200,387$78,876$39,438iApproximate average salary by contribution assumption: employee only about $985,950 at 4% or $657,300 at 6%; with 50% employer match about $657,300 at 4% or $438,200 at 6%; with 100% employer match about $492,975 at 4% or $328,650 at 6%.
Sumner Law 401(K) Plan & Trust-2$200,387$78,876$39,438iApproximate average salary by contribution assumption: employee only about $985,950 at 4% or $657,300 at 6%; with 50% employer match about $657,300 at 4% or $438,200 at 6%; with 100% employer match about $492,975 at 4% or $328,650 at 6%.
201612$116,965$78,579$39,290iApproximate average salary by contribution assumption: employee only about $982,238 at 4% or $654,825 at 6%; with 50% employer match about $654,825 at 4% or $436,550 at 6%; with 100% employer match about $491,119 at 4% or $327,413 at 6%.
Sumner Law 401(K) Plan & Trust-2$116,965$78,579$39,290iApproximate average salary by contribution assumption: employee only about $982,238 at 4% or $654,825 at 6%; with 50% employer match about $654,825 at 4% or $436,550 at 6%; with 100% employer match about $491,119 at 4% or $327,413 at 6%.
201512$38,000$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.
Sumner Law 401(K) Plan & Trust-2$38,000$38,000$19,000iApproximate average salary by contribution assumption: employee only about $475,000 at 4% or $316,667 at 6%; with 50% employer match about $316,667 at 4% or $211,111 at 6%; with 100% employer match about $237,500 at 4% or $158,333 at 6%.