Civic Intelligence

Sun America LLC

Plan context: Sun America LLC 401(K) Profit Sharing Plan and Trust

EIN 47-2960116 • Alliance, OH • 10 filings • 3 plans

46 N Rockhill AveAlliance, OH 44601-2211
Current Snapshot

Latest Year

2024

2024 Participants

105

2024 Assets

$2,055,314

2024 Contributions

$338,819

Historical Graphs

Total Assets Over Time

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

$2,055,314$1,027,657$0201520202024YearValue
$2,055,314Latest year 2024

Participants Over Time

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

135680201520202024YearValue
105Latest 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
20241105$2,055,314$338,819$3,227iApproximate average salary by contribution assumption: employee only about $80,671 at 4% or $53,781 at 6%; with 50% employer match about $53,781 at 4% or $35,854 at 6%; with 100% employer match about $40,336 at 4% or $26,890 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-105$2,055,314$338,819$3,227iApproximate average salary by contribution assumption: employee only about $80,671 at 4% or $53,781 at 6%; with 50% employer match about $53,781 at 4% or $35,854 at 6%; with 100% employer match about $40,336 at 4% or $26,890 at 6%.
20231124$1,577,695$374,360$3,019iApproximate average salary by contribution assumption: employee only about $75,476 at 4% or $50,317 at 6%; with 50% employer match about $50,317 at 4% or $33,545 at 6%; with 100% employer match about $37,738 at 4% or $25,159 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-124$1,577,695$374,360$3,019iApproximate average salary by contribution assumption: employee only about $75,476 at 4% or $50,317 at 6%; with 50% employer match about $50,317 at 4% or $33,545 at 6%; with 100% employer match about $37,738 at 4% or $25,159 at 6%.
20221135$1,357,801$306,895$2,273iApproximate average salary by contribution assumption: employee only about $56,832 at 4% or $37,888 at 6%; with 50% employer match about $37,888 at 4% or $25,259 at 6%; with 100% employer match about $28,416 at 4% or $18,944 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-135$1,357,801$306,895$2,273iApproximate average salary by contribution assumption: employee only about $56,832 at 4% or $37,888 at 6%; with 50% employer match about $37,888 at 4% or $25,259 at 6%; with 100% employer match about $28,416 at 4% or $18,944 at 6%.
20211110$1,374,830$243,599$2,215iApproximate average salary by contribution assumption: employee only about $55,363 at 4% or $36,909 at 6%; with 50% employer match about $36,909 at 4% or $24,606 at 6%; with 100% employer match about $27,682 at 4% or $18,454 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-110$1,374,830$243,599$2,215iApproximate average salary by contribution assumption: employee only about $55,363 at 4% or $36,909 at 6%; with 50% employer match about $36,909 at 4% or $24,606 at 6%; with 100% employer match about $27,682 at 4% or $18,454 at 6%.
20201123$1,264,286$239,404$1,946iApproximate average salary by contribution assumption: employee only about $48,659 at 4% or $32,440 at 6%; with 50% employer match about $32,440 at 4% or $21,626 at 6%; with 100% employer match about $24,330 at 4% or $16,220 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-123$1,264,286$239,404$1,946iApproximate average salary by contribution assumption: employee only about $48,659 at 4% or $32,440 at 6%; with 50% employer match about $32,440 at 4% or $21,626 at 6%; with 100% employer match about $24,330 at 4% or $16,220 at 6%.
20191112$982,304$149,410$1,334iApproximate average salary by contribution assumption: employee only about $33,350 at 4% or $22,234 at 6%; with 50% employer match about $22,234 at 4% or $14,822 at 6%; with 100% employer match about $16,675 at 4% or $11,117 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-112$982,304$149,410$1,334iApproximate average salary by contribution assumption: employee only about $33,350 at 4% or $22,234 at 6%; with 50% employer match about $22,234 at 4% or $14,822 at 6%; with 100% employer match about $16,675 at 4% or $11,117 at 6%.
2018173$754,831$163,587$2,241iApproximate average salary by contribution assumption: employee only about $56,023 at 4% or $37,349 at 6%; with 50% employer match about $37,349 at 4% or $24,899 at 6%; with 100% employer match about $28,011 at 4% or $18,674 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-73$754,831$163,587$2,241iApproximate average salary by contribution assumption: employee only about $56,023 at 4% or $37,349 at 6%; with 50% employer match about $37,349 at 4% or $24,899 at 6%; with 100% employer match about $28,011 at 4% or $18,674 at 6%.
2017167$656,758$155,083$2,315iApproximate average salary by contribution assumption: employee only about $57,867 at 4% or $38,578 at 6%; with 50% employer match about $38,578 at 4% or $25,719 at 6%; with 100% employer match about $28,933 at 4% or $19,289 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-67$656,758$155,083$2,315iApproximate average salary by contribution assumption: employee only about $57,867 at 4% or $38,578 at 6%; with 50% employer match about $38,578 at 4% or $25,719 at 6%; with 100% employer match about $28,933 at 4% or $19,289 at 6%.
2016161$606,270$117,486$1,926iApproximate average salary by contribution assumption: employee only about $48,150 at 4% or $32,100 at 6%; with 50% employer match about $32,100 at 4% or $21,400 at 6%; with 100% employer match about $24,075 at 4% or $16,050 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-61$606,270$117,486$1,926iApproximate average salary by contribution assumption: employee only about $48,150 at 4% or $32,100 at 6%; with 50% employer match about $32,100 at 4% or $21,400 at 6%; with 100% employer match about $24,075 at 4% or $16,050 at 6%.
2015170$481,946$70,371$1,005iApproximate average salary by contribution assumption: employee only about $25,133 at 4% or $16,755 at 6%; with 50% employer match about $16,755 at 4% or $11,170 at 6%; with 100% employer match about $12,566 at 4% or $8,378 at 6%.
Sun America LLC 401(K) Profit Sharing Plan and Trust-70$481,946$70,371$1,005iApproximate average salary by contribution assumption: employee only about $25,133 at 4% or $16,755 at 6%; with 50% employer match about $16,755 at 4% or $11,170 at 6%; with 100% employer match about $12,566 at 4% or $8,378 at 6%.