Sarmento Financial Inc.
Plan context: Sarmento Financial Inc. Retirement Plan
EIN 47-1070430 • Naples, FL • 7 filings • 2 plans
Current Snapshot
Latest Year
2019
2019 Participants
3
2019 Assets
$192,050
2019 Contributions
$31,572
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 | 0 | $0 | $0 | - |
| Sarmento Financial Inc. Retirement Plan | - | 0 | - | - | - |
| 2018 | 2 | 3 | $192,050 | $31,572 | $10,524iApproximate average salary by contribution assumption: employee only about $263,100 at 4% or $175,400 at 6%; with 50% employer match about $175,400 at 4% or $116,933 at 6%; with 100% employer match about $131,550 at 4% or $87,700 at 6%. |
| Sarmento Financial Inc. Retirement Plan | - | 2 | $161,943 | - | - |
| Sarmento Financial Inc. Retirement Plan | - | 3 | $30,107 | $31,572 | $10,524iApproximate average salary by contribution assumption: employee only about $263,100 at 4% or $175,400 at 6%; with 50% employer match about $175,400 at 4% or $116,933 at 6%; with 100% employer match about $131,550 at 4% or $87,700 at 6%. |
| 2017 | 1 | 2 | $303,993 | $0 | - |
| Sarmento Financial Inc. Retirement Plan | - | 2 | $303,993 | - | - |
| 2016 | 1 | 2 | $708,707 | $0 | - |
| Sarmento Financial Inc. Retirement Plan | - | 2 | $708,707 | - | - |
| 2015 | 1 | 1 | $437,820 | $115,356 | $115,356iApproximate average salary by contribution assumption: employee only about $2,883,900 at 4% or $1,922,600 at 6%; with 50% employer match about $1,922,600 at 4% or $1,281,733 at 6%; with 100% employer match about $1,441,950 at 4% or $961,300 at 6%. |
| Sarmento Financial Inc. Retirement Plan | - | 1 | $437,820 | $115,356 | $115,356iApproximate average salary by contribution assumption: employee only about $2,883,900 at 4% or $1,922,600 at 6%; with 50% employer match about $1,922,600 at 4% or $1,281,733 at 6%; with 100% employer match about $1,441,950 at 4% or $961,300 at 6%. |
| 2014 | 1 | 1 | $256,136 | $273,050 | $273,050iApproximate average salary by contribution assumption: employee only about $6,826,250 at 4% or $4,550,833 at 6%; with 50% employer match about $4,550,833 at 4% or $3,033,889 at 6%; with 100% employer match about $3,413,125 at 4% or $2,275,417 at 6%. |
| Sarmento Financial Inc. Retirement Plan | - | 1 | $256,136 | $273,050 | $273,050iApproximate average salary by contribution assumption: employee only about $6,826,250 at 4% or $4,550,833 at 6%; with 50% employer match about $4,550,833 at 4% or $3,033,889 at 6%; with 100% employer match about $3,413,125 at 4% or $2,275,417 at 6%. |